MCIA
Mountain Capital Investment Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
2,877
+13
| +0.5% | +$6.37K | 0.27% | 19 |
|
|
2025
Q1 | $1.52M | Buy |
2,864
+337
| +13% | +$179K | 0.33% | 16 |
|
|
2024
Q4 | $1.18M | Buy |
2,527
+52
| +2% | +$24.3K | 0.24% | 22 |
|
|
2024
Q3 | $1.15M | Sell |
2,475
-21
| -0.8% | -$9.79K | 0.25% | 19 |
|
|
2024
Q2 | $1.08M | Buy |
2,496
+336
| +16% | +$146K | 0.27% | 16 |
|
|
2024
Q1 | $896K | Buy |
2,160
+144
| +7% | +$59.7K | 0.25% | 17 |
|
|
2023
Q4 | $742K | Sell |
2,016
-83
| -4% | -$30.6K | 0.25% | 39 |
|
|
2023
Q3 | $736K | Buy |
2,099
+125
| +6% | +$43.8K | 0.28% | 34 |
|
|
2023
Q2 | $690K | Buy |
1,974
+299
| +18% | +$105K | 0.26% | 48 |
|
|
2023
Q1 | $533K | Hold |
1,675
| – | – | 0.23% | 52 |
|
|
2022
Q4 | $530K | Buy |
1,675
+15
| +0.9% | +$4.75K | 0.24% | 61 |
|
|
2022
Q3 | $462K | Buy |
1,660
+183
| +12% | +$50.9K | 0.24% | 75 |
|
|
2022
Q2 | $413K | Buy |
1,477
+72
| +5% | +$20.1K | 0.21% | 67 |
|
|
2022
Q1 | $495K | Hold |
1,405
| – | – | 0.23% | 79 |
|
|
2021
Q4 | $449K | Buy |
1,405
+83
| +6% | +$26.5K | 0.2% | 106 |
|
|
2021
Q3 | $376K | Hold |
1,322
| – | – | 0.2% | 111 |
|
|
2021
Q2 | $362K | Hold |
1,322
| – | – | 0.17% | 111 |
|
|
2021
Q1 | $353K | Sell |
1,322
-2
| -0.2% | -$534 | 0.18% | 133 |
|
|
2020
Q4 | $309K | Sell |
1,324
-3
| -0.2% | -$700 | 0.19% | 120 |
|
|
2020
Q3 | $287K | Hold |
1,327
| – | – | 0.19% | 90 |
|
|
2020
Q2 | $240K | Sell |
1,327
-61
| -4% | -$11K | 0.11% | 44 |
|
|
2020
Q1 | $269K | Hold |
1,388
| – | – | 0.14% | 40 |
|
|
2019
Q4 | $314K | Sell |
1,388
-257
| -16% | -$58.1K | 0.14% | 34 |
|
|
2019
Q3 | $342K | Sell |
1,645
-71
| -4% | -$14.8K | 0.3% | 34 |
|
|
2019
Q2 | $341K | Sell |
1,716
-31
| -2% | -$6.16K | 0.32% | 33 |
|
|
2019
Q1 | $351K | Sell |
1,747
-23
| -1% | -$4.62K | 0.38% | 25 |
|
|
2018
Q4 | $361K | Buy |
1,770
+36
| +2% | +$7.34K | 0.5% | 18 |
|
|
2018
Q3 | $371K | Hold |
1,734
| – | – | 0.36% | 22 |
|
|
2018
Q2 | $324K | Buy |
+1,734
| New | +$324K | 0.32% | 25 |
|
|
2018
Q1 | – | Sell |
-1,530
| Closed | -$303K | – | 36 |
|
|
2017
Q4 | $303K | Hold |
1,530
| – | – | 0.29% | 28 |
|
|
2017
Q3 | $280K | Buy |
1,530
+2
| +0.1% | +$366 | 0.25% | 27 |
|
|
2017
Q2 | $259K | Buy |
+1,528
| New | +$259K | 0.25% | 21 |
|