Envestnet 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 | $573M | Sell |
1,178,937
-46,704
| -4% | -$22.7M | 0.17% | 107 |
|
|
2025
Q1 | $653M | Sell |
1,225,641
-57,310
| -4% | -$30.5M | 0.21% | 83 |
|
|
2024
Q4 | $582M | Buy |
1,282,951
+57,525
| +5% | +$26.1M | 0.19% | 94 |
|
|
2024
Q3 | $564M | Sell |
1,225,426
-16,146
| -1% | -$7.43M | 0.18% | 94 |
|
|
2024
Q2 | $505M | Buy |
1,241,572
+17,000
| +1% | +$6.92M | 0.18% | 100 |
|
|
2024
Q1 | $515M | Buy |
1,224,572
+24,117
| +2% | +$10.1M | 0.19% | 95 |
|
|
2023
Q4 | $428M | Buy |
1,200,455
+12,115
| +1% | +$4.32M | 0.18% | 110 |
|
|
2023
Q3 | $416M | Buy |
1,188,340
+63,360
| +6% | +$22.2M | 0.19% | 99 |
|
|
2023
Q2 | $384M | Buy |
1,124,980
+44,052
| +4% | +$15M | 0.17% | 100 |
|
|
2023
Q1 | $334M | Buy |
1,080,928
+18,325
| +2% | +$5.66M | 0.16% | 104 |
|
|
2022
Q4 | $328M | Buy |
1,062,603
+6,217
| +0.6% | +$1.92M | 0.17% | 105 |
|
|
2022
Q3 | $282M | Sell |
1,056,386
-96,744
| -8% | -$25.8M | 0.16% | 106 |
|
|
2022
Q2 | $315M | Buy |
1,153,130
+86,863
| +8% | +$23.7M | 0.18% | 103 |
|
|
2022
Q1 | $376M | Buy |
1,066,267
+31,009
| +3% | +$10.9M | 0.19% | 96 |
|
|
2021
Q4 | $310M | Buy |
1,035,258
+94,741
| +10% | +$28.3M | 0.15% | 119 |
|
|
2021
Q3 | $257M | Buy |
940,517
+66,430
| +8% | +$18.1M | 0.14% | 128 |
|
|
2021
Q2 | $243M | Buy |
874,087
+43,560
| +5% | +$12.1M | 0.14% | 133 |
|
|
2021
Q1 | $212M | Buy |
830,527
+62,427
| +8% | +$15.9M | 0.14% | 128 |
|
|
2020
Q4 | $178M | Buy |
768,100
+28,040
| +4% | +$6.5M | 0.13% | 122 |
|
|
2020
Q3 | $158M | Sell |
740,060
-24,122
| -3% | -$5.14M | 0.14% | 120 |
|
|
2020
Q2 | $136M | Sell |
764,182
-34,049
| -4% | -$6.08M | 0.13% | 129 |
|
|
2020
Q1 | $146M | Buy |
798,231
+46,819
| +6% | +$8.56M | 0.17% | 100 |
|
|
2019
Q4 | $170M | Buy |
751,412
+62,007
| +9% | +$14M | 0.18% | 98 |
|
|
2019
Q3 | $143M | Buy |
689,405
+48,791
| +8% | +$10.1M | 0.16% | 109 |
|
|
2019
Q2 | $137M | Buy |
640,614
+71,823
| +13% | +$15.3M | 0.17% | 97 |
|
|
2019
Q1 | $114M | Buy |
568,791
+3,654
| +0.6% | +$734K | 0.16% | 100 |
|
|
2018
Q4 | $115M | Buy |
565,137
+438,500
| +346% | +$89.5M | 0.18% | 96 |
|
|
2018
Q3 | $27.1M | Sell |
126,637
-99,684
| -44% | -$21.3M | 0.05% | 146 |
|
|
2018
Q2 | $42.2M | Buy |
226,321
+95,502
| +73% | +$17.8M | 0.1% | 104 |
|
|
2018
Q1 | $25.9M | Sell |
130,819
-185,507
| -59% | -$36.7M | 0.07% | 106 |
|
|
2017
Q4 | $62.7M | Sell |
316,326
-2,182
| -0.7% | -$433K | 0.14% | 86 |
|
|
2017
Q3 | $58.4M | Sell |
318,508
-25,122
| -7% | -$4.61M | 0.14% | 83 |
|
|
2017
Q2 | $58.2M | Buy |
343,630
+12,783
| +4% | +$2.16M | 0.16% | 79 |
|
|
2017
Q1 | $55.2M | Sell |
330,847
-21,561
| -6% | -$3.59M | 0.18% | 80 |
|
|
2016
Q4 | $57.4M | Sell |
352,408
-9,726
| -3% | -$1.59M | 0.21% | 69 |
|
|
2016
Q3 | $52.3M | Sell |
362,134
-148,615
| -29% | -$21.5M | 0.2% | 71 |
|
|
2016
Q2 | $74M | Buy |
510,749
+31,070
| +6% | +$4.5M | 0.29% | 58 |
|
|
2016
Q1 | $68.1M | Buy |
479,679
+51,308
| +12% | +$7.28M | 0.29% | 57 |
|
|
2015
Q4 | $56.6M | Buy |
428,371
+36,908
| +9% | +$4.87M | 0.26% | 64 |
|
|
2015
Q3 | $51M | Buy |
391,463
+94,524
| +32% | +$12.3M | 0.25% | 68 |
|
|
2015
Q2 | $40.4M | Buy |
296,939
+6,182
| +2% | +$841K | 0.19% | 104 |
|
|
2015
Q1 | $42M | Buy |
290,757
+278,464
| +2,265% | +$40.2M | 0.22% | 95 |
|
|
2014
Q4 | $1.85M | Sell |
12,293
-3,406
| -22% | -$511K | 0.02% | 403 |
|
|
2014
Q3 | $2.17M | Sell |
15,699
-691
| -4% | -$95.5K | 0.02% | 375 |
|
|
2014
Q2 | $2.07M | Sell |
16,390
-2,728
| -14% | -$345K | 0.02% | 365 |
|
|
2014
Q1 | $2.39M | Buy |
19,118
+728
| +4% | +$91K | 0.03% | 293 |
|
|
2013
Q4 | $2.18M | Sell |
18,390
-18,136
| -50% | -$2.15M | 0.03% | 294 |
|
|
2013
Q3 | $4.15M | Buy |
36,526
+21,972
| +151% | +$2.49M | 0.05% | 203 |
|
|
2013
Q2 | $1.63M | Buy |
+14,554
| New | +$1.63M | 0.02% | 316 |
|