Family 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 | $4.8M | Buy |
9,890
+61
| +0.6% | +$29.6K | 0.72% | 37 |
|
2025
Q1 | $5.23M | Sell |
9,829
-40
| -0.4% | -$21.3K | 0.86% | 32 |
|
2024
Q4 | $4.47M | Buy |
9,869
+303
| +3% | +$137K | 0.72% | 34 |
|
2024
Q3 | $4.4M | Sell |
9,566
-9,445
| -50% | -$4.35M | 0.73% | 32 |
|
2024
Q2 | $7.73M | Buy |
19,011
+380
| +2% | +$155K | 1.36% | 17 |
|
2024
Q1 | $7.83M | Sell |
18,631
-711
| -4% | -$299K | 1.44% | 18 |
|
2023
Q4 | $6.9M | Sell |
19,342
-92
| -0.5% | -$32.8K | 1.43% | 17 |
|
2023
Q3 | $6.81M | Sell |
19,434
-3,712
| -16% | -$1.3M | 1.55% | 17 |
|
2023
Q2 | $7.89M | Sell |
23,146
-500
| -2% | -$171K | 1.73% | 16 |
|
2023
Q1 | $7.3M | Sell |
23,646
-612
| -3% | -$189K | 1.68% | 16 |
|
2022
Q4 | $7.49M | Sell |
24,258
-113
| -0.5% | -$34.9K | 1.83% | 14 |
|
2022
Q3 | $6.51M | Buy |
24,371
+2,904
| +14% | +$775K | 1.67% | 15 |
|
2022
Q2 | $5.86M | Sell |
21,467
-8,154
| -28% | -$2.23M | 1.58% | 15 |
|
2022
Q1 | $10.5M | Sell |
29,621
-4,566
| -13% | -$1.61M | 2.9% | 8 |
|
2021
Q4 | $10.2M | Buy |
34,187
+775
| +2% | +$232K | 2.66% | 9 |
|
2021
Q3 | $9.12M | Sell |
33,412
-1,821
| -5% | -$497K | 2.52% | 10 |
|
2021
Q2 | $9.79M | Sell |
35,233
-8,511
| -19% | -$2.37M | 2.59% | 10 |
|
2021
Q1 | $11.2M | Buy |
43,744
+19,730
| +82% | +$5.04M | 3.51% | 6 |
|
2020
Q4 | $5.57M | Buy |
24,014
+3,245
| +16% | +$752K | 1.91% | 13 |
|
2020
Q3 | $4.42M | Sell |
20,769
-2,899
| -12% | -$617K | 1.94% | 14 |
|
2020
Q2 | $4.23M | Sell |
23,668
-13,859
| -37% | -$2.47M | 1.72% | 13 |
|
2020
Q1 | $6.86M | Buy |
37,527
+9,241
| +33% | +$1.69M | 3.43% | 5 |
|
2019
Q4 | $6.41M | Buy |
28,286
+411
| +1% | +$93.1K | 2.21% | 9 |
|
2019
Q3 | $5.8M | Buy |
27,875
+12,961
| +87% | +$2.7M | 2.16% | 10 |
|
2019
Q2 | $3.18M | Buy |
14,914
+2,182
| +17% | +$465K | 1.25% | 24 |
|
2019
Q1 | $2.56M | Sell |
12,732
-783
| -6% | -$157K | 1.1% | 29 |
|
2018
Q4 | $2.76M | Sell |
13,515
-854
| -6% | -$174K | 1.16% | 27 |
|
2018
Q3 | $3.08M | Buy |
14,369
+913
| +7% | +$196K | 1.8% | 23 |
|
2018
Q2 | $2.51M | Buy |
13,456
+2,614
| +24% | +$488K | 1.56% | 27 |
|
2018
Q1 | $2.16M | Buy |
10,842
+3,081
| +40% | +$614K | 1.63% | 28 |
|
2017
Q4 | $1.54M | Buy |
7,761
+3,521
| +83% | +$698K | 1.07% | 29 |
|
2017
Q3 | $777K | Sell |
4,240
-253
| -6% | -$46.4K | 0.53% | 33 |
|
2017
Q2 | $761K | Buy |
4,493
+450
| +11% | +$76.2K | 0.52% | 33 |
|
2017
Q1 | $674K | Buy |
4,043
+1,993
| +97% | +$332K | 0.46% | 34 |
|
2016
Q4 | $334K | Hold |
2,050
| – | – | 0.23% | 47 |
|
2016
Q3 | $296K | Buy |
2,050
+35
| +2% | +$5.05K | 0.17% | 60 |
|
2016
Q2 | $292K | Hold |
2,015
| – | – | 0.17% | 61 |
|
2016
Q1 | $286K | Buy |
2,015
+200
| +11% | +$28.4K | 0.19% | 53 |
|
2015
Q4 | $240K | Sell |
1,815
-6,783
| -79% | -$897K | 0.12% | 68 |
|
2015
Q3 | $1.12M | Hold |
8,598
| – | – | 0.5% | 51 |
|
2015
Q2 | $1.17M | Buy |
8,598
+5,321
| +162% | +$724K | 0.48% | 53 |
|
2015
Q1 | $473K | Hold |
3,277
| – | – | 0.22% | 57 |
|
2014
Q4 | $493K | Sell |
3,277
-75
| -2% | -$11.3K | 0.22% | 61 |
|
2014
Q3 | $463K | Hold |
3,352
| – | – | 0.21% | 58 |
|
2014
Q2 | $424K | Buy |
3,352
+1,602
| +92% | +$203K | 0.21% | 56 |
|
2014
Q1 | $219K | Hold |
1,750
| – | – | 0.11% | 67 |
|
2013
Q4 | $207K | Buy |
+1,750
| New | +$207K | 0.12% | 61 |
|