Miller Equity Capital Advisors’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
Q1 | – | Sell |
-14,630
| Closed | -$6.63M | – | 11 |
|
|
2024
Q4 | $6.63M | Hold |
14,630
| – | – | 2.53% | 9 |
|
|
2024
Q3 | $6.73M | Sell |
14,630
-150
| -1% | -$69K | 2.63% | 9 |
|
|
2024
Q2 | $6.01M | Hold |
14,780
| – | – | 2.5% | 9 |
|
|
2024
Q1 | $6.22M | Hold |
14,780
| – | – | 2.57% | 8 |
|
|
2023
Q4 | $5.27M | Buy |
14,780
+380
| +3% | +$136K | 2.38% | 10 |
|
|
2023
Q3 | $5.04M | Hold |
14,400
| – | – | 2.61% | 9 |
|
|
2023
Q2 | $4.91M | Hold |
14,400
| – | – | 2.49% | 10 |
|
|
2023
Q1 | $4.45M | Hold |
14,400
| – | – | 2.49% | 9 |
|
|
2022
Q4 | $4.45M | Buy |
14,400
+450
| +3% | +$139K | 2.89% | 7 |
|
|
2022
Q3 | $3.73M | Buy |
13,950
+2,700
| +24% | +$721K | 2.73% | 5 |
|
|
2022
Q2 | $3.07M | Buy |
11,250
+2,800
| +33% | +$764K | 2.62% | 10 |
|
|
2022
Q1 | $2.98M | Buy |
8,450
+1,800
| +27% | +$635K | 2.53% | 11 |
|
|
2021
Q4 | $1.99M | Hold |
6,650
| – | – | 1.85% | 20 |
|
|
2021
Q3 | $1.82M | Buy |
6,650
+200
| +3% | +$54.6K | 1.79% | 19 |
|
|
2021
Q2 | $1.79M | Buy |
6,450
+200
| +3% | +$55.6K | 1.85% | 17 |
|
|
2021
Q1 | $1.6M | Buy |
6,250
+200
| +3% | +$51.1K | 2% | 17 |
|
|
2020
Q4 | $1.4M | Buy |
6,050
+550
| +10% | +$128K | 1.87% | 17 |
|
|
2020
Q3 | $1.17M | Buy |
5,500
+1,500
| +38% | +$319K | 1.76% | 16 |
|
|
2020
Q2 | $714K | Hold |
4,000
| – | – | 1.16% | 23 |
|
|
2020
Q1 | $731K | Sell |
4,000
-2,200
| -35% | -$402K | 1.37% | 18 |
|
|
2019
Q4 | $1.4M | Buy |
+6,200
| New | +$1.4M | 1.8% | 17 |
|