Mogy Joel R Investment Counsel’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 | $64.9M | Buy |
133,547
+72
| +0.1% | +$35K | 3.75% | 8 |
|
|
2025
Q1 | $71.1M | Sell |
133,475
-2,180
| -2% | -$1.16M | 4.58% | 5 |
|
|
2024
Q4 | $61.5M | Sell |
135,655
-920
| -0.7% | -$417K | 3.65% | 8 |
|
|
2024
Q3 | $62.9M | Sell |
136,575
-770
| -0.6% | -$354K | 3.85% | 6 |
|
|
2024
Q2 | $55.9M | Buy |
137,345
+444
| +0.3% | +$181K | 3.54% | 7 |
|
|
2024
Q1 | $57.6M | Sell |
136,901
-1,766
| -1% | -$743K | 3.91% | 7 |
|
|
2023
Q4 | $49.5M | Sell |
138,667
-3,970
| -3% | -$1.42M | 3.74% | 8 |
|
|
2023
Q3 | $50M | Sell |
142,637
-227
| -0.2% | -$79.5K | 4.2% | 5 |
|
|
2023
Q2 | $48.7M | Buy |
142,864
+96
| +0.1% | +$32.7K | 3.87% | 5 |
|
|
2023
Q1 | $44.1M | Sell |
142,768
-1,328
| -0.9% | -$410K | 3.91% | 4 |
|
|
2022
Q4 | $44.5M | Sell |
144,096
-1,208
| -0.8% | -$373K | 4.45% | 4 |
|
|
2022
Q3 | $38.8M | Buy |
145,304
+640
| +0.4% | +$171K | 4.06% | 4 |
|
|
2022
Q2 | $39.5M | Buy |
144,664
+641
| +0.4% | +$175K | 3.89% | 5 |
|
|
2022
Q1 | $50.8M | Buy |
144,023
+3,208
| +2% | +$1.13M | 4.02% | 6 |
|
|
2021
Q4 | $42.1M | Sell |
140,815
-1,383
| -1% | -$414K | 3.01% | 11 |
|
|
2021
Q3 | $38.8M | Sell |
142,198
-948
| -0.7% | -$259K | 3.18% | 11 |
|
|
2021
Q2 | $39.8M | Sell |
143,146
-5,276
| -4% | -$1.47M | 3.36% | 8 |
|
|
2021
Q1 | $37.9M | Sell |
148,422
-975
| -0.7% | -$249K | 3.64% | 8 |
|
|
2020
Q4 | $34.6M | Sell |
149,397
-2,629
| -2% | -$610K | 3.42% | 9 |
|
|
2020
Q3 | $32.4M | Sell |
152,026
-8,856
| -6% | -$1.89M | 3.48% | 7 |
|
|
2020
Q2 | $28.7M | Sell |
160,882
-5,226
| -3% | -$933K | 3.44% | 8 |
|
|
2020
Q1 | $30.4M | Sell |
166,108
-2,120
| -1% | -$388K | 4.31% | 6 |
|
|
2019
Q4 | $38.1M | Sell |
168,228
-1,155
| -0.7% | -$262K | 4.57% | 3 |
|
|
2019
Q3 | $35.2M | Sell |
169,383
-1,866
| -1% | -$388K | 4.46% | 3 |
|
|
2019
Q2 | $36.5M | Sell |
171,249
-494
| -0.3% | -$105K | 4.75% | 3 |
|
|
2019
Q1 | $34.5M | Sell |
171,743
-114
| -0.1% | -$22.9K | 4.66% | 3 |
|
|
2018
Q4 | $35.1M | Sell |
171,857
-988
| -0.6% | -$202K | 5.45% | 1 |
|
|
2018
Q3 | $37M | Buy |
172,845
+700
| +0.4% | +$150K | 4.97% | 3 |
|
|
2018
Q2 | $32.1M | Buy |
172,145
+186
| +0.1% | +$34.7K | 4.75% | 3 |
|
|
2018
Q1 | $34.3M | Buy |
171,959
+415
| +0.2% | +$82.8K | 5.33% | 2 |
|
|
2017
Q4 | $34M | Buy |
171,544
+160
| +0.1% | +$31.7K | 5.32% | 2 |
|
|
2017
Q3 | $31.4M | Buy |
171,384
+915
| +0.5% | +$168K | 5.23% | 2 |
|
|
2017
Q2 | $28.9M | Buy |
170,469
+250
| +0.1% | +$42.3K | 4.95% | 2 |
|
|
2017
Q1 | $28.4M | Sell |
170,219
-735
| -0.4% | -$123K | 4.89% | 2 |
|
|
2016
Q4 | $27.9M | Buy |
170,954
+835
| +0.5% | +$136K | 5.05% | 1 |
|
|
2016
Q3 | $24.6M | Sell |
170,119
-115
| -0.1% | -$16.6K | 4.5% | 2 |
|
|
2016
Q2 | $24.6M | Buy |
170,234
+645
| +0.4% | +$93.4K | 4.57% | 1 |
|
|
2016
Q1 | $24.1M | Buy |
169,589
+152,600
| +898% | +$21.7M | 4.46% | 2 |
|
|
2015
Q4 | $22.4K | Sell |
16,989
-152,175
| -90% | -$201K | 4.21% | 2 |
|
|
2015
Q3 | $22.1M | Buy |
169,164
+983
| +0.6% | +$128K | 4.36% | 3 |
|
|
2015
Q2 | $22.9M | Sell |
168,181
-1,882
| -1% | -$256K | 4.33% | 2 |
|
|
2015
Q1 | $24.5M | Buy |
170,063
+2,006
| +1% | +$290K | 4.6% | 2 |
|
|
2014
Q4 | $25.2M | Buy |
168,057
+2,835
| +2% | +$426K | 4.78% | 2 |
|
|
2014
Q3 | $22.8M | Sell |
165,222
-3,320
| -2% | -$459K | 4.6% | 2 |
|
|
2014
Q2 | $21.3M | Buy |
168,542
+400
| +0.2% | +$50.6K | 4.28% | 2 |
|
|
2014
Q1 | $21M | Buy |
168,142
+2,400
| +1% | +$300K | 4.38% | 1 |
|
|
2013
Q4 | $19.7M | Buy |
165,742
+730
| +0.4% | +$86.5K | 4.16% | 2 |
|
|
2013
Q3 | $18.7M | Buy |
165,012
+430
| +0.3% | +$48.8K | 4.29% | 2 |
|
|
2013
Q2 | $18.4M | Buy |
+164,582
| New | +$18.4M | 4.47% | 1 |
|