Financial Counselors Inc’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 | – | Sell |
-179,151
| Closed | -$95.4M | – | 73 |
|
|
2025
Q1 | $95.4M | Sell |
179,151
-2,376
| -1% | -$1.27M | 1.45% | 11 |
|
|
2024
Q4 | $82.3M | Buy |
181,527
+1,988
| +1% | +$901K | 1.2% | 12 |
|
|
2024
Q3 | $82.6M | Sell |
179,539
-5,030
| -3% | -$2.32M | 1.22% | 13 |
|
|
2024
Q2 | $75.1M | Buy |
184,569
+1,985
| +1% | +$807K | 1.21% | 14 |
|
|
2024
Q1 | $76.8M | Buy |
182,584
+11,203
| +7% | +$4.71M | 1.29% | 11 |
|
|
2023
Q4 | $61.1M | Buy |
171,381
+2,078
| +1% | +$741K | 1.09% | 16 |
|
|
2023
Q3 | $59.3M | Buy |
169,303
+689
| +0.4% | +$241K | 1.19% | 15 |
|
|
2023
Q2 | $57.5M | Sell |
168,614
-321
| -0.2% | -$109K | 1.17% | 15 |
|
|
2023
Q1 | $52.2M | Sell |
168,935
-2,943
| -2% | -$909K | 1.12% | 17 |
|
|
2022
Q4 | $53.1M | Buy |
171,878
+1,867
| +1% | +$577K | 1.19% | 13 |
|
|
2022
Q3 | $45.4M | Sell |
170,011
-266
| -0.2% | -$71K | 1.12% | 14 |
|
|
2022
Q2 | $46.5M | Buy |
170,277
+7,374
| +5% | +$2.01M | 1.09% | 17 |
|
|
2022
Q1 | $57.5M | Buy |
162,903
+4,603
| +3% | +$1.62M | 1.19% | 14 |
|
|
2021
Q4 | $47.3M | Sell |
158,300
-6,971
| -4% | -$2.08M | 0.97% | 20 |
|
|
2021
Q3 | $45.1M | Buy |
165,271
+2,417
| +1% | +$660K | 0.97% | 20 |
|
|
2021
Q2 | $45.3M | Buy |
162,854
+2,269
| +1% | +$631K | 0.98% | 19 |
|
|
2021
Q1 | $41M | Buy |
160,585
+7,724
| +5% | +$1.97M | 0.95% | 23 |
|
|
2020
Q4 | $35.4M | Buy |
152,861
+1,251
| +0.8% | +$290K | 0.89% | 27 |
|
|
2020
Q3 | $32.3M | Sell |
151,610
-5,747
| -4% | -$1.22M | 0.95% | 24 |
|
|
2020
Q2 | $28.1M | Buy |
157,357
+46,393
| +42% | +$8.28M | 0.9% | 29 |
|
|
2020
Q1 | $20.3M | Buy |
110,964
+9,902
| +10% | +$1.81M | 0.9% | 27 |
|
|
2019
Q4 | $22.9M | Buy |
101,062
+6,008
| +6% | +$1.36M | 0.82% | 30 |
|
|
2019
Q3 | $19.8M | Buy |
95,054
+9,723
| +11% | +$2.02M | 0.78% | 33 |
|
|
2019
Q2 | $18.2M | Buy |
85,331
+22,010
| +35% | +$4.69M | 0.74% | 37 |
|
|
2019
Q1 | $12.7M | Buy |
63,321
+325
| +0.5% | +$65.3K | 0.54% | 56 |
|
|
2018
Q4 | $12.9M | Sell |
62,996
-752
| -1% | -$154K | 0.63% | 45 |
|
|
2018
Q3 | $13.6M | Sell |
63,748
-3,299
| -5% | -$706K | 0.6% | 50 |
|
|
2018
Q2 | $12.5M | Buy |
67,047
+2,735
| +4% | +$510K | 0.58% | 53 |
|
|
2018
Q1 | $12.8M | Sell |
64,312
-8,389
| -12% | -$1.67M | 0.61% | 47 |
|
|
2017
Q4 | $14.4M | Sell |
72,701
-1,641
| -2% | -$325K | 0.66% | 45 |
|
|
2017
Q3 | $13.6M | Buy |
74,342
+2,790
| +4% | +$511K | 0.66% | 43 |
|
|
2017
Q2 | $12.1M | Buy |
71,552
+176
| +0.2% | +$29.8K | 0.6% | 47 |
|
|
2017
Q1 | $11.9M | Buy |
71,376
+1,535
| +2% | +$256K | 0.61% | 45 |
|
|
2016
Q4 | $11.4M | Buy |
+69,841
| New | +$11.4M | 0.61% | 40 |
|
|
2016
Q2 | $9.45M | Buy |
65,270
+2,798
| +4% | +$405K | 0.56% | 52 |
|
|
2016
Q1 | $8.86M | Buy |
62,472
+735
| +1% | +$104K | 0.55% | 52 |
|
|
2015
Q4 | $8.15M | Buy |
61,737
+946
| +2% | +$125K | 0.53% | 56 |
|
|
2015
Q3 | $7.93M | Buy |
60,791
+4,402
| +8% | +$574K | 0.55% | 56 |
|
|
2015
Q2 | $7.68M | Sell |
56,389
-261
| -0.5% | -$35.5K | 0.49% | 64 |
|
|
2015
Q1 | $8.18M | Sell |
56,650
-63
| -0.1% | -$9.09K | 0.51% | 58 |
|
|
2014
Q4 | $8.52M | Buy |
56,713
+881
| +2% | +$132K | 0.54% | 54 |
|
|
2014
Q3 | $7.71M | Buy |
55,832
+3,927
| +8% | +$543K | 0.54% | 51 |
|
|
2014
Q2 | $6.57M | Buy |
51,905
+968
| +2% | +$123K | 0.46% | 72 |
|
|
2014
Q1 | $6.37M | Sell |
50,937
-885
| -2% | -$111K | 0.46% | 70 |
|
|
2013
Q4 | $6.14M | Buy |
51,822
+1,309
| +3% | +$155K | 0.46% | 73 |
|
|
2013
Q3 | $5.73M | Buy |
50,513
+402
| +0.8% | +$45.6K | 0.47% | 70 |
|
|
2013
Q2 | $5.61M | Buy |
+50,111
| New | +$5.61M | 0.47% | 69 |
|