Donaldson Capital Management’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 | $12.4M | Buy |
25,498
+115
| +0.5% | +$55.9K | 0.45% | 41 |
|
|
2025
Q1 | $13.5M | Buy |
25,383
+2,403
| +10% | +$1.28M | 0.51% | 38 |
|
|
2024
Q4 | $10.4M | Buy |
22,980
+1,018
| +5% | +$461K | 0.4% | 44 |
|
|
2024
Q3 | $10.1M | Buy |
21,962
+514
| +2% | +$237K | 0.39% | 41 |
|
|
2024
Q2 | $8.73M | Buy |
21,448
+801
| +4% | +$326K | 0.37% | 42 |
|
|
2024
Q1 | $8.68M | Buy |
20,647
+906
| +5% | +$381K | 0.36% | 41 |
|
|
2023
Q4 | $7.04M | Buy |
19,741
+2,348
| +13% | +$837K | 0.32% | 45 |
|
|
2023
Q3 | $6.09M | Buy |
17,393
+156
| +0.9% | +$54.6K | 0.29% | 46 |
|
|
2023
Q2 | $5.88M | Sell |
17,237
-448
| -3% | -$153K | 0.27% | 51 |
|
|
2023
Q1 | $5.46M | Buy |
17,685
+305
| +2% | +$94.2K | 0.26% | 54 |
|
|
2022
Q4 | $5.37M | Sell |
17,380
-514
| -3% | -$159K | 0.26% | 53 |
|
|
2022
Q3 | $4.78M | Buy |
17,894
+1,724
| +11% | +$460K | 0.26% | 52 |
|
|
2022
Q2 | $4.42M | Buy |
16,170
+5,932
| +58% | +$1.62M | 0.23% | 57 |
|
|
2022
Q1 | $3.61M | Buy |
10,238
+976
| +11% | +$344K | 0.16% | 70 |
|
|
2021
Q4 | $2.77M | Buy |
9,262
+1,658
| +22% | +$496K | 0.12% | 77 |
|
|
2021
Q3 | $2.08M | Buy |
7,604
+895
| +13% | +$244K | 0.1% | 84 |
|
|
2021
Q2 | $1.87M | Buy |
6,709
+208
| +3% | +$57.8K | 0.1% | 86 |
|
|
2021
Q1 | $1.66M | Buy |
6,501
+670
| +11% | +$171K | 0.09% | 89 |
|
|
2020
Q4 | $1.35M | Sell |
5,831
-256
| -4% | -$59.4K | 0.08% | 87 |
|
|
2020
Q3 | $1.3M | Buy |
+6,087
| New | +$1.3M | 0.09% | 81 |
|
|
2020
Q2 | – | Sell |
-6,888
| Closed | -$1.26M | – | 201 |
|
|
2020
Q1 | $1.26M | Buy |
6,888
+680
| +11% | +$124K | 0.11% | 81 |
|
|
2019
Q4 | $1.41M | Buy |
+6,208
| New | +$1.41M | 0.1% | 85 |
|
|
2019
Q3 | – | Sell |
-6,417
| Closed | -$1.37M | – | 198 |
|
|
2019
Q2 | $1.37M | Buy |
6,417
+827
| +15% | +$176K | 0.11% | 70 |
|
|
2019
Q1 | $1.12M | Sell |
5,590
-1,003
| -15% | -$201K | 0.1% | 73 |
|
|
2018
Q4 | $1.35M | Sell |
6,593
-631
| -9% | -$129K | 0.14% | 64 |
|
|
2018
Q3 | $1.55M | Buy |
7,224
+800
| +12% | +$171K | 0.13% | 70 |
|
|
2018
Q2 | $1.2M | Sell |
6,424
-14
| -0.2% | -$2.61K | 0.12% | 75 |
|
|
2018
Q1 | $1.28M | Buy |
6,438
+55
| +0.9% | +$11K | 0.13% | 75 |
|
|
2017
Q4 | $1.27M | Buy |
6,383
+1,104
| +21% | +$219K | 0.12% | 77 |
|
|
2017
Q3 | $968K | Buy |
5,279
+11
| +0.2% | +$2.02K | 0.1% | 84 |
|
|
2017
Q2 | $892K | Buy |
5,268
+596
| +13% | +$101K | 0.1% | 81 |
|
|
2017
Q1 | $779K | Sell |
4,672
-37
| -0.8% | -$6.17K | 0.09% | 88 |
|
|
2016
Q4 | $767K | Sell |
4,709
-207
| -4% | -$33.7K | 0.09% | 89 |
|
|
2016
Q3 | $710K | Buy |
4,916
+57
| +1% | +$8.23K | 0.09% | 78 |
|
|
2016
Q2 | $704K | Hold |
4,859
| – | – | 0.1% | 77 |
|
|
2016
Q1 | $689K | Sell |
4,859
-62
| -1% | -$8.79K | 0.1% | 77 |
|
|
2015
Q4 | $650K | Sell |
4,921
-480
| -9% | -$63.4K | 0.1% | 81 |
|
|
2015
Q3 | $704K | Hold |
5,401
| – | – | 0.11% | 77 |
|
|
2015
Q2 | $735K | Buy |
5,401
+150
| +3% | +$20.4K | 0.1% | 80 |
|
|
2015
Q1 | $758K | Sell |
5,251
-91
| -2% | -$13.1K | 0.11% | 76 |
|
|
2014
Q4 | $802K | Buy |
5,342
+468
| +10% | +$70.3K | 0.12% | 73 |
|
|
2014
Q3 | $673K | Sell |
4,874
-209
| -4% | -$28.9K | 0.11% | 76 |
|
|
2014
Q2 | $643K | Buy |
5,083
+897
| +21% | +$113K | 0.1% | 76 |
|
|
2014
Q1 | $523K | Hold |
4,186
| – | – | 0.09% | 76 |
|
|
2013
Q4 | $496K | Sell |
4,186
-225
| -5% | -$26.7K | 0.1% | 72 |
|
|
2013
Q3 | $501K | Sell |
4,411
-100
| -2% | -$11.4K | 0.11% | 65 |
|
|
2013
Q2 | $505K | Buy |
+4,511
| New | +$505K | 0.11% | 63 |
|