Middleton & 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 | $12.4M | Sell |
25,626
-198
| -0.8% | -$96.2K | 1.4% | 22 |
|
|
2025
Q1 | $13.8M | Sell |
25,824
-398
| -2% | -$212K | 1.61% | 20 |
|
|
2024
Q4 | $11.9M | Sell |
26,222
-257
| -1% | -$116K | 1.31% | 24 |
|
|
2024
Q3 | $12.2M | Sell |
26,479
-231
| -0.9% | -$106K | 1.35% | 25 |
|
|
2024
Q2 | $10.9M | Sell |
26,710
-861
| -3% | -$350K | 1.26% | 27 |
|
|
2024
Q1 | $11.6M | Sell |
27,571
-181
| -0.7% | -$76.1K | 1.34% | 28 |
|
|
2023
Q4 | $9.9M | Sell |
27,752
-222
| -0.8% | -$79.2K | 1.23% | 30 |
|
|
2023
Q3 | $9.8M | Buy |
27,974
+699
| +3% | +$245K | 1.35% | 27 |
|
|
2023
Q2 | $9.3M | Buy |
27,275
+299
| +1% | +$102K | 1.23% | 31 |
|
|
2023
Q1 | $8.33M | Buy |
26,976
+200
| +0.7% | +$61.8K | 1.2% | 30 |
|
|
2022
Q4 | $8.27M | Sell |
26,776
-611
| -2% | -$189K | 1.23% | 29 |
|
|
2022
Q3 | $7.31M | Sell |
27,387
-3,913
| -13% | -$1.04M | 1.11% | 32 |
|
|
2022
Q2 | $8.55M | Sell |
31,300
-1,781
| -5% | -$486K | 1.1% | 31 |
|
|
2022
Q1 | $11.7M | Sell |
33,081
-1,063
| -3% | -$375K | 1.25% | 29 |
|
|
2021
Q4 | $10.2M | Sell |
34,144
-4,634
| -12% | -$1.39M | 0.99% | 36 |
|
|
2021
Q3 | $10.6M | Sell |
38,778
-1,578
| -4% | -$431K | 1.13% | 31 |
|
|
2021
Q2 | $11.2M | Sell |
40,356
-7,039
| -15% | -$1.96M | 1.22% | 31 |
|
|
2021
Q1 | $12.1M | Sell |
47,395
-1,304
| -3% | -$333K | 1.36% | 27 |
|
|
2020
Q4 | $11.3M | Sell |
48,699
-765
| -2% | -$177K | 1.34% | 26 |
|
|
2020
Q3 | $10.5M | Sell |
49,464
-38
| -0.1% | -$8.09K | 1.4% | 25 |
|
|
2020
Q2 | $8.84M | Sell |
49,502
-1,882
| -4% | -$336K | 1.27% | 30 |
|
|
2020
Q1 | $9.4M | Sell |
51,384
-615
| -1% | -$112K | 1.64% | 20 |
|
|
2019
Q4 | $11.8M | Buy |
51,999
+243
| +0.5% | +$55K | 1.68% | 19 |
|
|
2019
Q3 | $10.8M | Sell |
51,756
-1,016
| -2% | -$211K | 1.66% | 19 |
|
|
2019
Q2 | $11.2M | Buy |
52,772
+870
| +2% | +$185K | 1.74% | 17 |
|
|
2019
Q1 | $10.4M | Buy |
51,902
+359
| +0.7% | +$72.1K | 1.67% | 18 |
|
|
2018
Q4 | $10.5M | Buy |
51,543
+6,900
| +15% | +$1.41M | 1.94% | 13 |
|
|
2018
Q3 | $9.56M | Buy |
44,643
+1,937
| +5% | +$415K | 1.49% | 19 |
|
|
2018
Q2 | $7.97M | Buy |
42,706
+2,486
| +6% | +$464K | 1.36% | 26 |
|
|
2018
Q1 | $8.02M | Sell |
40,220
-2,859
| -7% | -$570K | 1.44% | 25 |
|
|
2017
Q4 | $8.54M | Buy |
43,079
+560
| +1% | +$111K | 1.43% | 19 |
|
|
2017
Q3 | $7.8M | Buy |
42,519
+2,909
| +7% | +$533K | 1.41% | 24 |
|
|
2017
Q2 | $6.71M | Buy |
39,610
+5,542
| +16% | +$939K | 1.43% | 23 |
|
|
2017
Q1 | $5.68M | Buy |
34,068
+2,941
| +9% | +$490K | 1.25% | 29 |
|
|
2016
Q4 | $5.07M | Buy |
31,127
+9,662
| +45% | +$1.57M | 1.15% | 33 |
|
|
2016
Q3 | $3.1M | Buy |
21,465
+18,519
| +629% | +$2.68M | 0.69% | 49 |
|
|
2016
Q2 | $427K | Hold |
2,946
| – | – | 0.1% | 121 |
|
|
2016
Q1 | $418K | Hold |
2,946
| – | – | 0.1% | 120 |
|
|
2015
Q4 | $389K | Hold |
2,946
| – | – | 0.09% | 122 |
|
|
2015
Q3 | $384K | Hold |
2,946
| – | – | 0.09% | 125 |
|
|
2015
Q2 | $401K | Buy |
2,946
+125
| +4% | +$17K | 0.09% | 129 |
|
|
2015
Q1 | $407K | Hold |
2,821
| – | – | 0.09% | 127 |
|
|
2014
Q4 | $424K | Sell |
2,821
-200
| -7% | -$30.1K | 0.09% | 123 |
|
|
2014
Q3 | $417K | Hold |
3,021
| – | – | 0.1% | 124 |
|
|
2014
Q2 | $382K | Hold |
3,021
| – | – | 0.09% | 127 |
|
|
2014
Q1 | $378K | Sell |
3,021
-149
| -5% | -$18.6K | 0.09% | 123 |
|
|
2013
Q4 | $376K | Buy |
3,170
+250
| +9% | +$29.7K | 0.1% | 108 |
|
|
2013
Q3 | $331K | Hold |
2,920
| – | – | 0.09% | 124 |
|
|
2013
Q2 | $327K | Buy |
+2,920
| New | +$327K | 0.1% | 117 |
|