J.V. Bruni & Co’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 | $902K | Sell |
1,857
-32
| -2% | -$15.5K | 0.1% | 31 |
|
|
2025
Q1 | $1.01M | Buy |
1,889
+22
| +1% | +$11.7K | 0.12% | 29 |
|
|
2024
Q4 | $846K | Sell |
1,867
-566
| -23% | -$257K | 0.1% | 30 |
|
|
2024
Q3 | $1.12M | Sell |
2,433
-79
| -3% | -$36.4K | 0.12% | 28 |
|
|
2024
Q2 | $1.02M | Sell |
2,512
-63
| -2% | -$25.6K | 0.13% | 28 |
|
|
2024
Q1 | $1.08M | Sell |
2,575
-916
| -26% | -$385K | 0.13% | 27 |
|
|
2023
Q4 | $1.25M | Sell |
3,491
-6
| -0.2% | -$2.14K | 0.15% | 28 |
|
|
2023
Q3 | $1.22M | Sell |
3,497
-80
| -2% | -$28K | 0.17% | 29 |
|
|
2023
Q2 | $1.22M | Sell |
3,577
-84
| -2% | -$28.6K | 0.16% | 29 |
|
|
2023
Q1 | $1.13M | Buy |
3,661
+30
| +0.8% | +$9.26K | 0.16% | 29 |
|
|
2022
Q4 | $1.12M | Sell |
3,631
-82
| -2% | -$25.3K | 0.16% | 31 |
|
|
2022
Q3 | $991K | Sell |
3,713
-116
| -3% | -$31K | 0.16% | 31 |
|
|
2022
Q2 | $1.05M | Sell |
3,829
-104
| -3% | -$28.4K | 0.16% | 31 |
|
|
2022
Q1 | $1.39M | Sell |
3,933
-127
| -3% | -$44.8K | 0.17% | 32 |
|
|
2021
Q4 | $1.21M | Sell |
4,060
-304
| -7% | -$90.9K | 0.15% | 32 |
|
|
2021
Q3 | $1.19M | Sell |
4,364
-190
| -4% | -$51.9K | 0.16% | 31 |
|
|
2021
Q2 | $1.27M | Sell |
4,554
-5,242
| -54% | -$1.46M | 0.16% | 32 |
|
|
2021
Q1 | $2.5M | Sell |
9,796
-10,082
| -51% | -$2.58M | 0.32% | 29 |
|
|
2020
Q4 | $4.61M | Sell |
19,878
-73,587
| -79% | -$17.1M | 0.71% | 26 |
|
|
2020
Q3 | $19.9M | Sell |
93,465
-45,756
| -33% | -$9.74M | 3.97% | 12 |
|
|
2020
Q2 | $24.9M | Buy |
139,221
+2,207
| +2% | +$394K | 5.32% | 7 |
|
|
2020
Q1 | $25.1M | Sell |
137,014
-2,018
| -1% | -$369K | 6.43% | 4 |
|
|
2019
Q4 | $31.5M | Sell |
139,032
-5,745
| -4% | -$1.3M | 5.39% | 8 |
|
|
2019
Q3 | $30.1M | Sell |
144,777
-859
| -0.6% | -$179K | 5.44% | 7 |
|
|
2019
Q2 | $31M | Sell |
145,636
-1,059
| -0.7% | -$226K | 5.48% | 7 |
|
|
2019
Q1 | $29.5M | Buy |
146,695
+248
| +0.2% | +$49.8K | 5.35% | 8 |
|
|
2018
Q4 | $29.9M | Sell |
146,447
-5,074
| -3% | -$1.04M | 5.86% | 5 |
|
|
2018
Q3 | $32.4M | Sell |
151,521
-1,382
| -0.9% | -$296K | 5.26% | 7 |
|
|
2018
Q2 | $28.5M | Sell |
152,903
-2,263
| -1% | -$422K | 4.96% | 9 |
|
|
2018
Q1 | $31M | Sell |
155,166
-11,087
| -7% | -$2.21M | 5.34% | 8 |
|
|
2017
Q4 | $33M | Buy |
166,253
+141
| +0.1% | +$27.9K | 5.56% | 9 |
|
|
2017
Q3 | $30.5M | Sell |
166,112
-3,367
| -2% | -$617K | 5.81% | 8 |
|
|
2017
Q2 | $28.7M | Sell |
169,479
-1,782
| -1% | -$302K | 5.47% | 8 |
|
|
2017
Q1 | $28.5M | Sell |
171,261
-3,867
| -2% | -$645K | 4.98% | 9 |
|
|
2016
Q4 | $28.5M | Sell |
175,128
-3,989
| -2% | -$650K | 5.2% | 8 |
|
|
2016
Q3 | $25.9M | Sell |
179,117
-3,252
| -2% | -$470K | 5% | 8 |
|
|
2016
Q2 | $26.4M | Sell |
182,369
-2,307
| -1% | -$334K | 5.21% | 6 |
|
|
2016
Q1 | $26.2M | Buy |
184,676
+399
| +0.2% | +$56.6K | 4.97% | 7 |
|
|
2015
Q4 | $24.3M | Buy |
184,277
+1,092
| +0.6% | +$144K | 4.82% | 7 |
|
|
2015
Q3 | $23.9M | Sell |
183,185
-2,228
| -1% | -$291K | 4.85% | 8 |
|
|
2015
Q2 | $25.2M | Buy |
185,413
+1,054
| +0.6% | +$143K | 4.44% | 7 |
|
|
2015
Q1 | $26.6M | Buy |
184,359
+1,048
| +0.6% | +$151K | 4.58% | 8 |
|
|
2014
Q4 | $27.5M | Sell |
183,311
-9,390
| -5% | -$1.41M | 4.87% | 7 |
|
|
2014
Q3 | $26.6M | Buy |
192,701
+2,096
| +1% | +$290K | 5.06% | 8 |
|
|
2014
Q2 | $24.1M | Sell |
190,605
-2,771
| -1% | -$351K | 4.49% | 8 |
|
|
2014
Q1 | $24.2M | Buy |
193,376
+291
| +0.2% | +$36.4K | 4.53% | 8 |
|
|
2013
Q4 | $22.9M | Buy |
193,085
+189
| +0.1% | +$22.4K | 4.39% | 7 |
|
|
2013
Q3 | $21.9M | Sell |
192,896
-478
| -0.2% | -$54.3K | 4.53% | 7 |
|
|
2013
Q2 | $21.6M | Buy |
+193,374
| New | +$21.6M | 4.7% | 7 |
|