McLean Asset Management’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 | $2.09M | Buy |
4,348
+17
| +0.4% | +$8.17K | 0.55% | 31 |
|
2025
Q1 | $2.13M | Buy |
4,331
+1,447
| +50% | +$713K | 0.7% | 25 |
|
2024
Q4 | $1.31M | Buy |
2,884
+134
| +5% | +$60.7K | 0.39% | 35 |
|
2024
Q3 | $1.27M | Sell |
2,750
-77
| -3% | -$35.6K | 0.38% | 39 |
|
2024
Q2 | $1.17M | Buy |
2,827
+84
| +3% | +$34.8K | 0.38% | 40 |
|
2024
Q1 | $1.14M | Buy |
2,743
+9
| +0.3% | +$3.73K | 0.39% | 37 |
|
2023
Q4 | $1,000K | Buy |
2,734
+69
| +3% | +$25.2K | 0.37% | 36 |
|
2023
Q3 | $929K | Sell |
2,665
-1
| -0% | -$349 | 0.38% | 37 |
|
2023
Q2 | $909K | Sell |
2,666
-2
| -0.1% | -$682 | 0.36% | 38 |
|
2023
Q1 | $824K | Sell |
2,668
-402
| -13% | -$124K | 0.34% | 40 |
|
2022
Q4 | $948K | Sell |
3,070
-2
| -0.1% | -$618 | 0.32% | 38 |
|
2022
Q3 | $826K | Buy |
3,072
+33
| +1% | +$8.87K | 0.32% | 37 |
|
2022
Q2 | $838K | Sell |
3,039
-5
| -0.2% | -$1.38K | 0.33% | 33 |
|
2022
Q1 | $1.07M | Sell |
3,044
-434
| -12% | -$153K | 0.8% | 23 |
|
2021
Q4 | $1.11M | Sell |
3,478
-832
| -19% | -$266K | 0.43% | 27 |
|
2021
Q3 | $1.25M | Sell |
4,310
-30
| -0.7% | -$8.73K | 0.48% | 25 |
|
2021
Q2 | $1.21M | Buy |
4,340
+1
| +0% | +$278 | 0.54% | 23 |
|
2021
Q1 | $1.19M | Sell |
4,339
-638
| -13% | -$175K | 0.94% | 19 |
|
2020
Q4 | $1.15M | Buy |
+4,977
| New | +$1.15M | 1.02% | 16 |
|