Mount Yale Investment Advisors’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 | $12M | Sell |
24,698
-899
| -4% | -$437K | 0.94% | 17 |
|
|
2025
Q1 | $13.6M | Sell |
25,597
-235
| -0.9% | -$125K | 1.17% | 11 |
|
|
2024
Q4 | $11.7M | Buy |
25,832
+11,537
| +81% | +$5.23M | 0.95% | 14 |
|
|
2024
Q3 | $6.58M | Sell |
14,295
-15,443
| -52% | -$7.11M | 0.63% | 20 |
|
|
2024
Q2 | $12.1M | Buy |
29,738
+669
| +2% | +$272K | 0.96% | 12 |
|
|
2024
Q1 | $12.2M | Buy |
29,069
+10,733
| +59% | +$4.51M | 0.94% | 13 |
|
|
2023
Q4 | $6.54M | Sell |
18,336
-36
| -0.2% | -$12.8K | 0.62% | 24 |
|
|
2023
Q3 | $6.44M | Sell |
18,372
-70
| -0.4% | -$24.5K | 0.7% | 16 |
|
|
2023
Q2 | $6.29M | Sell |
18,442
-3,036
| -14% | -$1.04M | 0.67% | 29 |
|
|
2023
Q1 | $6.63M | Buy |
21,478
+337
| +2% | +$104K | 0.74% | 23 |
|
|
2022
Q4 | $6.53M | Buy |
21,141
+383
| +2% | +$118K | 0.74% | 26 |
|
|
2022
Q3 | $5.54M | Buy |
20,758
+852
| +4% | +$228K | 0.74% | 21 |
|
|
2022
Q2 | $5.44M | Sell |
19,906
-1,675
| -8% | -$457K | 0.68% | 32 |
|
|
2022
Q1 | $7.62M | Buy |
21,581
+806
| +4% | +$284K | 0.83% | 16 |
|
|
2021
Q4 | $6.21M | Buy |
20,775
+688
| +3% | +$206K | 0.65% | 30 |
|
|
2021
Q3 | $5.48M | Buy |
20,087
+14,718
| +274% | +$4.02M | 0.63% | 31 |
|
|
2021
Q2 | $1.49M | Buy |
5,369
+39
| +0.7% | +$10.8K | 0.18% | 124 |
|
|
2021
Q1 | $1.36M | Sell |
5,330
-793
| -13% | -$203K | 0.18% | 119 |
|
|
2020
Q4 | $1.42M | Sell |
6,123
-454
| -7% | -$105K | 0.2% | 111 |
|
|
2020
Q3 | $1.4M | Buy |
6,577
+149
| +2% | +$31.7K | 0.2% | 105 |
|
|
2020
Q2 | $1.15M | Buy |
6,428
+931
| +17% | +$166K | 0.21% | 110 |
|
|
2020
Q1 | $1.01M | Sell |
5,497
-8,253
| -60% | -$1.51M | 0.23% | 112 |
|
|
2019
Q4 | $3.09M | Buy |
13,750
+2,592
| +23% | +$582K | 0.54% | 43 |
|
|
2019
Q3 | $2.47M | Buy |
11,158
+47
| +0.4% | +$10.4K | 0.44% | 57 |
|
|
2019
Q2 | $2.2M | Sell |
11,111
-6,340
| -36% | -$1.26M | 0.41% | 60 |
|
|
2019
Q1 | $3.51M | Sell |
17,451
-2,445
| -12% | -$491K | 0.66% | 35 |
|
|
2018
Q4 | $4.04M | Sell |
19,896
-447
| -2% | -$90.8K | 0.82% | 30 |
|
|
2018
Q3 | $4.5M | Sell |
20,343
-785
| -4% | -$174K | 0.79% | 28 |
|
|
2018
Q2 | $3.94M | Buy |
21,128
+1,352
| +7% | +$252K | 0.75% | 34 |
|
|
2018
Q1 | $3.95M | Buy |
+19,776
| New | +$3.95M | 0.85% | 31 |
|