Jones Financial Companies’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 | $174M | Buy |
357,262
+56,297
| +19% | +$27.3M | 0.13% | 61 |
|
|
2025
Q1 | $159M | Buy |
300,965
+64,113
| +27% | +$33.8M | 0.14% | 57 |
|
|
2024
Q4 | $107M | Buy |
236,852
+64,388
| +37% | +$29.2M | 0.1% | 62 |
|
|
2024
Q3 | $79.1M | Buy |
172,464
+55,025
| +47% | +$25.2M | 0.08% | 63 |
|
|
2024
Q2 | $47.8M | Buy |
117,439
+38,268
| +48% | +$15.6M | 0.06% | 63 |
|
|
2024
Q1 | $33.3M | Buy |
79,171
+6,762
| +9% | +$2.84M | 0.05% | 63 |
|
|
2023
Q4 | $25.8M | Sell |
72,409
-3,820
| -5% | -$1.36M | 0.04% | 63 |
|
|
2023
Q3 | $26.7M | Sell |
76,229
-3,094
| -4% | -$1.08M | 0.04% | 57 |
|
|
2023
Q2 | $27M | Sell |
79,323
-652
| -0.8% | -$222K | 0.04% | 59 |
|
|
2023
Q1 | $24.7M | Sell |
79,975
-1,396
| -2% | -$431K | 0.04% | 58 |
|
|
2022
Q4 | $25.1M | Sell |
81,371
-1,093
| -1% | -$338K | 0.04% | 58 |
|
|
2022
Q3 | $22M | Sell |
82,464
-1,450
| -2% | -$387K | 0.04% | 53 |
|
|
2022
Q2 | $22.9M | Sell |
83,914
-1,358
| -2% | -$371K | 0.04% | 54 |
|
|
2022
Q1 | $30.1M | Buy |
85,272
+312
| +0.4% | +$110K | 0.04% | 53 |
|
|
2021
Q4 | $25.4M | Buy |
84,960
+73
| +0.1% | +$21.8K | 0.04% | 59 |
|
|
2021
Q3 | $23.2M | Sell |
84,887
-1,557
| -2% | -$425K | 0.03% | 58 |
|
|
2021
Q2 | $24M | Sell |
86,444
-3,044
| -3% | -$846K | 0.04% | 58 |
|
|
2021
Q1 | $22.9M | Buy |
89,488
+659
| +0.7% | +$168K | 0.04% | 59 |
|
|
2020
Q4 | $20.6M | Sell |
88,829
-472
| -0.5% | -$109K | 0.04% | 59 |
|
|
2020
Q3 | $19M | Sell |
89,301
-1,818
| -2% | -$387K | 0.04% | 59 |
|
|
2020
Q2 | $16.3M | Buy |
91,119
+3,269
| +4% | +$584K | 0.04% | 60 |
|
|
2020
Q1 | $16.1M | Buy |
87,850
+4,879
| +6% | +$892K | 0.04% | 56 |
|
|
2019
Q4 | $18.8M | Sell |
82,971
-1,215
| -1% | -$275K | 0.04% | 53 |
|
|
2019
Q3 | $17.5M | Buy |
84,186
+1,370
| +2% | +$285K | 0.04% | 53 |
|
|
2019
Q2 | $17.7M | Buy |
82,816
+2,965
| +4% | +$632K | 0.04% | 53 |
|
|
2019
Q1 | $16M | Buy |
79,851
+1,209
| +2% | +$243K | 0.04% | 54 |
|
|
2018
Q4 | $16.1M | Sell |
78,642
-883
| -1% | -$180K | 0.04% | 48 |
|
|
2018
Q3 | $17M | Buy |
79,525
+145
| +0.2% | +$31K | 0.04% | 47 |
|
|
2018
Q2 | $14.8M | Buy |
79,380
+2,108
| +3% | +$393K | 0.03% | 49 |
|
|
2018
Q1 | $15.4M | Sell |
77,272
-15
| -0% | -$2.99K | 0.04% | 45 |
|
|
2017
Q4 | $15.3M | Sell |
77,287
-589
| -0.8% | -$117K | 0.04% | 48 |
|
|
2017
Q3 | $14.3M | Sell |
77,876
-639
| -0.8% | -$117K | 0.04% | 49 |
|
|
2017
Q2 | $13.3M | Sell |
78,515
-769
| -1% | -$130K | 0.04% | 50 |
|
|
2017
Q1 | $13.2M | Sell |
79,284
-1,258
| -2% | -$210K | 0.04% | 51 |
|
|
2016
Q4 | $13.1M | Buy |
80,542
+186
| +0.2% | +$30.3K | 0.05% | 48 |
|
|
2016
Q3 | $11.6M | Buy |
80,356
+1,797
| +2% | +$260K | 0.05% | 52 |
|
|
2016
Q2 | $11.4M | Buy |
78,559
+9,440
| +14% | +$1.37M | 0.05% | 49 |
|
|
2016
Q1 | $9.81M | Buy |
69,119
+15,625
| +29% | +$2.22M | 0.06% | 47 |
|
|
2015
Q4 | $7.06M | Buy |
53,494
+29,050
| +119% | +$3.84M | 0.04% | 62 |
|
|
2015
Q3 | $3.19M | Buy |
24,444
+14,111
| +137% | +$1.84M | 0.02% | 94 |
|
|
2015
Q2 | $1.41M | Sell |
10,333
-1,018
| -9% | -$139K | 0.01% | 136 |
|
|
2015
Q1 | $1.64M | Sell |
11,351
-9,196
| -45% | -$1.33M | 0.01% | 131 |
|
|
2014
Q4 | $3.09M | Sell |
20,547
-377
| -2% | -$56.6K | 0.02% | 100 |
|
|
2014
Q3 | $2.89M | Sell |
20,924
-3,887
| -16% | -$537K | 0.02% | 102 |
|
|
2014
Q2 | $3.14M | Buy |
24,811
+4,168
| +20% | +$527K | 0.02% | 100 |
|
|
2014
Q1 | $2.58M | Buy |
20,643
+1,559
| +8% | +$195K | 0.02% | 113 |
|
|
2013
Q4 | $2.26M | Buy |
19,084
+49
| +0.3% | +$5.81K | 0.02% | 112 |
|
|
2013
Q3 | $2.16M | Buy |
19,035
+3,539
| +23% | +$402K | 0.02% | 111 |
|
|
2013
Q2 | $1.74M | Buy |
+15,496
| New | +$1.74M | 0.02% | 117 |
|