Montgomery Investment Management’s Berkshire Hathaway Class A BRK.A Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.19M	Hold	3	–	–	0.85%	29
2025 Q1	$2.4M	Buy	+3	New	+$2.4M	0.95%	30
2023 Q3	–	Sell	-3	Closed	-$1.55M	–	89
2023 Q2	$1.55M	Hold	3	–	–	0.52%	39
2023 Q1	$1.4M	Hold	3	–	–	0.49%	40
2022 Q4	$1.41M	Hold	3	–	–	0.5%	42
2022 Q3	$1.22M	Hold	3	–	–	0.5%	42
2022 Q2	$1.23M	Hold	3	–	–	0.5%	41
2022 Q1	$1.59M	Hold	3	–	–	0.54%	39
2021 Q4	$1.35M	Hold	3	–	–	0.45%	42
2021 Q3	$1.23M	Hold	3	–	–	0.46%	39
2021 Q2	$1.26M	Hold	3	–	–	0.47%	38
2021 Q1	$1.16M	Hold	3	–	–	0.44%	39
2020 Q4	$1.04M	Hold	3	–	–	0.48%	39
2020 Q3	$960K	Hold	3	–	–	0.5%	38
2020 Q2	$802K	Hold	3	–	–	0.44%	41
2020 Q1	$816K	Hold	3	–	–	0.53%	40
2019 Q4	$1.02M	Hold	3	–	–	0.42%	46
2019 Q3	$935K	Hold	3	–	–	0.4%	48
2019 Q2	$955K	Hold	3	–	–	0.42%	47
2019 Q1	$904K	Hold	3	–	–	0.4%	48
2018 Q4	$918K	Hold	3	–	–	0.47%	47
2018 Q3	$960K	Hold	3	–	–	0.39%	52
2018 Q2	$846K	Hold	3	–	–	0.35%	52
2018 Q1	$897K	Hold	3	–	–	0.38%	50
2017 Q4	$893K	Hold	3	–	–	0.36%	49
2017 Q3	$824K	Hold	3	–	–	0.37%	52
2017 Q2	$764K	Hold	3	–	–	0.35%	53
2017 Q1	$750K	Hold	3	–	–	0.32%	56
2016 Q4	$732K	Hold	3	–	–	0.31%	56
2016 Q3	$649K	Hold	3	–	–	0.3%	58
2016 Q2	$651K	Hold	3	–	–	0.32%	57
2016 Q1	$640K	Hold	3	–	–	0.37%	52
2015 Q4	$593K	Hold	3	–	–	0.34%	55
2015 Q3	$586K	Hold	3	–	–	0.35%	54
2015 Q2	$615K	Hold	3	–	–	0.31%	59
2015 Q1	$652K	Hold	3	–	–	0.33%	57
2014 Q4	$678K	Hold	3	–	–	0.32%	57
2014 Q3	$621K	Hold	3	–	–	0.43%	54
2014 Q2	$570K	Hold	3	–	–	0.44%	52
2014 Q1	$562K	Hold	3	–	–	0.46%	53
2013 Q4	$534K	Sell	3 -2	-40%	-$356K	0.44%	51
2013 Q3	$852K	Hold	5	–	–	0.46%	50
2013 Q2	$843K	Buy	+5	New	+$843K	0.46%	50