Donaldson Capital Management’s Berkshire Hathaway Class A BRK.A Stock Holding History

Donaldson Capital Management’s Portfolio BRK.A Stock Details BRK.A Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$729K	Hold	1	–	–	0.03%	153
2025 Q1	$798K	Hold	1	–	–	0.03%	146
2024 Q4	$681K	Hold	1	–	–	0.03%	155
2024 Q3	$691K	Hold	1	–	–	0.03%	153
2024 Q2	$612K	Hold	1	–	–	0.03%	148
2024 Q1	$634K	Hold	1	–	–	0.03%	145
2023 Q4	$543K	Hold	1	–	–	0.02%	155
2023 Q3	$531K	Hold	1	–	–	0.03%	157
2023 Q2	$518K	Hold	1	–	–	0.02%	155
2023 Q1	$466K	Hold	1	–	–	0.02%	164
2022 Q4	$469K	Hold	1	–	–	0.02%	157
2022 Q3	$406K	Hold	1	–	–	0.02%	161
2022 Q2	$409K	Hold	1	–	–	0.02%	174
2022 Q1	$529K	Hold	1	–	–	0.02%	172
2021 Q4	$451K	Hold	1	–	–	0.02%	196
2021 Q3	$411K	Hold	1	–	–	0.02%	197
2021 Q2	$419K	Hold	1	–	–	0.02%	203
2021 Q1	$386K	Hold	1	–	–	0.02%	201
2020 Q4	$348K	Hold	1	–	–	0.02%	201
2020 Q3	$320K	Sell	1 -6,289	-100%	-$2.01B	0.02%	188
2020 Q2	$1.39M	Buy	6,290 +6,289	+628,900%	+$1.39M	0.1%	82
2020 Q1	$272K	Hold	1	–	–	0.02%	169
2019 Q4	$340K	Sell	1 -6,061	-100%	-$2.06B	0.02%	173
2019 Q3	$1.57M	Buy	6,062 +6,061	+606,100%	+$1.57M	0.12%	82
2019 Q2	$318K	Hold	1	–	–	0.03%	130
2019 Q1	$301K	Hold	1	–	–	0.03%	128
2018 Q4	$306K	Hold	1	–	–	0.03%	125
2018 Q3	$320K	Hold	1	–	–	0.03%	137
2018 Q2	$282K	Hold	1	–	–	0.03%	146
2018 Q1	$299K	Hold	1	–	–	0.03%	131
2017 Q4	$298K	Hold	1	–	–	0.03%	136
2017 Q3	$275K	Hold	1	–	–	0.03%	133
2017 Q2	$255K	Hold	1	–	–	0.03%	133
2017 Q1	$250K	Hold	1	–	–	0.03%	133
2016 Q4	$244K	Hold	1	–	–	0.03%	134
2016 Q3	$216K	Hold	1	–	–	0.03%	140
2016 Q2	$217K	Hold	1	–	–	0.03%	137
2016 Q1	$213K	Buy	+1	New	+$213K	0.03%	137
2015 Q3	–	Sell	-1	Closed	-$205K	–	151
2015 Q2	$205K	Hold	1	–	–	0.03%	140
2015 Q1	$217K	Hold	1	–	–	0.03%	133
2014 Q4	$226K	Hold	1	–	–	0.03%	132
2014 Q3	$207K	Buy	+1	New	+$207K	0.03%	130