HCC
Hirtle Callaghan & Co’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 | $811K | Sell |
1,669
-220
| -12% | -$107K | 0.03% | 67 |
|
|
2025
Q1 | $1.01M | Buy |
1,889
+301
| +19% | +$160K | 0.04% | 66 |
|
|
2024
Q4 | $720K | Buy |
1,588
+5
| +0.3% | +$2.27K | 0.03% | 73 |
|
|
2024
Q3 | $729K | Hold |
1,583
| – | – | 0.03% | 66 |
|
|
2024
Q2 | $644K | Sell |
1,583
-1,701
| -52% | -$692K | 0.03% | 67 |
|
|
2024
Q1 | $1.38M | Buy |
3,284
+1,266
| +63% | +$532K | 0.06% | 49 |
|
|
2023
Q4 | $720K | Buy |
2,018
+270
| +15% | +$96.3K | 0.03% | 61 |
|
|
2023
Q3 | $612K | Buy |
1,748
+31
| +2% | +$10.9K | 0.03% | 61 |
|
|
2023
Q2 | $585K | Sell |
1,717
-1,003
| -37% | -$342K | 0.03% | 60 |
|
|
2023
Q1 | $840K | Sell |
2,720
-11,283
| -81% | -$3.48M | 0.04% | 54 |
|
|
2022
Q4 | $4.33M | Buy |
14,003
+3,701
| +36% | +$1.14M | 0.27% | 35 |
|
|
2022
Q3 | $2.75M | Buy |
10,302
+1,100
| +12% | +$294K | 0.2% | 42 |
|
|
2022
Q2 | $2.51M | Buy |
9,202
+663
| +8% | +$181K | 0.15% | 44 |
|
|
2022
Q1 | $3.01M | Buy |
8,539
+6,621
| +345% | +$2.34M | 0.15% | 40 |
|
|
2021
Q4 | $573K | Buy |
+1,918
| New | +$573K | 0.03% | 63 |
|
|
2017
Q4 | – | Sell |
-136
| Closed | -$25K | – | 161 |
|
|
2017
Q3 | $25K | Hold |
136
| – | – | ﹤0.01% | 138 |
|
|
2017
Q2 | $24K | Sell |
136
-28,086
| -100% | -$4.96M | ﹤0.01% | 116 |
|
|
2017
Q1 | $4.7M | Buy |
+28,222
| New | +$4.7M | 0.77% | 9 |
|
|
2016
Q4 | – | Sell |
-309
| Closed | -$45K | – | 156 |
|
|
2016
Q3 | $45K | Buy |
309
+50
| +19% | +$7.28K | 0.01% | 140 |
|
|
2016
Q2 | $38K | Sell |
259
-585
| -69% | -$85.8K | 0.01% | 128 |
|
|
2016
Q1 | $120K | Sell |
844
-79
| -9% | -$11.2K | 0.02% | 108 |
|
|
2015
Q4 | $122K | Hold |
923
| – | – | 0.03% | 77 |
|
|
2015
Q3 | $121K | Hold |
923
| – | – | 0.02% | 111 |
|
|
2015
Q2 | $126K | Buy |
+923
| New | +$126K | 0.04% | 117 |
|
|
2015
Q1 | – | Sell |
-905
| Closed | -$136K | – | 63 |
|
|
2014
Q4 | $136K | Hold |
905
| – | – | 0.03% | 214 |
|
|
2014
Q3 | $125K | Sell |
905
-2,350
| -72% | -$325K | 0.02% | 222 |
|
|
2014
Q2 | $412K | Buy |
3,255
+2,350
| +260% | +$297K | 0.06% | 162 |
|
|
2014
Q1 | $113K | Buy |
905
+562
| +164% | +$70.2K | 0.02% | 275 |
|
|
2013
Q4 | $41K | Hold |
343
| – | – | 0.01% | 353 |
|
|
2013
Q3 | $39K | Buy |
+343
| New | +$39K | 0.01% | 371 |
|