Northwestern Mutual Wealth 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 | $231M | Buy |
474,786
+4,152
| +0.9% | +$2.02M | 0.17% | 68 |
|
|
2025
Q1 | $251M | Sell |
470,634
-85,634
| -15% | -$45.6M | 0.21% | 56 |
|
|
2024
Q4 | $252M | Buy |
556,268
+14,783
| +3% | +$6.7M | 0.21% | 55 |
|
|
2024
Q3 | $249M | Buy |
541,485
+16,999
| +3% | +$7.82M | 0.22% | 50 |
|
|
2024
Q2 | $213M | Buy |
524,486
+3,528
| +0.7% | +$1.44M | 0.21% | 56 |
|
|
2024
Q1 | $219M | Buy |
520,958
+2,406
| +0.5% | +$1.01M | 0.23% | 53 |
|
|
2023
Q4 | $185M | Buy |
518,552
+18,621
| +4% | +$6.64M | 0.21% | 55 |
|
|
2023
Q3 | $175M | Buy |
499,931
+10,808
| +2% | +$3.79M | 0.23% | 49 |
|
|
2023
Q2 | $167M | Buy |
489,123
+34,441
| +8% | +$11.7M | 0.22% | 50 |
|
|
2023
Q1 | $140M | Buy |
454,682
+96,053
| +27% | +$29.7M | 0.2% | 55 |
|
|
2022
Q4 | $111M | Sell |
358,629
-3,105
| -0.9% | -$959K | 0.17% | 63 |
|
|
2022
Q3 | $96.6M | Buy |
361,734
+19,670
| +6% | +$5.25M | 0.17% | 61 |
|
|
2022
Q2 | $93.4M | Buy |
342,064
+24,612
| +8% | +$6.72M | 0.16% | 65 |
|
|
2022
Q1 | $112M | Buy |
317,452
+1,414
| +0.4% | +$499K | 0.18% | 59 |
|
|
2021
Q4 | $94.5M | Sell |
316,038
-30,530
| -9% | -$9.13M | 0.15% | 67 |
|
|
2021
Q3 | $94.6M | Buy |
346,568
+11,500
| +3% | +$3.14M | 0.17% | 61 |
|
|
2021
Q2 | $93.1M | Buy |
335,068
+8,463
| +3% | +$2.35M | 0.18% | 61 |
|
|
2021
Q1 | $83.4M | Buy |
326,605
+9,286
| +3% | +$2.37M | 0.18% | 59 |
|
|
2020
Q4 | $73.6M | Buy |
317,319
+11,132
| +4% | +$2.58M | 0.17% | 62 |
|
|
2020
Q3 | $65.2M | Sell |
306,187
-22,741
| -7% | -$4.84M | 0.18% | 62 |
|
|
2020
Q2 | $58.7M | Sell |
328,928
-108,987
| -25% | -$19.5M | 0.18% | 58 |
|
|
2020
Q1 | $80.1M | Buy |
437,915
+18,213
| +4% | +$3.33M | 0.31% | 40 |
|
|
2019
Q4 | $95.1M | Sell |
419,702
-17,257
| -4% | -$3.91M | 0.32% | 38 |
|
|
2019
Q3 | $90.9M | Buy |
436,959
+4,851
| +1% | +$1.01M | 0.35% | 36 |
|
|
2019
Q2 | $92.1M | Buy |
432,108
+9,398
| +2% | +$2M | 0.37% | 33 |
|
|
2019
Q1 | $84.9M | Buy |
422,710
+15,589
| +4% | +$3.13M | 0.37% | 33 |
|
|
2018
Q4 | $83.1M | Buy |
407,121
+27,731
| +7% | +$5.66M | 0.42% | 33 |
|
|
2018
Q3 | $81.2M | Buy |
379,390
+16,534
| +5% | +$3.54M | 0.41% | 34 |
|
|
2018
Q2 | $67.7M | Buy |
362,856
+20,386
| +6% | +$3.81M | 0.38% | 37 |
|
|
2018
Q1 | $68.3M | Buy |
342,470
+8,496
| +3% | +$1.69M | 0.41% | 35 |
|
|
2017
Q4 | $66.2M | Buy |
333,974
+12,962
| +4% | +$2.57M | 0.42% | 33 |
|
|
2017
Q3 | $58.8M | Buy |
321,012
+43,938
| +16% | +$8.05M | 0.42% | 35 |
|
|
2017
Q2 | $46.9M | Buy |
277,074
+37,394
| +16% | +$6.33M | 0.38% | 38 |
|
|
2017
Q1 | $39.9M | Buy |
239,680
+6,697
| +3% | +$1.12M | 0.36% | 41 |
|
|
2016
Q4 | $38M | Buy |
232,983
+180,721
| +346% | +$29.5M | 0.41% | 42 |
|
|
2016
Q3 | $7.55M | Sell |
52,262
-143,528
| -73% | -$20.7M | 0.5% | 48 |
|
|
2016
Q2 | $28.3M | Buy |
195,790
+46,647
| +31% | +$6.75M | 0.41% | 43 |
|
|
2016
Q1 | $21.2M | Buy |
149,143
+8,596
| +6% | +$1.22M | 0.34% | 54 |
|
|
2015
Q4 | $18.6M | Buy |
140,547
+12,031
| +9% | +$1.59M | 0.37% | 55 |
|
|
2015
Q3 | $16.8M | Buy |
128,516
+18,062
| +16% | +$2.36M | 0.4% | 53 |
|
|
2015
Q2 | $15M | Buy |
110,454
+13,861
| +14% | +$1.89M | 0.39% | 52 |
|
|
2015
Q1 | $13.9M | Buy |
96,593
+10,184
| +12% | +$1.47M | 0.39% | 50 |
|
|
2014
Q4 | $13M | Buy |
86,409
+2,231
| +3% | +$335K | 0.4% | 49 |
|
|
2014
Q3 | $11.6M | Buy |
84,178
+14,022
| +20% | +$1.94M | 0.41% | 47 |
|
|
2014
Q2 | $8.88M | Sell |
70,156
-3,277
| -4% | -$415K | 0.35% | 60 |
|
|
2014
Q1 | $9.18M | Sell |
73,433
-88
| -0.1% | -$11K | 0.38% | 58 |
|
|
2013
Q4 | $8.72M | Sell |
73,521
-9,553
| -11% | -$1.13M | 0.4% | 53 |
|
|
2013
Q3 | $9.43M | Buy |
83,074
+17,680
| +27% | +$2.01M | 0.5% | 46 |
|
|
2013
Q2 | $7.32M | Buy |
+65,394
| New | +$7.32M | 0.44% | 54 |
|