McKinley Carter Wealth Services’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 | $1.35M | Buy |
2,773
+4
| +0.1% | +$1.94K | 0.07% | 146 |
|
|
2025
Q1 | $1.47M | Sell |
2,769
-276
| -9% | -$147K | 0.09% | 136 |
|
|
2024
Q4 | $1.38M | Sell |
3,045
-168
| -5% | -$76.2K | 0.08% | 138 |
|
|
2024
Q3 | $1.48M | Sell |
3,213
-34
| -1% | -$15.6K | 0.09% | 139 |
|
|
2024
Q2 | $1.32M | Sell |
3,247
-76
| -2% | -$30.9K | 0.08% | 144 |
|
|
2024
Q1 | $1.4M | Buy |
3,323
+300
| +10% | +$126K | 0.09% | 140 |
|
|
2023
Q4 | $1.08M | Buy |
3,023
+16
| +0.5% | +$5.71K | 0.08% | 144 |
|
|
2023
Q3 | $1.05M | Sell |
3,007
-50
| -2% | -$17.5K | 0.08% | 140 |
|
|
2023
Q2 | $1.04M | Sell |
3,057
-179
| -6% | -$61K | 0.08% | 146 |
|
|
2023
Q1 | $999K | Buy |
3,236
+209
| +7% | +$64.5K | 0.08% | 142 |
|
|
2022
Q4 | $935K | Sell |
3,027
-354
| -10% | -$109K | 0.08% | 144 |
|
|
2022
Q3 | $903K | Sell |
3,381
-886
| -21% | -$237K | 0.08% | 137 |
|
|
2022
Q2 | $1.17M | Buy |
4,267
+317
| +8% | +$86.5K | 0.1% | 127 |
|
|
2022
Q1 | $1.39M | Buy |
3,950
+1,210
| +44% | +$427K | 0.11% | 121 |
|
|
2021
Q4 | $819K | Sell |
2,740
-248
| -8% | -$74.1K | 0.06% | 157 |
|
|
2021
Q3 | $815K | Buy |
2,988
+2
| +0.1% | +$546 | 0.07% | 153 |
|
|
2021
Q2 | $830K | Sell |
2,986
-41
| -1% | -$11.4K | 0.07% | 152 |
|
|
2021
Q1 | $774K | Sell |
3,027
-223
| -7% | -$57K | 0.07% | 155 |
|
|
2020
Q4 | $753K | Buy |
3,250
+217
| +7% | +$50.3K | 0.1% | 139 |
|
|
2020
Q3 | $646K | Hold |
3,033
| – | – | 0.15% | 91 |
|
|
2020
Q2 | $541K | Buy |
3,033
+429
| +16% | +$76.5K | 0.13% | 93 |
|
|
2020
Q1 | $476K | Sell |
2,604
-13
| -0.5% | -$2.38K | 0.14% | 91 |
|
|
2019
Q4 | $593K | Sell |
2,617
-351
| -12% | -$79.5K | 0.14% | 101 |
|
|
2019
Q3 | $617K | Buy |
2,968
+1,156
| +64% | +$240K | 0.16% | 102 |
|
|
2019
Q2 | $386K | Sell |
1,812
-50
| -3% | -$10.7K | 0.1% | 119 |
|
|
2019
Q1 | $374K | Buy |
1,862
+130
| +8% | +$26.1K | 0.11% | 115 |
|
|
2018
Q4 | $354K | Sell |
1,732
-16
| -0.9% | -$3.27K | 0.12% | 114 |
|
|
2018
Q3 | $374K | Buy |
1,748
+16
| +0.9% | +$3.42K | 0.11% | 118 |
|
|
2018
Q2 | $323K | Buy |
1,732
+30
| +2% | +$5.6K | 0.1% | 124 |
|
|
2018
Q1 | $340K | Buy |
1,702
+20
| +1% | +$4K | 0.11% | 122 |
|
|
2017
Q4 | $333K | Hold |
1,682
| – | – | 0.11% | 116 |
|
|
2017
Q3 | $308K | Hold |
1,682
| – | – | 0.12% | 119 |
|
|
2017
Q2 | $285K | Sell |
1,682
-27
| -2% | -$4.58K | 0.13% | 105 |
|
|
2017
Q1 | $285K | Sell |
1,709
-200
| -10% | -$33.4K | 0.13% | 101 |
|
|
2016
Q4 | $311K | Buy |
1,909
+50
| +3% | +$8.15K | 0.16% | 92 |
|
|
2016
Q3 | $269K | Buy |
1,859
+37
| +2% | +$5.35K | 0.14% | 101 |
|
|
2016
Q2 | $264K | Hold |
1,822
| – | – | 0.14% | 105 |
|
|
2016
Q1 | $259K | Buy |
+1,822
| New | +$259K | 0.14% | 106 |
|
|
2015
Q4 | – | Sell |
-1,712
| Closed | -$223K | – | 117 |
|
|
2015
Q3 | $223K | Sell |
1,712
-1,025
| -37% | -$134K | 0.14% | 102 |
|
|
2015
Q2 | $373K | Buy |
2,737
+1,025
| +60% | +$140K | 0.2% | 90 |
|
|
2015
Q1 | $247K | Buy |
1,712
+138
| +9% | +$19.9K | 0.16% | 98 |
|
|
2014
Q4 | $236K | Buy |
+1,574
| New | +$236K | 0.18% | 89 |
|
|
2013
Q4 | – | Sell |
-1,949
| Closed | -$205K | – | 121 |
|
|
2013
Q3 | $205K | Sell |
1,949
-250
| -11% | -$26.3K | 0.24% | 86 |
|
|
2013
Q2 | $231K | Buy |
+2,199
| New | +$231K | 0.35% | 57 |
|