Janney Montgomery Scott’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 | $237M | Buy |
486,912
+1,571
| +0.3% | +$763K | 0.62% | 26 |
|
|
2025
Q1 | $258M | Sell |
485,341
-19,451
| -4% | -$10.4M | 0.73% | 20 |
|
|
2024
Q4 | $229M | Buy |
504,792
+5,837
| +1% | +$2.65M | 0.63% | 27 |
|
|
2024
Q3 | $230M | Sell |
498,955
-9,108
| -2% | -$4.19M | 0.64% | 26 |
|
|
2024
Q2 | $207M | Buy |
508,063
+1,753
| +0.3% | +$713K | 0.63% | 27 |
|
|
2024
Q1 | $213M | Buy |
506,310
+9,713
| +2% | +$4.08M | 0.63% | 26 |
|
|
2023
Q4 | $177M | Sell |
496,597
-679
| -0.1% | -$242K | 0.57% | 27 |
|
|
2023
Q3 | $174M | Buy |
497,276
+9,805
| +2% | +$3.43M | 0.65% | 26 |
|
|
2023
Q2 | $166M | Buy |
+487,471
| New | +$166M | 0.58% | 31 |
|
|
2023
Q1 | – | Sell |
-485,780
| Closed | -$150M | – | 2570 |
|
|
2022
Q4 | $150M | Sell |
485,780
-4,829
| -1% | -$1.49M | 0.58% | 29 |
|
|
2022
Q3 | $131M | Buy |
+490,609
| New | +$131M | 0.56% | 31 |
|
|
2021
Q1 | – | Sell |
-380,558
| Closed | -$88.2M | – | 2256 |
|
|
2020
Q4 | $88.2M | Buy |
380,558
+5,829
| +2% | +$1.35M | 0.43% | 51 |
|
|
2020
Q3 | $79.8M | Buy |
374,729
+5,096
| +1% | +$1.09M | 0.46% | 50 |
|
|
2020
Q2 | $66M | Sell |
369,633
-17,709
| -5% | -$3.16M | 0.42% | 51 |
|
|
2020
Q1 | $70.8M | Buy |
387,342
+1,226
| +0.3% | +$224K | 0.56% | 32 |
|
|
2019
Q4 | $87.5M | Sell |
386,116
-713
| -0.2% | -$161K | 0.57% | 31 |
|
|
2019
Q3 | $80.5M | Buy |
386,829
+3,060
| +0.8% | +$637K | 0.59% | 27 |
|
|
2019
Q2 | $81.8M | Buy |
383,769
+799
| +0.2% | +$170K | 0.63% | 26 |
|
|
2019
Q1 | $76.9M | Buy |
382,970
+15,284
| +4% | +$3.07M | 0.63% | 28 |
|
|
2018
Q4 | $75.1M | Buy |
367,686
+9,822
| +3% | +$2.01M | 0.72% | 22 |
|
|
2018
Q3 | $76.6M | Buy |
357,864
+21,666
| +6% | +$4.64M | 0.66% | 22 |
|
|
2018
Q2 | $62.8M | Buy |
336,198
+3,847
| +1% | +$718K | 0.6% | 29 |
|
|
2018
Q1 | $66.3M | Buy |
332,351
+25,327
| +8% | +$5.05M | 0.67% | 20 |
|
|
2017
Q4 | $60.9M | Buy |
307,024
+5,324
| +2% | +$1.06M | 0.63% | 23 |
|
|
2017
Q3 | $55.3M | Buy |
301,700
+12,321
| +4% | +$2.26M | 0.63% | 25 |
|
|
2017
Q2 | $49M | Buy |
289,379
+11,180
| +4% | +$1.89M | 0.61% | 27 |
|
|
2017
Q1 | $46.4M | Buy |
278,199
+19,812
| +8% | +$3.3M | 0.62% | 28 |
|
|
2016
Q4 | $42.1M | Buy |
258,387
+9,754
| +4% | +$1.59M | 0.64% | 32 |
|
|
2016
Q3 | $35.9M | Buy |
+248,633
| New | +$35.9M | 0.63% | 31 |
|
|
2016
Q2 | – | Sell |
-232,169
| Closed | -$32.9M | – | 728 |
|
|
2016
Q1 | $32.9M | Buy |
232,169
+11,638
| +5% | +$1.65M | 0.86% | 17 |
|
|
2015
Q4 | $29.1M | Buy |
220,531
+20,693
| +10% | +$2.73M | 0.75% | 20 |
|
|
2015
Q3 | $26.1M | Sell |
199,838
-668
| -0.3% | -$87.1K | 0.74% | 23 |
|
|
2015
Q2 | $27.3M | Buy |
200,506
+3,562
| +2% | +$485K | 0.57% | 27 |
|
|
2015
Q1 | $28.4M | Sell |
196,944
-2,668
| -1% | -$385K | 0.53% | 18 |
|
|
2014
Q4 | $30M | Buy |
199,612
+3,693
| +2% | +$555K | 0.6% | 15 |
|
|
2014
Q3 | $27.1M | Buy |
195,919
+1,800
| +0.9% | +$249K | 0.56% | 18 |
|
|
2014
Q2 | $24.6M | Sell |
194,119
-9,140
| -4% | -$1.16M | 0.54% | 18 |
|
|
2014
Q1 | $25.4M | Buy |
203,259
+5,173
| +3% | +$646K | 0.61% | 17 |
|
|
2013
Q4 | $23.5M | Sell |
198,086
-3,526
| -2% | -$418K | 0.62% | 18 |
|
|
2013
Q3 | $22.9M | Buy |
201,612
+177,576
| +739% | +$20.2M | 0.69% | 13 |
|
|
2013
Q2 | $2.69M | Buy |
+24,036
| New | +$2.69M | 0.28% | 89 |
|