Mendel Money 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 | $547K | Sell |
1,126
-20
| -2% | -$9.72K | 0.24% | 92 |
|
|
2025
Q1 | $610K | Sell |
1,146
-25
| -2% | -$13.3K | 0.29% | 88 |
|
|
2024
Q4 | $531K | Buy |
1,171
+25
| +2% | +$11.3K | 0.24% | 91 |
|
|
2024
Q3 | $527K | Hold |
1,146
| – | – | 0.23% | 98 |
|
|
2024
Q2 | $466K | Hold |
1,146
| – | – | 0.22% | 93 |
|
|
2024
Q1 | $482K | Sell |
1,146
-49
| -4% | -$20.6K | 0.22% | 92 |
|
|
2023
Q4 | $426K | Sell |
1,195
-6
| -0.5% | -$2.14K | 0.2% | 94 |
|
|
2023
Q3 | $421K | Sell |
1,201
-18
| -1% | -$6.31K | 0.23% | 88 |
|
|
2023
Q2 | $416K | Sell |
1,219
-106
| -8% | -$36.1K | 0.21% | 87 |
|
|
2023
Q1 | $409K | Sell |
1,325
-53
| -4% | -$16.4K | 0.22% | 87 |
|
|
2022
Q4 | $426K | Buy |
1,378
+164
| +14% | +$50.7K | 0.24% | 81 |
|
|
2022
Q3 | $324K | Sell |
1,214
-30
| -2% | -$8.01K | 0.2% | 89 |
|
|
2022
Q2 | $340K | Sell |
1,244
-12
| -1% | -$3.28K | 0.2% | 84 |
|
|
2022
Q1 | $443K | Buy |
1,256
+201
| +19% | +$70.9K | 0.22% | 85 |
|
|
2021
Q4 | $315K | Sell |
1,055
-21
| -2% | -$6.27K | 0.18% | 63 |
|
|
2021
Q3 | $294K | Sell |
1,076
-121
| -10% | -$33.1K | 0.18% | 64 |
|
|
2021
Q2 | $333K | Sell |
1,197
-11
| -0.9% | -$3.06K | 0.21% | 56 |
|
|
2021
Q1 | $309K | Sell |
1,208
-18
| -1% | -$4.6K | 0.2% | 55 |
|
|
2020
Q4 | $284K | Sell |
1,226
-55
| -4% | -$12.7K | 0.2% | 53 |
|
|
2020
Q3 | $273K | Hold |
1,281
| – | – | 0.21% | 50 |
|
|
2020
Q2 | $229K | Buy |
+1,281
| New | +$229K | 0.2% | 52 |
|
|
2019
Q4 | $304K | Sell |
1,344
-28
| -2% | -$6.33K | 0.26% | 46 |
|
|
2019
Q3 | $285K | Hold |
1,372
| – | – | 0.26% | 45 |
|
|
2019
Q2 | $292K | Buy |
+1,372
| New | +$292K | 0.28% | 42 |
|
|
2018
Q3 | $298K | Buy |
+1,392
| New | +$298K | 0.29% | 39 |
|
|
2017
Q4 | $278K | Buy |
+1,402
| New | +$278K | 0.27% | 47 |
|
|
2015
Q2 | $416K | Hold |
3,052
| – | – | 0.39% | 41 |
|
|
2015
Q1 | $441K | Hold |
3,052
| – | – | 0.41% | 39 |
|
|
2014
Q4 | $459K | Sell |
3,052
-133
| -4% | -$20K | 0.43% | 40 |
|
|
2014
Q3 | $440K | Buy |
+3,185
| New | +$440K | 0.43% | 41 |
|