McDaniel Terry & Co’s Berkshire Hathaway Class B BRK.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2M | Sell |
25,126
-174
| -0.7% | -$84.5K | 1% | 32 |
|
|
2025
Q1 | $13.5M | Sell |
25,300
-726
| -3% | -$387K | 1.18% | 30 |
|
|
2024
Q4 | $11.8M | Hold |
26,026
| – | – | 0.97% | 32 |
|
|
2024
Q3 | $12M | Hold |
26,026
| – | – | 1% | 32 |
|
|
2024
Q2 | $10.6M | Sell |
26,026
-192
| -0.7% | -$78.1K | 0.92% | 33 |
|
|
2024
Q1 | $11M | Buy |
26,218
+192
| +0.7% | +$80.7K | 0.98% | 33 |
|
|
2023
Q4 | $9.28M | Hold |
26,026
| – | – | 0.89% | 33 |
|
|
2023
Q3 | $9.12M | Buy |
26,026
+19,174
| +280% | +$6.72M | 0.95% | 33 |
|
|
2023
Q2 | $2.34M | Buy |
6,852
+5,000
| +270% | +$1.71M | 0.24% | 36 |
|
|
2023
Q1 | $572K | Hold |
1,852
| – | – | 0.06% | 53 |
|
|
2022
Q4 | $572K | Hold |
1,852
| – | – | 0.07% | 51 |
|
|
2022
Q3 | $495K | Hold |
1,852
| – | – | 0.06% | 53 |
|
|
2022
Q2 | $506K | Hold |
1,852
| – | – | 0.06% | 55 |
|
|
2022
Q1 | $654K | Hold |
1,852
| – | – | 0.07% | 54 |
|
|
2021
Q4 | $554K | Hold |
1,852
| – | – | 0.06% | 67 |
|
|
2021
Q3 | $505K | Sell |
1,852
-150
| -7% | -$40.9K | 0.06% | 54 |
|
|
2021
Q2 | $556K | Hold |
2,002
| – | – | 0.06% | 54 |
|
|
2021
Q1 | $511K | Hold |
2,002
| – | – | 0.06% | 54 |
|
|
2020
Q4 | $464K | Hold |
2,002
| – | – | 0.06% | 55 |
|
|
2020
Q3 | $426K | Hold |
2,002
| – | – | 0.06% | 54 |
|
|
2020
Q2 | $357K | Sell |
2,002
-55
| -3% | -$9.81K | 0.05% | 60 |
|
|
2020
Q1 | $376K | Hold |
2,057
| – | – | 0.07% | 48 |
|
|
2019
Q4 | $466K | Hold |
2,057
| – | – | 0.07% | 51 |
|
|
2019
Q3 | $428K | Sell |
2,057
-170
| -8% | -$35.4K | 0.07% | 51 |
|
|
2019
Q2 | $475K | Hold |
2,227
| – | – | 0.08% | 43 |
|
|
2019
Q1 | $447K | Hold |
2,227
| – | – | 0.08% | 44 |
|
|
2018
Q4 | $455K | Sell |
2,227
-25
| -1% | -$5.11K | 0.09% | 41 |
|
|
2018
Q3 | $482K | Sell |
2,252
-95
| -4% | -$20.3K | 0.08% | 44 |
|
|
2018
Q2 | $438K | Sell |
2,347
-25
| -1% | -$4.67K | 0.08% | 45 |
|
|
2018
Q1 | $473K | Hold |
2,372
| – | – | 0.09% | 40 |
|
|
2017
Q4 | $470K | Sell |
2,372
-30
| -1% | -$5.94K | 0.08% | 42 |
|
|
2017
Q3 | $440K | Buy |
2,402
+150
| +7% | +$27.5K | 0.08% | 42 |
|
|
2017
Q2 | $381K | Hold |
2,252
| – | – | 0.07% | 45 |
|
|
2017
Q1 | $375K | Hold |
2,252
| – | – | 0.07% | 46 |
|
|
2016
Q4 | $367K | Buy |
2,252
+112
| +5% | +$18.3K | 0.08% | 44 |
|
|
2016
Q3 | $309K | Buy |
2,140
+130
| +6% | +$18.8K | 0.07% | 48 |
|
|
2016
Q2 | $291K | Buy |
2,010
+35
| +2% | +$5.07K | 0.07% | 55 |
|
|
2016
Q1 | $280K | Sell |
1,975
-70
| -3% | -$9.92K | 0.07% | 40 |
|
|
2015
Q4 | $270K | Hold |
2,045
| – | – | 0.07% | 40 |
|
|
2015
Q3 | $267K | Buy |
2,045
+40
| +2% | +$5.22K | 0.07% | 39 |
|
|
2015
Q2 | $273K | Sell |
2,005
-65
| -3% | -$8.85K | 0.07% | 41 |
|
|
2015
Q1 | $299K | Hold |
2,070
| – | – | 0.07% | 40 |
|
|
2014
Q4 | $311K | Hold |
2,070
| – | – | 0.07% | 44 |
|
|
2014
Q3 | $286K | Sell |
2,070
-157
| -7% | -$21.7K | 0.07% | 44 |
|
|
2014
Q2 | $282K | Hold |
2,227
| – | – | 0.07% | 43 |
|
|
2014
Q1 | $278K | Buy |
2,227
+270
| +14% | +$33.7K | 0.07% | 45 |
|
|
2013
Q4 | $232K | Buy |
1,957
+157
| +9% | +$18.6K | 0.06% | 45 |
|
|
2013
Q3 | $204K | Hold |
1,800
| – | – | 0.06% | 47 |
|
|
2013
Q2 | $201K | Buy |
+1,800
| New | +$201K | 0.06% | 47 |
|