Middleton & Co’s Berkshire Hathaway Class A BRK.A Stock Holding History

Middleton & Co’s Portfolio BRK.A Stock Details BRK.A Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.19M	Hold	3	–	–	0.25%	71
2025 Q1	$2.4M	Hold	3	–	–	0.28%	72
2024 Q4	$2.04M	Hold	3	–	–	0.23%	74
2024 Q3	$2.07M	Hold	3	–	–	0.23%	75
2024 Q2	$1.84M	Hold	3	–	–	0.21%	76
2024 Q1	$1.9M	Hold	3	–	–	0.22%	75
2023 Q4	$1.63M	Hold	3	–	–	0.2%	80
2023 Q3	$1.59M	Hold	3	–	–	0.22%	76
2023 Q2	$1.55M	Hold	3	–	–	0.21%	79
2023 Q1	$1.4M	Hold	3	–	–	0.2%	77
2022 Q4	$1.41M	Hold	3	–	–	0.21%	81
2022 Q3	$1.22M	Hold	3	–	–	0.19%	86
2022 Q2	$1.23M	Hold	3	–	–	0.16%	94
2022 Q1	$1.59M	Hold	3	–	–	0.17%	86
2021 Q4	$1.35M	Hold	3	–	–	0.13%	94
2021 Q3	$1.23M	Hold	3	–	–	0.13%	94
2021 Q2	$1.26M	Sell	3 -1	-25%	-$419K	0.14%	94
2021 Q1	$1.54M	Hold	4	–	–	0.17%	89
2020 Q4	$1.39M	Hold	4	–	–	0.16%	91
2020 Q3	$1.28M	Hold	4	–	–	0.17%	89
2020 Q2	$1.07M	Hold	4	–	–	0.15%	92
2020 Q1	$1.09M	Hold	4	–	–	0.19%	86
2019 Q4	$1.36M	Hold	4	–	–	0.19%	88
2019 Q3	$1.25M	Hold	4	–	–	0.19%	88
2019 Q2	$1.27M	Hold	4	–	–	0.2%	87
2019 Q1	$1.21M	Hold	4	–	–	0.19%	87
2018 Q4	$1.22M	Hold	4	–	–	0.23%	82
2018 Q3	$1.28M	Buy	4 +1	+33%	+$320K	0.2%	90
2018 Q2	$846K	Hold	3	–	–	0.14%	104
2018 Q1	$897K	Sell	3 -1	-25%	-$299K	0.16%	102
2017 Q4	$1.19M	Hold	4	–	–	0.2%	93
2017 Q3	$1.1M	Hold	4	–	–	0.2%	99
2017 Q2	$1.02M	Hold	4	–	–	0.22%	79
2017 Q1	$999K	Hold	4	–	–	0.22%	80
2016 Q4	$976K	Hold	4	–	–	0.22%	88
2016 Q3	$865K	Hold	4	–	–	0.19%	90
2016 Q2	$868K	Hold	4	–	–	0.2%	88
2016 Q1	$854K	Hold	4	–	–	0.2%	86
2015 Q4	$791K	Hold	4	–	–	0.18%	88
2015 Q3	$781K	Hold	4	–	–	0.19%	89
2015 Q2	$819K	Hold	4	–	–	0.18%	91
2015 Q1	$870K	Hold	4	–	–	0.19%	93
2014 Q4	$904K	Hold	4	–	–	0.2%	92
2014 Q3	$828K	Hold	4	–	–	0.19%	96
2014 Q2	$760K	Hold	4	–	–	0.17%	101
2014 Q1	$749K	Hold	4	–	–	0.17%	99
2013 Q4	$712K	Buy	4 +1	+33%	+$178K	0.19%	87
2013 Q3	$511K	Hold	3	–	–	0.13%	105
2013 Q2	$506K	Buy	+3	New	+$506K	0.15%	102