MPWT
MassMutual Private Wealth & Trust’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 | $45.1M | Buy |
92,774
+577
| +0.6% | +$280K | 1.2% | 16 |
|
|
2025
Q1 | $49.1M | Buy |
92,197
+403
| +0.4% | +$215K | 1.42% | 14 |
|
|
2024
Q4 | $41.6M | Buy |
91,794
+15,729
| +21% | +$7.13M | 1.17% | 19 |
|
|
2024
Q3 | $35M | Buy |
76,065
+1,606
| +2% | +$739K | 1% | 23 |
|
|
2024
Q2 | $30.3M | Buy |
74,459
+438
| +0.6% | +$178K | 0.92% | 26 |
|
|
2024
Q1 | $31.1M | Buy |
74,021
+6,040
| +9% | +$2.54M | 0.97% | 27 |
|
|
2023
Q4 | $24.2M | Sell |
67,981
-937
| -1% | -$334K | 0.81% | 32 |
|
|
2023
Q3 | $24.1M | Buy |
68,918
+526
| +0.8% | +$184K | 0.89% | 30 |
|
|
2023
Q2 | $23.3M | Buy |
68,392
+464
| +0.7% | +$158K | 0.84% | 31 |
|
|
2023
Q1 | $21M | Sell |
67,928
-14,537
| -18% | -$4.49M | 0.8% | 33 |
|
|
2022
Q4 | $25.5M | Buy |
82,465
+731
| +0.9% | +$226K | 1.05% | 23 |
|
|
2022
Q3 | $21.8M | Buy |
81,734
+967
| +1% | +$258K | 0.99% | 25 |
|
|
2022
Q2 | $22.1M | Buy |
80,767
+40
| +0% | +$10.9K | 0.96% | 27 |
|
|
2022
Q1 | $28.5M | Buy |
80,727
+1,209
| +2% | +$427K | 1.08% | 21 |
|
|
2021
Q4 | $23.8M | Sell |
79,518
-1,900
| -2% | -$568K | 0.88% | 33 |
|
|
2021
Q3 | $22.2M | Buy |
81,418
+2,237
| +3% | +$611K | 0.92% | 33 |
|
|
2021
Q2 | $22M | Buy |
79,181
+1,562
| +2% | +$434K | 0.93% | 26 |
|
|
2021
Q1 | $19.8M | Sell |
77,619
-12,400
| -14% | -$3.17M | 0.93% | 26 |
|
|
2020
Q4 | $20.9M | Buy |
90,019
+415
| +0.5% | +$96.2K | 1.07% | 23 |
|
|
2020
Q3 | $19.1M | Sell |
89,604
-3,702
| -4% | -$788K | 1.12% | 19 |
|
|
2020
Q2 | $16.7M | Buy |
93,306
+4,829
| +5% | +$862K | 1.07% | 21 |
|
|
2020
Q1 | $16.2M | Buy |
88,477
+17,750
| +25% | +$3.25M | 1.29% | 17 |
|
|
2019
Q4 | $16M | Buy |
70,727
+13,657
| +24% | +$3.09M | 0.99% | 20 |
|
|
2019
Q3 | $11.9M | Buy |
57,070
+2,070
| +4% | +$431K | 0.8% | 26 |
|
|
2019
Q2 | $11.7M | Sell |
55,000
-5,547
| -9% | -$1.18M | 0.81% | 26 |
|
|
2019
Q1 | $12.2M | Sell |
60,547
-238
| -0.4% | -$47.8K | 0.88% | 25 |
|
|
2018
Q4 | $12.4M | Buy |
60,785
+462
| +0.8% | +$94.3K | 1.06% | 20 |
|
|
2018
Q3 | $12.9M | Buy |
60,323
+228
| +0.4% | +$48.8K | 0.96% | 21 |
|
|
2018
Q2 | $11.2M | Buy |
60,095
+804
| +1% | +$150K | 0.9% | 22 |
|
|
2018
Q1 | $11.8M | Sell |
59,291
-2,916
| -5% | -$582K | 0.98% | 22 |
|
|
2017
Q4 | $12.3M | Buy |
62,207
+251
| +0.4% | +$49.8K | 1.02% | 21 |
|
|
2017
Q3 | $11.4M | Sell |
61,956
-2,649
| -4% | -$486K | 0.94% | 22 |
|
|
2017
Q2 | $10.9M | Buy |
64,605
+805
| +1% | +$136K | 0.97% | 23 |
|
|
2017
Q1 | $10.6M | Sell |
63,800
-1,376
| -2% | -$229K | 1% | 21 |
|
|
2016
Q4 | $10.6M | Buy |
+65,176
| New | +$10.6M | 1.3% | 12 |
|
|
2016
Q2 | $10M | Buy |
69,070
+4,974
| +8% | +$720K | 1.26% | 11 |
|
|
2016
Q1 | $9.09M | Buy |
64,096
+7,032
| +12% | +$998K | 1.23% | 12 |
|
|
2015
Q4 | $7.53M | Buy |
57,064
+10,523
| +23% | +$1.39M | 1.08% | 16 |
|
|
2015
Q3 | $6.43M | Buy |
46,541
+3,161
| +7% | +$437K | 1.36% | 11 |
|
|
2015
Q2 | $5.49M | Sell |
43,380
-13,658
| -24% | -$1.73M | 1.23% | 13 |
|
|
2015
Q1 | $8.23M | Buy |
57,038
+23,267
| +69% | +$3.36M | 1.36% | 9 |
|
|
2014
Q4 | $5.07M | Sell |
33,771
-12,770
| -27% | -$1.92M | 1.64% | 8 |
|
|
2014
Q3 | $6.43M | Buy |
46,541
+22,261
| +92% | +$3.08M | 1.28% | 13 |
|
|
2014
Q2 | $3.07M | Buy |
24,280
+5,452
| +29% | +$690K | 1.21% | 12 |
|
|
2014
Q1 | $2.35M | Buy |
18,828
+7,289
| +63% | +$911K | 1.38% | 10 |
|
|
2013
Q4 | $1.37M | Buy |
+11,539
| New | +$1.37M | 1.26% | 12 |
|