Cerity Partners’s Berkshire Hathaway Class B BRK.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $376M | Buy |
774,995
+47,807
| +7% | +$23.2M | 0.67% | 26 |
|
|
2025
Q1 | $387M | Buy |
727,188
+93,507
| +15% | +$49.8M | 0.78% | 22 |
|
|
2024
Q4 | $288M | Buy |
633,681
+12,712
| +2% | +$5.77M | 0.62% | 25 |
|
|
2024
Q3 | $286M | Buy |
620,969
+89,847
| +17% | +$41.4M | 0.63% | 26 |
|
|
2024
Q2 | $216M | Sell |
531,122
-14,824
| -3% | -$6.03M | 0.57% | 28 |
|
|
2024
Q1 | $228M | Sell |
545,946
-594,924
| -52% | -$248M | 0.6% | 28 |
|
|
2023
Q4 | $167M | Buy |
1,140,870
+928,455
| +437% | +$136M | 0.55% | 36 |
|
|
2023
Q3 | $74.4M | Sell |
212,415
-132,549
| -38% | -$46.4M | 0.36% | 73 |
|
|
2023
Q2 | $118M | Sell |
344,964
-100,008
| -22% | -$34.1M | 0.46% | 46 |
|
|
2023
Q1 | $409M | Buy |
444,972
+110,813
| +33% | +$102M | 0.96% | 16 |
|
|
2022
Q4 | $103M | Buy |
334,159
+173,829
| +108% | +$53.7M | 0.66% | 26 |
|
|
2022
Q3 | $42.8M | Sell |
160,330
-13,588
| -8% | -$3.63M | 0.51% | 35 |
|
|
2022
Q2 | $47.3M | Buy |
173,918
+5,936
| +4% | +$1.61M | 0.52% | 34 |
|
|
2022
Q1 | $54M | Buy |
167,982
+54,710
| +48% | +$17.6M | 0.84% | 17 |
|
|
2021
Q4 | $30.4M | Buy |
113,272
+35,537
| +46% | +$9.53M | 0.46% | 48 |
|
|
2021
Q3 | $21.2M | Buy |
77,735
+5,012
| +7% | +$1.37M | 0.47% | 46 |
|
|
2021
Q2 | $20.2M | Buy |
72,723
+2,788
| +4% | +$775K | 0.44% | 46 |
|
|
2021
Q1 | $17.9M | Sell |
69,935
-3,946
| -5% | -$1.01M | 0.42% | 51 |
|
|
2020
Q4 | $17.1M | Buy |
73,881
+7,469
| +11% | +$1.73M | 0.55% | 37 |
|
|
2020
Q3 | $14.1M | Buy |
66,412
+6,991
| +12% | +$1.49M | 0.58% | 32 |
|
|
2020
Q2 | $10.6M | Buy |
59,421
+17,675
| +42% | +$3.16M | 0.59% | 31 |
|
|
2020
Q1 | $7.63M | Buy |
41,746
+4,525
| +12% | +$827K | 0.48% | 42 |
|
|
2019
Q4 | $8.43M | Buy |
37,221
+1,532
| +4% | +$347K | 0.43% | 45 |
|
|
2019
Q3 | $7.42M | Buy |
35,689
+526
| +1% | +$109K | 0.44% | 49 |
|
|
2019
Q2 | $7.5M | Buy |
35,163
+4,222
| +14% | +$900K | 0.47% | 49 |
|
|
2019
Q1 | $6.22M | Sell |
30,941
-129
| -0.4% | -$25.9K | 0.42% | 46 |
|
|
2018
Q4 | $6.34M | Buy |
31,070
+2,938
| +10% | +$600K | 0.42% | 51 |
|
|
2018
Q3 | $6.02M | Buy |
28,132
+678
| +2% | +$145K | 0.42% | 52 |
|
|
2018
Q2 | $5.12M | Sell |
27,454
-775
| -3% | -$145K | 0.38% | 59 |
|
|
2018
Q1 | $5.63M | Sell |
28,229
-3,365
| -11% | -$671K | 0.43% | 51 |
|
|
2017
Q4 | $6.26M | Buy |
31,594
+1,597
| +5% | +$317K | 0.42% | 44 |
|
|
2017
Q3 | $5.5M | Buy |
29,997
+1,742
| +6% | +$319K | 0.39% | 52 |
|
|
2017
Q2 | $4.79M | Buy |
28,255
+1,789
| +7% | +$303K | 0.4% | 54 |
|
|
2017
Q1 | $4.41M | Buy |
26,466
+23,358
| +752% | +$3.89M | 0.37% | 50 |
|
|
2016
Q4 | $507K | Buy |
+3,108
| New | +$507K | 0.7% | 35 |
|