Klingman & Associates’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 | $5.22M | Buy |
10,752
+787
| +8% | +$382K | 0.29% | 43 |
|
|
2025
Q1 | $5.31M | Buy |
9,965
+590
| +6% | +$314K | 0.32% | 41 |
|
|
2024
Q4 | $4.25M | Buy |
9,375
+25
| +0.3% | +$11.3K | 0.26% | 46 |
|
|
2024
Q3 | $4.3M | Buy |
9,350
+1,316
| +16% | +$606K | 0.27% | 47 |
|
|
2024
Q2 | $3.27M | Sell |
8,034
-769
| -9% | -$313K | 0.22% | 48 |
|
|
2024
Q1 | $3.7M | Buy |
8,803
+125
| +1% | +$52.6K | 0.26% | 45 |
|
|
2023
Q4 | $3.1M | Sell |
8,678
-341
| -4% | -$122K | 0.23% | 48 |
|
|
2023
Q3 | $3.16M | Buy |
9,019
+1,166
| +15% | +$408K | 0.26% | 47 |
|
|
2023
Q2 | $2.68M | Sell |
7,853
-203
| -3% | -$69.2K | 0.22% | 48 |
|
|
2023
Q1 | $2.49M | Buy |
8,056
+34
| +0.4% | +$10.5K | 0.21% | 49 |
|
|
2022
Q4 | $2.48M | Buy |
8,022
+231
| +3% | +$71.4K | 0.22% | 48 |
|
|
2022
Q3 | $2.08M | Buy |
7,791
+72
| +0.9% | +$19.2K | 0.2% | 48 |
|
|
2022
Q2 | $2.11M | Sell |
7,719
-79
| -1% | -$21.6K | 0.21% | 49 |
|
|
2022
Q1 | $2.75M | Sell |
7,798
-16
| -0.2% | -$5.65K | 0.23% | 43 |
|
|
2021
Q4 | $2.34M | Buy |
7,814
+108
| +1% | +$32.3K | 0.2% | 45 |
|
|
2021
Q3 | $2.1M | Buy |
7,706
+47
| +0.6% | +$12.8K | 0.2% | 45 |
|
|
2021
Q2 | $2.13M | Buy |
7,659
+46
| +0.6% | +$12.8K | 0.2% | 44 |
|
|
2021
Q1 | $1.95M | Buy |
7,613
+29
| +0.4% | +$7.41K | 0.2% | 45 |
|
|
2020
Q4 | $1.76M | Buy |
7,584
+93
| +1% | +$21.6K | 0.2% | 45 |
|
|
2020
Q3 | $1.6M | Buy |
7,491
+269
| +4% | +$57.3K | 0.21% | 41 |
|
|
2020
Q2 | $1.29M | Sell |
7,222
-258
| -3% | -$46K | 0.2% | 47 |
|
|
2020
Q1 | $1.37M | Buy |
7,480
+133
| +2% | +$24.3K | 0.28% | 48 |
|
|
2019
Q4 | $1.66M | Buy |
7,347
+100
| +1% | +$22.6K | 0.27% | 41 |
|
|
2019
Q3 | $1.51M | Buy |
7,247
+199
| +3% | +$41.4K | 0.27% | 41 |
|
|
2019
Q2 | $1.5M | Buy |
7,048
+171
| +2% | +$36.4K | 0.28% | 42 |
|
|
2019
Q1 | $1.38M | Buy |
6,877
+31
| +0.5% | +$6.23K | 0.27% | 41 |
|
|
2018
Q4 | $1.4M | Sell |
6,846
-1
| -0% | -$204 | 0.31% | 38 |
|
|
2018
Q3 | $1.47M | Buy |
6,847
+100
| +1% | +$21.4K | 0.3% | 34 |
|
|
2018
Q2 | $1.26M | Sell |
6,747
-204
| -3% | -$38.1K | 0.27% | 36 |
|
|
2018
Q1 | $1.39M | Sell |
6,951
-3,636
| -34% | -$726K | 0.31% | 31 |
|
|
2017
Q4 | $2.1M | Buy |
10,587
+7,489
| +242% | +$1.48M | 0.46% | 29 |
|
|
2017
Q3 | $568K | Hold |
3,098
| – | – | 0.14% | 54 |
|
|
2017
Q2 | $525K | Sell |
3,098
-169
| -5% | -$28.6K | 0.14% | 54 |
|
|
2017
Q1 | $547K | Buy |
3,267
+239
| +8% | +$40K | 0.15% | 54 |
|
|
2016
Q4 | $494K | Sell |
3,028
-150
| -5% | -$24.5K | 0.15% | 55 |
|
|
2016
Q3 | $459K | Buy |
3,178
+150
| +5% | +$21.7K | 0.14% | 58 |
|
|
2016
Q2 | $438K | Hold |
3,028
| – | – | 0.14% | 58 |
|
|
2016
Q1 | $430K | Sell |
3,028
-2,111
| -41% | -$300K | 0.15% | 60 |
|
|
2015
Q4 | $679K | Hold |
5,139
| – | – | 0.25% | 46 |
|
|
2015
Q3 | $670K | Buy |
5,139
+2,689
| +110% | +$351K | 0.26% | 47 |
|
|
2015
Q2 | $333K | Hold |
2,450
| – | – | 0.13% | 67 |
|
|
2015
Q1 | $354K | Hold |
2,450
| – | – | 0.15% | 63 |
|
|
2014
Q4 | $367K | Buy |
+2,450
| New | +$367K | 0.15% | 62 |
|