MAM
McCarthy 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 | $302K | Sell |
622
-39
| -6% | -$18.9K | 0.21% | 20 |
|
|
2025
Q1 | $352K | Sell |
661
-6
| -0.9% | -$3.2K | 0.26% | 18 |
|
|
2024
Q4 | $302K | Hold |
667
| – | – | 0.21% | 22 |
|
|
2024
Q3 | $307K | Hold |
667
| – | – | 0.19% | 27 |
|
|
2024
Q2 | $271K | Hold |
667
| – | – | 0.16% | 34 |
|
|
2024
Q1 | $280K | Buy |
667
+9
| +1% | +$3.79K | 0.17% | 31 |
|
|
2023
Q4 | $235K | Hold |
658
| – | – | 0.15% | 31 |
|
|
2023
Q3 | $230K | Hold |
658
| – | – | 0.17% | 34 |
|
|
2023
Q2 | $224K | Hold |
658
| – | – | 0.15% | 33 |
|
|
2023
Q1 | $203K | Hold |
658
| – | – | 0.14% | 34 |
|
|
2022
Q4 | $203K | Buy |
+658
| New | +$203K | 0.14% | 34 |
|
|
2022
Q2 | – | Sell |
-671
| Closed | -$237K | – | 74 |
|
|
2022
Q1 | $237K | Sell |
671
-49
| -7% | -$17.3K | 0.17% | 32 |
|
|
2021
Q4 | $215K | Hold |
720
| – | – | 0.15% | 37 |
|
|
2021
Q3 | $197K | Sell |
720
-295
| -29% | -$80.7K | 0.15% | 34 |
|
|
2021
Q2 | $282K | Sell |
1,015
-3,188
| -76% | -$886K | 0.2% | 30 |
|
|
2021
Q1 | $1.07M | Buy |
4,203
+1,391
| +49% | +$355K | 0.84% | 19 |
|
|
2020
Q4 | $652K | Buy |
+2,812
| New | +$652K | 0.54% | 19 |
|