Dana Investment Advisors’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 | $8.85M | Buy |
18,211
+496
| +3% | +$241K | 0.29% | 77 |
|
|
2025
Q1 | $9.43M | Sell |
17,715
-494
| -3% | -$263K | 0.34% | 64 |
|
|
2024
Q4 | $8.25M | Buy |
18,209
+165
| +0.9% | +$74.8K | 0.27% | 83 |
|
|
2024
Q3 | $8.3M | Buy |
18,044
+3,784
| +27% | +$1.74M | 0.27% | 95 |
|
|
2024
Q2 | $5.8M | Sell |
14,260
-229
| -2% | -$93.2K | 0.2% | 144 |
|
|
2024
Q1 | $6.09M | Sell |
14,489
-426
| -3% | -$179K | 0.2% | 139 |
|
|
2023
Q4 | $5.32M | Sell |
14,915
-286
| -2% | -$102K | 0.26% | 94 |
|
|
2023
Q3 | $5.32M | Buy |
15,201
+2,522
| +20% | +$883K | 0.27% | 92 |
|
|
2023
Q2 | $4.32M | Sell |
12,679
-678
| -5% | -$231K | 0.21% | 95 |
|
|
2023
Q1 | $4.12M | Sell |
13,357
-28
| -0.2% | -$8.65K | 0.21% | 98 |
|
|
2022
Q4 | $4.13M | Buy |
13,385
+348
| +3% | +$107K | 0.22% | 95 |
|
|
2022
Q3 | $3.48M | Sell |
13,037
-50
| -0.4% | -$13.4K | 0.2% | 101 |
|
|
2022
Q2 | $3.57M | Buy |
13,087
+2,111
| +19% | +$576K | 0.18% | 99 |
|
|
2022
Q1 | $3.87M | Sell |
10,976
-30
| -0.3% | -$10.6K | 0.18% | 94 |
|
|
2021
Q4 | $3.29M | Sell |
11,006
-630
| -5% | -$188K | 0.14% | 104 |
|
|
2021
Q3 | $3.18M | Buy |
11,636
+36
| +0.3% | +$9.83K | 0.14% | 102 |
|
|
2021
Q2 | $3.22M | Sell |
11,600
-171
| -1% | -$47.5K | 0.14% | 100 |
|
|
2021
Q1 | $3.01M | Buy |
11,771
+24
| +0.2% | +$6.13K | 0.14% | 105 |
|
|
2020
Q4 | $2.72M | Sell |
11,747
-1,662
| -12% | -$385K | 0.14% | 105 |
|
|
2020
Q3 | $2.86M | Buy |
13,409
+213
| +2% | +$45.4K | 0.16% | 97 |
|
|
2020
Q2 | $2.36M | Sell |
13,196
-277
| -2% | -$49.5K | 0.13% | 106 |
|
|
2020
Q1 | $2.46M | Sell |
13,473
-4,365
| -24% | -$798K | 0.15% | 85 |
|
|
2019
Q4 | $4.04M | Buy |
17,838
+2,824
| +19% | +$640K | 0.19% | 82 |
|
|
2019
Q3 | $3.12M | Sell |
15,014
-1,345
| -8% | -$280K | 0.16% | 87 |
|
|
2019
Q2 | $3.49M | Sell |
16,359
-1,532
| -9% | -$327K | 0.17% | 91 |
|
|
2019
Q1 | $3.59M | Sell |
17,891
-3,332
| -16% | -$669K | 0.17% | 97 |
|
|
2018
Q4 | $4.33M | Buy |
21,223
+408
| +2% | +$83.3K | 0.22% | 91 |
|
|
2018
Q3 | $4.46M | Sell |
20,815
-1,179
| -5% | -$252K | 0.18% | 98 |
|
|
2018
Q2 | $4.11M | Buy |
21,994
+3,196
| +17% | +$597K | 0.18% | 103 |
|
|
2018
Q1 | $3.75M | Buy |
18,798
+2,566
| +16% | +$512K | 0.17% | 110 |
|
|
2017
Q4 | $3.22M | Sell |
16,232
-560
| -3% | -$111K | 0.14% | 110 |
|
|
2017
Q3 | $3.08M | Sell |
16,792
-447
| -3% | -$81.9K | 0.14% | 107 |
|
|
2017
Q2 | $2.92M | Sell |
17,239
-2,286
| -12% | -$387K | 0.14% | 118 |
|
|
2017
Q1 | $3.25M | Sell |
19,525
-1,876
| -9% | -$313K | 0.15% | 110 |
|
|
2016
Q4 | $3.49M | Buy |
21,401
+7,370
| +53% | +$1.2M | 0.16% | 116 |
|
|
2016
Q3 | $2.03M | Sell |
14,031
-10,896
| -44% | -$1.57M | 0.1% | 158 |
|
|
2016
Q2 | $3.61M | Buy |
24,927
+158
| +0.6% | +$22.9K | 0.16% | 115 |
|
|
2016
Q1 | $3.51M | Buy |
24,769
+21,619
| +686% | +$3.07M | 0.16% | 113 |
|
|
2015
Q4 | $3.15K | Sell |
3,150
-19,671
| -86% | -$19.7K | 0.15% | 118 |
|
|
2015
Q3 | $2.98M | Buy |
22,821
+177
| +0.8% | +$23.1K | 0.14% | 115 |
|
|
2015
Q2 | $3.08M | Buy |
+22,644
| New | +$3.08M | 0.14% | 118 |
|
|
2015
Q1 | – | Sell |
-2,342
| Closed | -$352K | – | 263 |
|
|
2014
Q4 | $352K | Buy |
+2,342
| New | +$352K | 0.01% | 243 |
|