MA
Mutual 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 | $98.3M | Sell |
203,096
-451
| -0.2% | -$218K | 2.46% | 6 |
|
2025
Q1 | $108M | Sell |
203,547
-3,470
| -2% | -$1.84M | 3.09% | 4 |
|
2024
Q4 | $95.8M | Sell |
207,017
-6,430
| -3% | -$2.98M | 2.77% | 5 |
|
2024
Q3 | $97.7M | Buy |
213,447
+6,860
| +3% | +$3.14M | 2.86% | 5 |
|
2024
Q2 | $90.5M | Buy |
206,587
+18,243
| +10% | +$8M | 2.73% | 5 |
|
2024
Q1 | $79.2M | Buy |
188,344
+6,837
| +4% | +$2.88M | 2.54% | 6 |
|
2023
Q4 | $64.7M | Buy |
181,507
+4,090
| +2% | +$1.46M | 2.25% | 6 |
|
2023
Q3 | $62.1M | Buy |
177,417
+2,252
| +1% | +$789K | 2.42% | 6 |
|
2023
Q2 | $59.7M | Buy |
175,165
+2,334
| +1% | +$796K | 2.27% | 7 |
|
2023
Q1 | $53.4M | Buy |
172,831
+107
| +0.1% | +$33K | 2.19% | 7 |
|
2022
Q4 | $53.4M | Buy |
172,724
+45,860
| +36% | +$14.2M | 2.39% | 5 |
|
2022
Q3 | $33.9M | Buy |
126,864
+56,951
| +81% | +$15.2M | 1.74% | 7 |
|
2022
Q2 | $19.1M | Buy |
69,913
+3,598
| +5% | +$982K | 1.26% | 4 |
|
2022
Q1 | $23.4M | Buy |
66,315
+3,685
| +6% | +$1.3M | 1.31% | 6 |
|
2021
Q4 | $18.7M | Sell |
62,630
-3,966
| -6% | -$1.19M | 0.99% | 8 |
|
2021
Q3 | $18.2M | Buy |
66,596
+1,253
| +2% | +$342K | 1.08% | 8 |
|
2021
Q2 | $18.2M | Buy |
65,343
+778
| +1% | +$216K | 1.08% | 7 |
|
2021
Q1 | $16.5M | Buy |
64,565
+1,103
| +2% | +$282K | 1.13% | 8 |
|
2020
Q4 | $14.7M | Sell |
63,462
-5,508
| -8% | -$1.28M | 1.09% | 9 |
|
2020
Q3 | $14.7M | Sell |
68,970
-16,421
| -19% | -$3.5M | 1.27% | 9 |
|
2020
Q2 | $15.2M | Buy |
85,391
+17,873
| +26% | +$3.19M | 1.5% | 9 |
|
2020
Q1 | $12.3M | Buy |
67,518
+3,207
| +5% | +$586K | 1.67% | 4 |
|
2019
Q4 | $14.6M | Buy |
64,311
+2,694
| +4% | +$610K | 1.55% | 5 |
|
2019
Q3 | $12.8M | Sell |
61,617
-2,232
| -3% | -$464K | 1.69% | 5 |
|
2019
Q2 | $13.6M | Buy |
63,849
+1,846
| +3% | +$394K | 1.77% | 6 |
|
2019
Q1 | $12.5M | Buy |
62,003
+2,985
| +5% | +$600K | 1.84% | 6 |
|
2018
Q4 | $12.1M | Buy |
59,018
+2,796
| +5% | +$571K | 2.37% | 4 |
|
2018
Q3 | $12M | Buy |
56,222
+7,411
| +15% | +$1.59M | 1.83% | 5 |
|
2018
Q2 | $9.11M | Buy |
48,811
+1,694
| +4% | +$316K | 2.08% | 3 |
|
2018
Q1 | $9.4M | Buy |
47,117
+7,923
| +20% | +$1.58M | 2.38% | 2 |
|
2017
Q4 | $7.77M | Buy |
+39,194
| New | +$7.77M | 2.93% | 3 |
|