MG
Mather Group’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 | $15.4M | Sell |
31,771
-49
| -0.2% | -$23.8K | 0.16% | 60 |
|
|
2025
Q1 | $16.9M | Buy |
31,820
+1,304
| +4% | +$694K | 0.2% | 50 |
|
|
2024
Q4 | $13.8M | Sell |
30,516
-265
| -0.9% | -$120K | 0.18% | 60 |
|
|
2024
Q3 | $14.2M | Sell |
30,781
-13,482
| -30% | -$6.21M | 0.18% | 68 |
|
|
2024
Q2 | $18.6M | Buy |
44,263
+13,685
| +45% | +$5.75M | 0.23% | 45 |
|
|
2024
Q1 | $10.9M | Sell |
30,578
-2,187
| -7% | -$780K | 0.17% | 59 |
|
|
2023
Q4 | $11.7M | Buy |
32,765
+290
| +0.9% | +$103K | 0.18% | 60 |
|
|
2023
Q3 | $11.4M | Buy |
32,475
+3,039
| +10% | +$1.06M | 0.2% | 56 |
|
|
2023
Q2 | $10M | Buy |
29,436
+621
| +2% | +$212K | 0.16% | 71 |
|
|
2023
Q1 | $8.9M | Buy |
28,815
+3,195
| +12% | +$987K | 0.16% | 65 |
|
|
2022
Q4 | $7.91M | Sell |
25,620
-441
| -2% | -$136K | 0.15% | 65 |
|
|
2022
Q3 | $6.96M | Buy |
26,061
+1,188
| +5% | +$317K | 0.15% | 65 |
|
|
2022
Q2 | $6.79M | Buy |
24,873
+8,343
| +50% | +$2.28M | 0.16% | 66 |
|
|
2022
Q1 | $5.83M | Buy |
16,530
+5,905
| +56% | +$2.08M | 0.12% | 69 |
|
|
2021
Q4 | $3.18M | Buy |
10,625
+588
| +6% | +$176K | 0.06% | 84 |
|
|
2021
Q3 | $2.74M | Buy |
10,037
+471
| +5% | +$129K | 0.07% | 70 |
|
|
2021
Q2 | $2.66M | Buy |
9,566
+571
| +6% | +$159K | 0.07% | 64 |
|
|
2021
Q1 | $2.3M | Buy |
8,995
+678
| +8% | +$173K | 0.07% | 64 |
|
|
2020
Q4 | $1.93M | Buy |
8,317
+81
| +1% | +$18.8K | 0.06% | 66 |
|
|
2020
Q3 | $1.75M | Sell |
8,236
-1,539
| -16% | -$328K | 0.07% | 61 |
|
|
2020
Q2 | $1.75M | Buy |
9,775
+7,364
| +305% | +$1.31M | 0.08% | 62 |
|
|
2020
Q1 | $441K | Buy |
+2,411
| New | +$441K | 0.03% | 94 |
|