MIS
Morningstar Investment Services’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $8.56M | Sell |
16,077
-18,625
| -54% | -$9.92M | 1.57% | 11 |
|
|
2024
Q4 | $15.7M | Sell |
34,702
-320,802
| -90% | -$145M | 1.43% | 14 |
|
|
2024
Q3 | $163M | Sell |
355,504
-7,980
| -2% | -$3.65M | 1.66% | 10 |
|
|
2024
Q2 | $148M | Sell |
363,484
-2,928
| -0.8% | -$1.19M | 1.61% | 11 |
|
|
2024
Q1 | $153M | Sell |
366,412
-494,199
| -57% | -$206M | 1.68% | 11 |
|
|
2023
Q4 | $308M | Buy |
860,611
+427,152
| +99% | +$153M | 1.73% | 12 |
|
|
2023
Q3 | $155M | Sell |
433,459
-749
| -0.2% | -$267K | 1.98% | 9 |
|
|
2023
Q2 | $146M | Sell |
434,208
-7,619
| -2% | -$2.56M | 1.88% | 8 |
|
|
2023
Q1 | $135M | Sell |
441,827
-7,854
| -2% | -$2.4M | 1.81% | 10 |
|
|
2022
Q4 | $141M | Sell |
449,681
-8,863
| -2% | -$2.78M | 1.92% | 9 |
|
|
2022
Q3 | $133M | Sell |
458,544
-4,948
| -1% | -$1.43M | 1.88% | 12 |
|
|
2022
Q2 | $127M | Buy |
463,492
+12,976
| +3% | +$3.55M | 1.7% | 14 |
|
|
2022
Q1 | $161M | Sell |
450,516
-18,395
| -4% | -$6.56M | 1.79% | 14 |
|
|
2021
Q4 | $140M | Sell |
468,911
-3,409
| -0.7% | -$1.02M | 1.56% | 16 |
|
|
2021
Q3 | $131M | Sell |
472,320
-2,719
| -0.6% | -$754K | 1.54% | 17 |
|
|
2021
Q2 | $131M | Buy |
475,039
+1,422
| +0.3% | +$393K | 1.57% | 16 |
|
|
2021
Q1 | $122M | Sell |
473,617
-24,654
| -5% | -$6.37M | 1.6% | 16 |
|
|
2020
Q4 | $116M | Sell |
498,271
-22,407
| -4% | -$5.2M | 1.61% | 15 |
|
|
2020
Q3 | $110M | Sell |
520,678
-16,930
| -3% | -$3.57M | 1.7% | 15 |
|
|
2020
Q2 | $95.3M | Sell |
537,608
-28,791
| -5% | -$5.1M | 1.57% | 17 |
|
|
2020
Q1 | $104M | Buy |
566,399
+27,519
| +5% | +$5.04M | 1.89% | 10 |
|
|
2019
Q4 | $122M | Sell |
538,880
-7,318
| -1% | -$1.66M | 1.92% | 10 |
|
|
2019
Q3 | $114M | Sell |
546,198
-14,939
| -3% | -$3.11M | 1.92% | 10 |
|
|
2019
Q2 | $120M | Sell |
561,137
-10,319
| -2% | -$2.2M | 1.97% | 7 |
|
|
2019
Q1 | $115M | Sell |
571,456
-15,902
| -3% | -$3.19M | 1.97% | 8 |
|
|
2018
Q4 | $120M | Sell |
587,358
-82,710
| -12% | -$16.9M | 2.35% | 4 |
|
|
2018
Q3 | $143M | Sell |
670,068
-24,943
| -4% | -$5.34M | 2.59% | 4 |
|
|
2018
Q2 | $130M | Sell |
695,011
-884
| -0.1% | -$165K | 2.44% | 4 |
|
|
2018
Q1 | $139M | Buy |
+695,895
| New | +$139M | 2.7% | 4 |
|
|
2016
Q4 | – | Sell |
-408,324
| Closed | -$59M | – | 190 |
|
|
2016
Q3 | $59M | Buy |
408,324
+68,257
| +20% | +$9.86M | 1.71% | 13 |
|
|
2016
Q2 | $49M | Buy |
340,067
+54,222
| +19% | +$7.81M | 1.55% | 16 |
|
|
2016
Q1 | $40.6M | Buy |
285,845
+1,524
| +0.5% | +$216K | 1.4% | 18 |
|
|
2015
Q4 | $37.5M | Buy |
284,321
+24,572
| +9% | +$3.24M | 1.49% | 13 |
|
|
2015
Q3 | $33.9M | Buy |
259,749
+17,801
| +7% | +$2.32M | 1.44% | 15 |
|
|
2015
Q2 | $32.9M | Buy |
241,948
+42,512
| +21% | +$5.79M | 1.4% | 15 |
|
|
2015
Q1 | $28.8M | Buy |
199,436
+24,551
| +14% | +$3.54M | 1.25% | 21 |
|
|
2014
Q4 | $26.3M | Buy |
174,885
+17,448
| +11% | +$2.62M | 1.23% | 18 |
|
|
2014
Q3 | $21.7M | Sell |
157,437
-5,548
| -3% | -$766K | 1.12% | 21 |
|
|
2014
Q2 | $20.6M | Buy |
162,985
+18,249
| +13% | +$2.31M | 1.2% | 20 |
|
|
2014
Q1 | $18.1M | Buy |
144,736
+27,038
| +23% | +$3.38M | 1.23% | 19 |
|
|
2013
Q4 | $14M | Buy |
117,698
+22,078
| +23% | +$2.62M | 1.05% | 27 |
|
|
2013
Q3 | $10.9M | Buy |
95,620
+25,633
| +37% | +$2.93M | 0.95% | 27 |
|
|
2013
Q2 | $7.83M | Buy |
+69,987
| New | +$7.83M | 0.82% | 33 |
|