Moneta Group Investment 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
Q2 | $72.9M | Sell |
150,080
-149
| -0.1% | -$72.4K | 0.87% | 28 |
|
|
2025
Q1 | $80M | Buy |
150,229
+2,424
| +2% | +$1.29M | 1.1% | 25 |
|
|
2024
Q4 | $67M | Buy |
147,805
+2,736
| +2% | +$1.24M | 0.94% | 29 |
|
|
2024
Q3 | $66.8M | Buy |
145,069
+7,411
| +5% | +$3.41M | 0.97% | 29 |
|
|
2024
Q2 | $56M | Sell |
137,658
-58
| -0% | -$23.6K | 0.89% | 30 |
|
|
2024
Q1 | $57.9M | Buy |
137,716
+6,728
| +5% | +$2.83M | 0.94% | 31 |
|
|
2023
Q4 | $46.7M | Buy |
130,988
+2,051
| +2% | +$732K | 0.92% | 29 |
|
|
2023
Q3 | $45.2M | Sell |
128,937
-1,617
| -1% | -$566K | 1.03% | 28 |
|
|
2023
Q2 | $44.5M | Buy |
130,554
+3,343
| +3% | +$1.14M | 0.99% | 27 |
|
|
2023
Q1 | $39.3M | Buy |
127,211
+41,110
| +48% | +$12.7M | 0.94% | 31 |
|
|
2022
Q4 | $26.6M | Buy |
86,101
+4,455
| +5% | +$1.38M | 0.73% | 34 |
|
|
2022
Q3 | $21.8M | Sell |
81,646
-2,370
| -3% | -$633K | 0.83% | 33 |
|
|
2022
Q2 | $22.9M | Buy |
84,016
+80,638
| +2,387% | +$22M | 0.78% | 34 |
|
|
2022
Q1 | $23.8M | Sell |
3,378
-62,047
| -95% | -$437M | 0.93% | 29 |
|
|
2021
Q4 | $19.6M | Buy |
65,425
+3,408
| +5% | +$1.02M | 0.8% | 36 |
|
|
2021
Q3 | $16.9M | Buy |
62,017
+6,357
| +11% | +$1.74M | 0.78% | 36 |
|
|
2021
Q2 | $15.5M | Buy |
55,660
+8,993
| +19% | +$2.5M | 0.71% | 36 |
|
|
2021
Q1 | $11.9M | Buy |
46,667
+12,829
| +38% | +$3.28M | 0.63% | 43 |
|
|
2020
Q4 | $7.85M | Sell |
33,838
-39,990
| -54% | -$9.27M | 0.56% | 44 |
|
|
2020
Q3 | $15.7M | Sell |
73,828
-2,005
| -3% | -$427K | 1.37% | 24 |
|
|
2020
Q2 | $13.5M | Buy |
75,833
+6,993
| +10% | +$1.25M | 1.28% | 25 |
|
|
2020
Q1 | $12.6M | Sell |
68,840
-1,147
| -2% | -$210K | 1.31% | 24 |
|
|
2019
Q4 | $15.9M | Buy |
69,987
+676
| +1% | +$153K | 1.33% | 19 |
|
|
2019
Q3 | $14.4M | Sell |
69,311
-145
| -0.2% | -$30.2K | 1.35% | 20 |
|
|
2019
Q2 | $14.8M | Buy |
69,456
+100
| +0.1% | +$21.3K | 1.46% | 17 |
|
|
2019
Q1 | $13.9M | Sell |
69,356
-1,111
| -2% | -$223K | 1.46% | 18 |
|
|
2018
Q4 | $14.4M | Sell |
70,467
-346
| -0.5% | -$70.6K | 1.72% | 17 |
|
|
2018
Q3 | $15.2M | Buy |
70,813
+1,978
| +3% | +$424K | 1.55% | 15 |
|
|
2018
Q2 | $12.8M | Buy |
68,835
+496
| +0.7% | +$92.6K | 1.43% | 15 |
|
|
2018
Q1 | $13.6M | Buy |
68,339
+3,059
| +5% | +$610K | 1.82% | 12 |
|
|
2017
Q4 | $12.9M | Sell |
65,280
-1,479
| -2% | -$293K | 1.96% | 13 |
|
|
2017
Q3 | $12.2M | Sell |
66,759
-1,189
| -2% | -$218K | 1.9% | 13 |
|
|
2017
Q2 | $11.5M | Buy |
67,948
+21
| +0% | +$3.56K | 1.87% | 14 |
|
|
2017
Q1 | $11.3M | Sell |
67,927
-1,666
| -2% | -$278K | 2.24% | 12 |
|
|
2016
Q4 | $11.3M | Buy |
69,593
+4,193
| +6% | +$683K | 2.32% | 12 |
|
|
2016
Q3 | $9.45M | Buy |
65,400
+230
| +0.4% | +$33.2K | 2.14% | 13 |
|
|
2016
Q2 | $9.44M | Hold |
65,170
| – | – | 2.06% | 13 |
|
|
2016
Q1 | $9.25M | Buy |
65,170
+35
| +0.1% | +$4.97K | 2.05% | 13 |
|
|
2015
Q4 | $8.6M | Hold |
65,135
| – | – | 2.11% | 13 |
|
|
2015
Q3 | $8.49M | Buy |
65,135
+1,650
| +3% | +$215K | 2.36% | 13 |
|
|
2015
Q2 | $8.64M | Buy |
63,485
+55,400
| +685% | +$7.54M | 2.64% | 11 |
|
|
2015
Q1 | $1.17M | Hold |
8,085
| – | – | 0.5% | 28 |
|
|
2014
Q4 | $1.21M | Sell |
8,085
-136
| -2% | -$20.4K | 0.58% | 23 |
|
|
2014
Q3 | $1.14M | Buy |
8,221
+634
| +8% | +$87.6K | 0.59% | 26 |
|
|
2014
Q2 | $960K | Buy |
7,587
+1,950
| +35% | +$247K | 0.52% | 31 |
|
|
2014
Q1 | $704K | Hold |
5,637
| – | – | 0.42% | 39 |
|
|
2013
Q4 | $668K | Sell |
5,637
-84
| -1% | -$9.95K | 0.4% | 42 |
|
|
2013
Q3 | $649K | Sell |
5,721
-1,100
| -16% | -$125K | 0.43% | 43 |
|
|
2013
Q2 | $763K | Buy |
+6,821
| New | +$763K | 0.54% | 36 |
|