Monarch Capital Management’s Berkshire Hathaway Class B BRK.B Stock Holding History

Monarch Capital Management’s Portfolio BRK.B Stock Details BRK.B Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.81M	Buy	5,784 +33	+0.6%	+$16K	0.75%	43
2025 Q1	$3.06M	Sell	5,751 -8	-0.1%	-$4.26K	0.85%	39
2024 Q4	$2.61M	Sell	5,759 -9	-0.2%	-$4.08K	0.71%	43
2024 Q3	$2.65M	Sell	5,768 -50	-0.9%	-$23K	0.71%	44
2024 Q2	$2.37M	Hold	5,818	–	–	0.7%	45
2024 Q1	$2.45M	Sell	5,818 -115	-2%	-$48.4K	0.69%	44
2023 Q4	$2.12M	Hold	5,933	–	–	0.64%	46
2023 Q3	$2.08M	Buy	5,933 +12	+0.2%	+$4.2K	0.67%	46
2023 Q2	$2.02M	Hold	5,921	–	–	0.61%	48
2023 Q1	$1.83M	Sell	5,921 -32	-0.5%	-$9.88K	0.56%	50
2022 Q4	$1.84M	Buy	5,953 +50	+0.8%	+$15.4K	0.56%	49
2022 Q3	$1.58M	Hold	5,903	–	–	0.51%	51
2022 Q2	$1.61M	Sell	5,903 -13	-0.2%	-$3.55K	0.48%	54
2022 Q1	$2.09M	Sell	5,916 -4	-0.1%	-$1.41K	0.55%	49
2021 Q4	$1.77M	Hold	5,920	–	–	0.45%	55
2021 Q3	$1.62M	Buy	5,920 +409	+7%	+$112K	0.45%	55
2021 Q2	$1.53M	Sell	5,511 -18	-0.3%	-$5K	0.44%	58
2021 Q1	$1.41M	Hold	5,529	–	–	0.42%	59
2020 Q4	$1.28M	Hold	5,529	–	–	0.4%	59
2020 Q3	$1.18M	Hold	5,529	–	–	0.41%	56
2020 Q2	$987K	Sell	5,529 -35	-0.6%	-$6.25K	0.36%	58
2020 Q1	$1.02M	Buy	5,564 +10	+0.2%	+$1.83K	0.42%	55
2019 Q4	$1.26M	Buy	5,554 +1,000	+22%	+$227K	0.41%	55
2019 Q3	$947K	Hold	4,554	–	–	0.33%	62
2019 Q2	$971K	Sell	4,554 -73	-2%	-$15.6K	0.35%	59
2019 Q1	$930K	Sell	4,627 -17	-0.4%	-$3.42K	0.34%	63
2018 Q4	$948K	Hold	4,644	–	–	0.38%	58
2018 Q3	$994K	Hold	4,644	–	–	0.36%	59
2018 Q2	$867K	Sell	4,644 -19	-0.4%	-$3.55K	0.33%	63
2018 Q1	$930K	Hold	4,663	–	–	0.36%	59
2017 Q4	$924K	Buy	4,663 +50	+1%	+$9.91K	0.34%	62
2017 Q3	$846K	Hold	4,613	–	–	0.32%	61
2017 Q2	$781K	Sell	4,613 -95	-2%	-$16.1K	0.3%	63
2017 Q1	$785K	Sell	4,708 -18	-0.4%	-$3K	0.29%	62
2016 Q4	$770K	Sell	4,726 -50	-1%	-$8.15K	0.29%	64
2016 Q3	$690K	Buy	4,776 +71	+2%	+$10.3K	0.26%	67
2016 Q2	$681K	Hold	4,705	–	–	0.25%	66
2016 Q1	$668K	Hold	4,705	–	–	0.24%	70
2015 Q4	$621K	Sell	4,705 -110	-2%	-$14.5K	0.24%	68
2015 Q3	$628K	Sell	4,815 -1,475	-23%	-$192K	0.26%	66
2015 Q2	$856K	Sell	6,290 -65	-1%	-$8.85K	0.33%	64
2015 Q1	$917K	Buy	6,355 +125	+2%	+$18K	0.35%	61
2014 Q4	$935K	Sell	6,230 -50	-0.8%	-$7.5K	0.35%	62
2014 Q3	$868K	Hold	6,280	–	–	0.35%	62
2014 Q2	$795K	Sell	6,280 -100	-2%	-$12.7K	0.31%	64
2014 Q1	$797K	Buy	6,380 +1,500	+31%	+$187K	0.32%	62
2013 Q4	$579K	Sell	4,880 -200	-4%	-$23.7K	0.23%	64
2013 Q3	$577K	Hold	5,080	–	–	0.24%	63
2013 Q2	$569K	Buy	+5,080	New	+$569K	0.25%	64