Montis Financial’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 | $8.31M | Sell |
17,113
-1,441
| -8% | -$700K | 2.31% | 10 |
|
|
2025
Q1 | $9.88M | Sell |
18,554
-534
| -3% | -$284K | 2.91% | 10 |
|
|
2024
Q4 | $8.65M | Buy |
19,088
+1,004
| +6% | +$455K | 2.67% | 10 |
|
|
2024
Q3 | $8.32M | Sell |
18,084
-338
| -2% | -$156K | 2.96% | 9 |
|
|
2024
Q2 | $7.49M | Sell |
18,422
-837
| -4% | -$340K | 3.44% | 8 |
|
|
2024
Q1 | $8.1M | Sell |
19,259
-116
| -0.6% | -$48.8K | 3.85% | 8 |
|
|
2023
Q4 | $6.91M | Buy |
19,375
+757
| +4% | +$270K | 4.11% | 7 |
|
|
2023
Q3 | $6.52M | Sell |
18,618
-392
| -2% | -$137K | 4.37% | 7 |
|
|
2023
Q2 | $6.48M | Sell |
19,010
-1,260
| -6% | -$430K | 4.27% | 7 |
|
|
2023
Q1 | $6.26M | Sell |
20,270
-380
| -2% | -$117K | 4.84% | 5 |
|
|
2022
Q4 | $6.38M | Sell |
20,650
-287
| -1% | -$88.7K | 5.4% | 5 |
|
|
2022
Q3 | $5.59M | Buy |
20,937
+302
| +1% | +$80.6K | 5.39% | 4 |
|
|
2022
Q2 | $5.63M | Hold |
20,635
| – | – | 5.27% | 4 |
|
|
2022
Q1 | $7.28M | Sell |
20,635
-658
| -3% | -$232K | 5.69% | 4 |
|
|
2021
Q4 | $6.37M | Buy |
21,293
+1,022
| +5% | +$306K | 4.62% | 4 |
|
|
2021
Q3 | $5.55M | Sell |
20,271
-1,012
| -5% | -$277K | 4.71% | 4 |
|
|
2021
Q2 | $5.92M | Buy |
21,283
+181
| +0.9% | +$50.3K | 4.9% | 4 |
|
|
2021
Q1 | $5.45M | Buy |
21,102
+632
| +3% | +$163K | 5.08% | 5 |
|
|
2020
Q4 | $4.65M | Buy |
+20,470
| New | +$4.65M | 4.65% | 4 |
|