CAM
Congress Asset Management’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $607K | Hold |
1,250
| – | – | ﹤0.01% | 334 |
|
|
2025
Q1 | $666K | Sell |
1,250
-325
| -21% | -$173K | 0.01% | 320 |
|
|
2024
Q4 | $714K | Sell |
1,575
-550
| -26% | -$249K | ﹤0.01% | 331 |
|
|
2024
Q3 | $978K | Hold |
2,125
| – | – | 0.01% | 302 |
|
|
2024
Q2 | $864K | Hold |
2,125
| – | – | 0.01% | 303 |
|
|
2024
Q1 | $894K | Sell |
2,125
-70
| -3% | -$29.4K | 0.01% | 304 |
|
|
2023
Q4 | $783K | Sell |
2,195
-150
| -6% | -$53.5K | 0.01% | 327 |
|
|
2023
Q3 | $821K | Hold |
2,345
| – | – | 0.01% | 320 |
|
|
2023
Q2 | $800K | Hold |
2,345
| – | – | 0.01% | 316 |
|
|
2023
Q1 | $724K | Sell |
2,345
-40
| -2% | -$12.4K | 0.01% | 315 |
|
|
2022
Q4 | $737K | Sell |
2,385
-7
| -0.3% | -$2.16K | 0.01% | 320 |
|
|
2022
Q3 | $639K | Sell |
2,392
-2
| -0.1% | -$534 | 0.01% | 317 |
|
|
2022
Q2 | $654K | Buy |
2,394
+150
| +7% | +$41K | 0.01% | 324 |
|
|
2022
Q1 | $792K | Sell |
2,244
-34
| -1% | -$12K | 0.01% | 317 |
|
|
2021
Q4 | $681K | Sell |
2,278
-1,234
| -35% | -$369K | 0.01% | 324 |
|
|
2021
Q3 | $959K | Buy |
3,512
+1,026
| +41% | +$280K | 0.01% | 303 |
|
|
2021
Q2 | $691K | Buy |
2,486
+42
| +2% | +$11.7K | 0.01% | 310 |
|
|
2021
Q1 | $624K | Sell |
2,444
-66
| -3% | -$16.9K | 0.01% | 310 |
|
|
2020
Q4 | $582K | Buy |
2,510
+223
| +10% | +$51.7K | 0.01% | 305 |
|
|
2020
Q3 | $487K | Buy |
2,287
+10
| +0.4% | +$2.13K | 0.01% | 293 |
|
|
2020
Q2 | $406K | Buy |
2,277
+100
| +5% | +$17.8K | ﹤0.01% | 290 |
|
|
2020
Q1 | $398K | Sell |
2,177
-315
| -13% | -$57.6K | 0.01% | 293 |
|
|
2019
Q4 | $564K | Hold |
2,492
| – | – | 0.01% | 300 |
|
|
2019
Q3 | $518K | Hold |
2,492
| – | – | 0.01% | 309 |
|
|
2019
Q2 | $531K | Sell |
2,492
-63
| -2% | -$13.4K | 0.01% | 317 |
|
|
2019
Q1 | $513K | Sell |
2,555
-150
| -6% | -$30.1K | 0.01% | 320 |
|
|
2018
Q4 | $552K | Hold |
2,705
| – | – | 0.01% | 328 |
|
|
2018
Q3 | $579K | Buy |
2,705
+313
| +13% | +$67K | 0.01% | 332 |
|
|
2018
Q2 | $446K | Buy |
2,392
+15
| +0.6% | +$2.8K | 0.01% | 336 |
|
|
2018
Q1 | $474K | Buy |
2,377
+100
| +4% | +$19.9K | 0.01% | 348 |
|
|
2017
Q4 | $451K | Hold |
2,277
| – | – | 0.01% | 348 |
|
|
2017
Q3 | $417K | Hold |
2,277
| – | – | 0.01% | 360 |
|
|
2017
Q2 | $386K | Hold |
2,277
| – | – | 0.01% | 234 |
|
|
2017
Q1 | $380K | Hold |
2,277
| – | – | 0.01% | 232 |
|
|
2016
Q4 | $371K | Buy |
2,277
+300
| +15% | +$48.9K | 0.01% | 235 |
|
|
2016
Q3 | $286K | Hold |
1,977
| – | – | 0.01% | 210 |
|
|
2016
Q2 | $286K | Sell |
1,977
-1,915
| -49% | -$277K | 0.01% | 212 |
|
|
2016
Q1 | $552K | Buy |
3,892
+515
| +15% | +$73K | 0.01% | 191 |
|
|
2015
Q4 | $446K | Sell |
3,377
-130
| -4% | -$17.2K | 0.01% | 203 |
|
|
2015
Q3 | $457K | Sell |
3,507
-140
| -4% | -$18.2K | 0.01% | 187 |
|
|
2015
Q2 | $496K | Buy |
3,647
+20
| +0.6% | +$2.72K | 0.01% | 199 |
|
|
2015
Q1 | $523K | Buy |
3,627
+200
| +6% | +$28.8K | 0.01% | 194 |
|
|
2014
Q4 | $515K | Hold |
3,427
| – | – | 0.01% | 198 |
|
|
2014
Q3 | $473K | Hold |
3,427
| – | – | 0.01% | 200 |
|
|
2014
Q2 | $434K | Hold |
3,427
| – | – | 0.01% | 209 |
|
|
2014
Q1 | $428K | Buy |
3,427
+650
| +23% | +$81.2K | 0.01% | 210 |
|
|
2013
Q4 | $329K | Buy |
2,777
+177
| +7% | +$21K | 0.01% | 206 |
|
|
2013
Q3 | $295K | Hold |
2,600
| – | – | 0.01% | 206 |
|
|
2013
Q2 | $291K | Buy |
+2,600
| New | +$291K | 0.01% | 204 |
|