Montgomery Investment Management’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 | $308K | Hold |
634
| – | – | 0.12% | 80 |
|
|
2025
Q1 | $338K | Sell |
634
-60
| -9% | -$32K | 0.13% | 75 |
|
|
2024
Q4 | $315K | Hold |
694
| – | – | 0.12% | 77 |
|
|
2024
Q3 | $319K | Hold |
694
| – | – | 0.12% | 72 |
|
|
2024
Q2 | $282K | Hold |
694
| – | – | 0.11% | 76 |
|
|
2024
Q1 | $292K | Hold |
694
| – | – | 0.11% | 74 |
|
|
2023
Q4 | $248K | Hold |
694
| – | – | 0.08% | 81 |
|
|
2023
Q3 | $243K | Hold |
694
| – | – | 0.08% | 82 |
|
|
2023
Q2 | $237K | Hold |
694
| – | – | 0.08% | 80 |
|
|
2023
Q1 | $214K | Hold |
694
| – | – | 0.08% | 80 |
|
|
2022
Q4 | $214K | Buy |
+694
| New | +$214K | 0.08% | 78 |
|
|
2022
Q2 | – | Sell |
-694
| Closed | -$245K | – | 79 |
|
|
2022
Q1 | $245K | Sell |
694
-10
| -1% | -$3.53K | 0.08% | 76 |
|
|
2021
Q4 | $210K | Buy |
+704
| New | +$210K | 0.07% | 84 |
|
|
2018
Q4 | – | Sell |
-1,154
| Closed | -$247K | – | 92 |
|
|
2018
Q3 | $247K | Hold |
1,154
| – | – | 0.1% | 89 |
|
|
2018
Q2 | $215K | Hold |
1,154
| – | – | 0.09% | 90 |
|
|
2018
Q1 | $230K | Hold |
1,154
| – | – | 0.1% | 87 |
|
|
2017
Q4 | $229K | Hold |
1,154
| – | – | 0.09% | 87 |
|
|
2017
Q3 | $212K | Buy |
+1,154
| New | +$212K | 0.09% | 89 |
|
|
2017
Q2 | – | Sell |
-1,417
| Closed | -$236K | – | 95 |
|
|
2017
Q1 | $236K | Buy |
1,417
+60
| +4% | +$9.99K | 0.1% | 89 |
|
|
2016
Q4 | $221K | Sell |
1,357
-215
| -14% | -$35K | 0.1% | 93 |
|
|
2016
Q3 | $227K | Hold |
1,572
| – | – | 0.11% | 88 |
|
|
2016
Q2 | $228K | Buy |
+1,572
| New | +$228K | 0.11% | 89 |
|