Goelzer Investment 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 | $7.1M | Sell |
14,619
-7,253
| -33% | -$3.52M | 0.39% | 56 |
|
2025
Q1 | $11.6M | Buy |
21,872
+160
| +0.7% | +$85.2K | 0.67% | 25 |
|
2024
Q4 | $9.84M | Buy |
21,712
+1,611
| +8% | +$730K | 0.57% | 29 |
|
2024
Q3 | $9.25M | Sell |
20,101
-1,775
| -8% | -$817K | 0.51% | 36 |
|
2024
Q2 | $8.9M | Sell |
21,876
-809
| -4% | -$329K | 0.5% | 36 |
|
2024
Q1 | $9.54M | Sell |
22,685
-1,075
| -5% | -$452K | 0.54% | 31 |
|
2023
Q4 | $8.47M | Buy |
23,760
+241
| +1% | +$86K | 0.55% | 37 |
|
2023
Q3 | $8.24M | Sell |
23,519
-509
| -2% | -$178K | 0.58% | 34 |
|
2023
Q2 | $8.19M | Sell |
24,028
-698
| -3% | -$238K | 0.69% | 40 |
|
2023
Q1 | $7.63M | Sell |
24,726
-4,998
| -17% | -$1.54M | 0.66% | 44 |
|
2022
Q4 | $9.18M | Sell |
29,724
-785
| -3% | -$242K | 0.79% | 30 |
|
2022
Q3 | $8.15M | Buy |
30,509
+312
| +1% | +$83.3K | 0.81% | 31 |
|
2022
Q2 | $8.24M | Sell |
30,197
-1,359
| -4% | -$371K | 0.8% | 32 |
|
2022
Q1 | $11.1M | Buy |
31,556
+2,820
| +10% | +$995K | 0.96% | 21 |
|
2021
Q4 | $8.59M | Buy |
28,736
+1,521
| +6% | +$455K | 0.7% | 39 |
|
2021
Q3 | $7.43M | Sell |
27,215
-4,169
| -13% | -$1.14M | 0.65% | 47 |
|
2021
Q2 | $8.72M | Sell |
31,384
-846
| -3% | -$235K | 0.72% | 41 |
|
2021
Q1 | $8.23M | Sell |
32,230
-1,677
| -5% | -$428K | 0.73% | 41 |
|
2020
Q4 | $7.86M | Sell |
33,907
-4,669
| -12% | -$1.08M | 0.72% | 41 |
|
2020
Q3 | $8.21M | Sell |
38,576
-267
| -0.7% | -$56.9K | 0.76% | 32 |
|
2020
Q2 | $6.93M | Sell |
38,843
-317
| -0.8% | -$56.6K | 0.67% | 38 |
|
2020
Q1 | $7.16M | Buy |
39,160
+9,500
| +32% | +$1.74M | 0.82% | 29 |
|
2019
Q4 | $6.72M | Sell |
29,660
-578
| -2% | -$131K | 0.58% | 55 |
|
2019
Q3 | $6.29M | Sell |
30,238
-134
| -0.4% | -$27.9K | 0.58% | 54 |
|
2019
Q2 | $6.47M | Buy |
30,372
+447
| +1% | +$95.3K | 0.6% | 48 |
|
2019
Q1 | $6.01M | Buy |
29,925
+3,182
| +12% | +$639K | 0.57% | 52 |
|
2018
Q4 | $5.46M | Sell |
26,743
-868
| -3% | -$177K | 0.7% | 47 |
|
2018
Q3 | $5.91M | Sell |
27,611
-739
| -3% | -$158K | 0.66% | 58 |
|
2018
Q2 | $5.29M | Sell |
28,350
-696
| -2% | -$130K | 0.62% | 63 |
|
2018
Q1 | $5.79M | Sell |
29,046
-1,350
| -4% | -$269K | 0.69% | 49 |
|
2017
Q4 | $6.03M | Buy |
30,396
+459
| +2% | +$91K | 0.68% | 52 |
|
2017
Q3 | $5.49M | Buy |
29,937
+515
| +2% | +$94.4K | 0.65% | 55 |
|
2017
Q2 | $4.98M | Sell |
29,422
-1,459
| -5% | -$247K | 0.61% | 64 |
|
2017
Q1 | $5.15M | Sell |
30,881
-2,060
| -6% | -$343K | 0.64% | 55 |
|
2016
Q4 | $5.37M | Sell |
32,941
-5,975
| -15% | -$974K | 0.7% | 45 |
|
2016
Q3 | $5.62M | Sell |
38,916
-637
| -2% | -$92K | 0.76% | 40 |
|
2016
Q2 | $5.73M | Sell |
39,553
-2,151
| -5% | -$311K | 0.79% | 37 |
|
2016
Q1 | $5.92M | Buy |
41,704
+190
| +0.5% | +$27K | 0.84% | 30 |
|
2015
Q4 | $5.48M | Buy |
41,514
+781
| +2% | +$103K | 0.8% | 37 |
|
2015
Q3 | $5.31M | Sell |
40,733
-320
| -0.8% | -$41.7K | 0.84% | 32 |
|
2015
Q2 | $5.59M | Sell |
41,053
-947
| -2% | -$129K | 0.84% | 29 |
|
2015
Q1 | $6.06M | Sell |
42,000
-335
| -0.8% | -$48.3K | 0.92% | 27 |
|
2014
Q4 | $6.36M | Buy |
42,335
+5,392
| +15% | +$810K | 0.96% | 26 |
|
2014
Q3 | $5.1M | Sell |
36,943
-946
| -2% | -$131K | 0.85% | 40 |
|
2014
Q2 | $4.8M | Buy |
37,889
+29
| +0.1% | +$3.67K | 0.8% | 46 |
|
2014
Q1 | $4.73M | Buy |
37,860
+620
| +2% | +$77.5K | 0.84% | 42 |
|
2013
Q4 | $4.42M | Sell |
37,240
-53
| -0.1% | -$6.28K | 0.8% | 44 |
|
2013
Q3 | $4.23M | Sell |
37,293
-36,853
| -50% | -$4.18M | 0.86% | 40 |
|
2013
Q2 | $8.3M | Buy |
+74,146
| New | +$8.3M | 0.88% | 34 |
|