Monument Capital 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 | $497K | Buy |
1,023
+58
| +6% | +$28.2K | 0.13% | 129 |
|
2025
Q1 | $514K | Buy |
965
+53
| +6% | +$28.2K | 0.16% | 115 |
|
2024
Q4 | $413K | Hold |
912
| – | – | 0.11% | 128 |
|
2024
Q3 | $420K | Sell |
912
-1
| -0.1% | -$460 | 0.12% | 124 |
|
2024
Q2 | $371K | Hold |
913
| – | – | 0.11% | 127 |
|
2024
Q1 | $384K | Hold |
913
| – | – | 0.11% | 138 |
|
2023
Q4 | $326K | Buy |
913
+117
| +15% | +$41.7K | 0.1% | 140 |
|
2023
Q3 | $279K | Hold |
796
| – | – | 0.09% | 141 |
|
2023
Q2 | $271K | Buy |
796
+13
| +2% | +$4.43K | 0.09% | 138 |
|
2023
Q1 | $242K | Buy |
783
+68
| +10% | +$21K | 0.08% | 132 |
|
2022
Q4 | $221K | Buy |
+715
| New | +$221K | 0.08% | 145 |
|
2022
Q3 | – | Sell |
-1,090
| Closed | -$298K | – | 146 |
|
2022
Q2 | $298K | Sell |
1,090
-254
| -19% | -$69.4K | 0.11% | 119 |
|
2022
Q1 | $474K | Sell |
1,344
-569
| -30% | -$201K | 0.15% | 100 |
|
2021
Q4 | $572K | Sell |
1,913
-417
| -18% | -$125K | 0.18% | 103 |
|
2021
Q3 | $636K | Buy |
2,330
+1,434
| +160% | +$391K | 0.22% | 96 |
|
2021
Q2 | $249K | Buy |
896
+54
| +6% | +$15K | 0.09% | 126 |
|
2021
Q1 | $215K | Buy |
+842
| New | +$215K | 0.09% | 104 |
|
2018
Q4 | – | Sell |
-51
| Closed | -$11K | – | 124 |
|
2018
Q3 | $11K | Buy |
51
+50
| +5,000% | +$10.8K | 0.01% | 175 |
|
2018
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 149 |
|
2018
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 137 |
|
2017
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 121 |
|