Dean Investment Associates’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 | $2.35M | Sell |
4,833
-63
| -1% | -$30.6K | 0.35% | 141 |
|
2025
Q1 | $2.61M | Sell |
4,896
-309
| -6% | -$165K | 0.39% | 128 |
|
2024
Q4 | $2.36M | Sell |
5,205
-307
| -6% | -$139K | 0.34% | 148 |
|
2024
Q3 | $2.54M | Sell |
5,512
-448
| -8% | -$206K | 0.34% | 148 |
|
2024
Q2 | $2.42M | Sell |
5,960
-802
| -12% | -$326K | 0.34% | 136 |
|
2024
Q1 | $2.84M | Sell |
6,762
-814
| -11% | -$342K | 0.39% | 106 |
|
2023
Q4 | $2.7M | Sell |
7,576
-272
| -3% | -$97K | 0.39% | 106 |
|
2023
Q3 | $2.75M | Sell |
7,848
-859
| -10% | -$301K | 0.45% | 87 |
|
2023
Q2 | $2.97M | Sell |
8,707
-647
| -7% | -$221K | 0.48% | 78 |
|
2023
Q1 | $2.89M | Sell |
9,354
-412
| -4% | -$127K | 0.46% | 88 |
|
2022
Q4 | $3.02M | Sell |
9,766
-134
| -1% | -$41.4K | 0.51% | 76 |
|
2022
Q3 | $2.64M | Sell |
9,900
-62
| -0.6% | -$16.6K | 0.54% | 74 |
|
2022
Q2 | $2.72M | Sell |
9,962
-522
| -5% | -$143K | 0.53% | 68 |
|
2022
Q1 | $3.7M | Sell |
10,484
-424
| -4% | -$150K | 0.66% | 48 |
|
2021
Q4 | $3.26M | Sell |
10,908
-439
| -4% | -$131K | 0.57% | 61 |
|
2021
Q3 | $3.1M | Sell |
11,347
-516
| -4% | -$141K | 0.58% | 58 |
|
2021
Q2 | $3.3M | Sell |
11,863
-154
| -1% | -$42.8K | 0.61% | 47 |
|
2021
Q1 | $3.07M | Sell |
12,017
-636
| -5% | -$162K | 0.58% | 56 |
|
2020
Q4 | $2.93M | Sell |
12,653
-491
| -4% | -$114K | 0.61% | 51 |
|
2020
Q3 | $2.8M | Sell |
13,144
-319
| -2% | -$67.9K | 0.67% | 44 |
|
2020
Q2 | $2.4M | Sell |
13,463
-342
| -2% | -$61K | 0.57% | 70 |
|
2020
Q1 | $2.52M | Sell |
13,805
-274
| -2% | -$50.1K | 0.54% | 76 |
|
2019
Q4 | $3.19M | Sell |
14,079
-9,772
| -41% | -$2.21M | 0.5% | 86 |
|
2019
Q3 | $4.96M | Sell |
23,851
-320
| -1% | -$66.6K | 0.73% | 50 |
|
2019
Q2 | $5.15M | Sell |
24,171
-355
| -1% | -$75.7K | 0.74% | 44 |
|
2019
Q1 | $4.93M | Sell |
24,526
-291
| -1% | -$58.5K | 0.72% | 50 |
|
2018
Q4 | $5.07M | Sell |
24,817
-493
| -2% | -$101K | 0.8% | 42 |
|
2018
Q3 | $5.42M | Sell |
25,310
-284
| -1% | -$60.8K | 0.76% | 44 |
|
2018
Q2 | $4.78M | Sell |
25,594
-775
| -3% | -$145K | 0.71% | 52 |
|
2018
Q1 | $5.26M | Sell |
26,369
-1,508
| -5% | -$301K | 0.78% | 51 |
|
2017
Q4 | $5.53M | Sell |
27,877
-286
| -1% | -$56.7K | 0.84% | 31 |
|
2017
Q3 | $5.16M | Sell |
28,163
-355
| -1% | -$65.1K | 0.78% | 51 |
|
2017
Q2 | $4.83M | Sell |
28,518
-364
| -1% | -$61.6K | 0.73% | 60 |
|
2017
Q1 | $4.81M | Sell |
28,882
-2,460
| -8% | -$410K | 0.8% | 53 |
|
2016
Q4 | $5.11M | Sell |
31,342
-983
| -3% | -$160K | 0.88% | 43 |
|
2016
Q3 | $4.67M | Sell |
32,325
-268
| -0.8% | -$38.7K | 0.87% | 41 |
|
2016
Q2 | $4.72M | Sell |
32,593
-536
| -2% | -$77.6K | 0.92% | 35 |
|
2016
Q1 | $4.7M | Sell |
33,129
-208
| -0.6% | -$29.5K | 0.96% | 32 |
|
2015
Q4 | $4.4M | Sell |
33,337
-715
| -2% | -$94.4K | 0.97% | 31 |
|
2015
Q3 | $4.44M | Sell |
34,052
-94
| -0.3% | -$12.3K | 1% | 28 |
|
2015
Q2 | $4.65M | Sell |
34,146
-508
| -1% | -$69.2K | 1.05% | 25 |
|
2015
Q1 | $5M | Sell |
34,654
-1,000
| -3% | -$144K | 1.16% | 16 |
|
2014
Q4 | $5.35M | Sell |
35,654
-519
| -1% | -$77.9K | 1.24% | 14 |
|
2014
Q3 | $5M | Buy |
36,173
+171
| +0.5% | +$23.6K | 1.22% | 20 |
|
2014
Q2 | $4.56M | Buy |
36,002
+26,274
| +270% | +$3.32M | 1.05% | 31 |
|
2014
Q1 | $1.22M | Sell |
9,728
-619
| -6% | -$77.4K | 0.29% | 108 |
|
2013
Q4 | $1.23M | Sell |
10,347
-635
| -6% | -$75.3K | 0.29% | 113 |
|
2013
Q3 | $1.25M | Sell |
10,982
-275
| -2% | -$31.2K | 0.33% | 103 |
|
2013
Q2 | $1.26M | Buy |
+11,257
| New | +$1.26M | 0.36% | 91 |
|