MHS
M Holdings Securities’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13,220
| Closed | -$5.99M | – | 146 |
|
|
2024
Q4 | $5.99M | Buy |
13,220
+5
| +0% | +$2.27K | 0.97% | 25 |
|
|
2024
Q3 | $6.08M | Sell |
13,215
-21,673
| -62% | -$9.97M | 1.53% | 14 |
|
|
2024
Q2 | $14.2M | Buy |
34,888
+16,461
| +89% | +$6.7M | 1.84% | 12 |
|
|
2024
Q1 | $7.75M | Buy |
18,427
+248
| +1% | +$104K | 1.3% | 16 |
|
|
2023
Q4 | $6.48M | Buy |
18,179
+2,959
| +19% | +$1.06M | 0.73% | 28 |
|
|
2023
Q3 | $5.33M | Sell |
15,220
-55
| -0.4% | -$19.3K | 0.7% | 32 |
|
|
2023
Q2 | $5.21M | Sell |
15,275
-4,893
| -24% | -$1.67M | 1.07% | 13 |
|
|
2023
Q1 | $6.2M | Sell |
20,168
-40
| -0.2% | -$12.3K | 0.64% | 24 |
|
|
2022
Q4 | $6.24M | Sell |
20,208
-353
| -2% | -$109K | 0.66% | 32 |
|
|
2022
Q3 | $5.49M | Sell |
20,561
-8
| -0% | -$2.14K | 0.61% | 36 |
|
|
2022
Q2 | $5.62M | Buy |
20,569
+1,356
| +7% | +$370K | 0.57% | 38 |
|
|
2022
Q1 | $6.78M | Buy |
+19,213
| New | +$6.78M | 0.51% | 41 |
|
|
2021
Q2 | $5.67M | Sell |
20,396
-1,235
| -6% | -$343K | 0.55% | 44 |
|
|
2021
Q1 | $5.53M | Buy |
21,631
+340
| +2% | +$86.9K | 0.5% | 43 |
|
|
2020
Q4 | $4.94M | Buy |
21,291
+6,719
| +46% | +$1.56M | 0.63% | 34 |
|
|
2020
Q3 | $3.1M | Sell |
14,572
-7,439
| -34% | -$1.58M | 0.49% | 51 |
|
|
2020
Q2 | $3.93M | Sell |
22,011
-9,295
| -30% | -$1.66M | 0.7% | 33 |
|
|
2020
Q1 | $5.72M | Buy |
31,306
+18,964
| +154% | +$3.47M | 0.85% | 26 |
|
|
2019
Q4 | $2.8M | Sell |
12,342
-7,165
| -37% | -$1.62M | 0.82% | 35 |
|
|
2019
Q3 | $4.06M | Buy |
+19,507
| New | +$4.06M | 1.24% | 18 |
|
|
2019
Q2 | – | Sell |
-13,710
| Closed | -$2.75M | – | 184 |
|
|
2019
Q1 | $2.75M | Sell |
13,710
-7,143
| -34% | -$1.43M | 0.64% | 36 |
|
|
2018
Q4 | $4.26M | Buy |
20,853
+840
| +4% | +$172K | 1.32% | 11 |
|
|
2018
Q3 | $4.29M | Buy |
20,013
+688
| +4% | +$147K | 1.12% | 14 |
|
|
2018
Q2 | $3.61M | Buy |
19,325
+7,628
| +65% | +$1.42M | 0.99% | 17 |
|
|
2018
Q1 | $2.33M | Sell |
11,697
-6,009
| -34% | -$1.2M | 0.71% | 27 |
|
|
2017
Q4 | $3.51M | Buy |
17,706
+309
| +2% | +$61.3K | 1.06% | 14 |
|
|
2017
Q3 | $3.19M | Buy |
17,397
+1,047
| +6% | +$192K | 1.01% | 17 |
|
|
2017
Q2 | $2.77M | Sell |
16,350
-7,208
| -31% | -$1.22M | 0.94% | 19 |
|
|
2017
Q1 | $3.93M | Sell |
23,558
-49,570
| -68% | -$8.26M | 1.51% | 11 |
|
|
2016
Q4 | $9.46M | Buy |
73,128
+27,143
| +59% | +$3.51M | 3.28% | 2 |
|
|
2016
Q3 | $6.64M | Sell |
45,985
-2,507
| -5% | -$362K | 3.03% | 4 |
|
|
2016
Q2 | $7.02M | Sell |
48,492
-2,918
| -6% | -$422K | 3.59% | 2 |
|
|
2016
Q1 | $7.29M | Sell |
51,410
-681
| -1% | -$96.6K | 4.46% | 1 |
|
|
2015
Q4 | $6.88M | Sell |
52,091
-1,205
| -2% | -$159K | 4.6% | 1 |
|
|
2015
Q3 | $6.95M | Sell |
53,296
-2,434
| -4% | -$317K | 4.95% | 1 |
|
|
2015
Q2 | $7.59M | Buy |
55,730
+1,797
| +3% | +$245K | 5.07% | 1 |
|
|
2015
Q1 | $8M | Sell |
53,933
-1,416
| -3% | -$210K | 5.22% | 1 |
|
|
2014
Q4 | $8.31M | Buy |
55,349
+7,523
| +16% | +$1.13M | 5.39% | 1 |
|
|
2014
Q3 | $6.57M | Sell |
47,826
-14,076
| -23% | -$1.93M | 3.67% | 1 |
|
|
2014
Q2 | $7.83M | Buy |
61,902
+3,940
| +7% | +$499K | 5.01% | 1 |
|
|
2014
Q1 | $7.24M | Sell |
57,962
-3,259
| -5% | -$407K | 7.6% | 1 |
|
|
2013
Q4 | $7.26M | Buy |
+61,221
| New | +$7.26M | 5.17% | 2 |
|