MAM
Marotta Asset Management’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 | $556K | Sell |
1,144
-10
| -0.9% | -$4.86K | 0.11% | 62 |
|
|
2025
Q1 | $531K | Sell |
1,154
-8
| -0.7% | -$3.68K | 0.1% | 70 |
|
|
2024
Q4 | $524K | Buy |
1,162
+8
| +0.7% | +$3.61K | 0.11% | 68 |
|
|
2024
Q3 | $531K | Hold |
1,154
| – | – | 0.1% | 70 |
|
|
2024
Q2 | $468K | Buy |
1,154
+106
| +10% | +$43K | 0.1% | 70 |
|
|
2024
Q1 | $441K | Sell |
1,048
-76
| -7% | -$32K | 0.09% | 74 |
|
|
2023
Q4 | $401K | Sell |
1,124
-52
| -4% | -$18.5K | 0.09% | 76 |
|
|
2023
Q3 | $412K | Sell |
1,176
-95
| -7% | -$33.3K | 0.1% | 72 |
|
|
2023
Q2 | $433K | Buy |
+1,271
| New | +$433K | 0.1% | 73 |
|
|
2022
Q4 | $399K | Buy |
1,292
+4
| +0.3% | +$1.24K | 0.1% | 76 |
|
|
2022
Q3 | $344K | Hold |
1,288
| – | – | 0.09% | 75 |
|
|
2022
Q2 | $357K | Buy |
1,288
+20
| +2% | +$5.55K | 0.09% | 81 |
|
|
2022
Q1 | $447K | Hold |
1,268
| – | – | 0.1% | 73 |
|
|
2021
Q4 | $379K | Sell |
1,268
-60
| -5% | -$17.9K | 0.09% | 77 |
|
|
2021
Q3 | $362K | Buy |
1,328
+24
| +2% | +$6.55K | 0.09% | 75 |
|
|
2021
Q2 | $365K | Sell |
1,304
-54
| -4% | -$15.1K | 0.09% | 74 |
|
|
2021
Q1 | $351K | Hold |
1,358
| – | – | 0.09% | 72 |
|
|
2020
Q4 | $315K | Sell |
1,358
-118
| -8% | -$27.4K | 0.08% | 63 |
|
|
2020
Q3 | $314K | Sell |
1,476
-77
| -5% | -$16.4K | 0.1% | 62 |
|
|
2020
Q2 | $277K | Sell |
1,553
-83
| -5% | -$14.8K | 0.09% | 68 |
|
|
2020
Q1 | $288K | Sell |
1,636
-5
| -0.3% | -$880 | 0.11% | 64 |
|
|
2019
Q4 | $367K | Buy |
+1,641
| New | +$367K | 0.11% | 70 |
|