PMFA
Plante Moran Financial 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 | $4.74M | Sell |
9,755
-2,453
| -20% | -$1.19M | 0.33% | 15 |
|
|
2025
Q1 | $6.5M | Sell |
12,208
-509
| -4% | -$271K | 0.56% | 11 |
|
|
2024
Q4 | $5.76M | Sell |
12,717
-1,510
| -11% | -$684K | 0.48% | 12 |
|
|
2024
Q3 | $6.55M | Buy |
14,227
+4
| +0% | +$1.84K | 0.56% | 13 |
|
|
2024
Q2 | $5.79M | Buy |
14,223
+188
| +1% | +$76.5K | 0.58% | 13 |
|
|
2024
Q1 | $5.9M | Buy |
14,035
+671
| +5% | +$282K | 0.63% | 13 |
|
|
2023
Q4 | $4.77M | Sell |
13,364
-262
| -2% | -$93.4K | 0.5% | 16 |
|
|
2023
Q3 | $4.77M | Sell |
13,626
-187
| -1% | -$65.5K | 0.57% | 15 |
|
|
2023
Q2 | $4.71M | Sell |
13,813
-464
| -3% | -$158K | 0.56% | 15 |
|
|
2023
Q1 | $4.41M | Sell |
14,277
-214
| -1% | -$66.1K | 0.6% | 16 |
|
|
2022
Q4 | $4.48M | Buy |
14,491
+650
| +5% | +$201K | 0.65% | 16 |
|
|
2022
Q3 | $3.7M | Sell |
13,841
-1,459
| -10% | -$390K | 0.63% | 18 |
|
|
2022
Q2 | $4.18M | Sell |
15,300
-154
| -1% | -$42K | 0.7% | 16 |
|
|
2022
Q1 | $5.45M | Sell |
15,454
-656
| -4% | -$232K | 1.02% | 14 |
|
|
2021
Q4 | $4.82M | Sell |
16,110
-104
| -0.6% | -$31.1K | 0.79% | 13 |
|
|
2021
Q3 | $4.43M | Buy |
16,214
+522
| +3% | +$142K | 0.98% | 14 |
|
|
2021
Q2 | $4.36M | Buy |
15,692
+3,741
| +31% | +$1.04M | 1.06% | 14 |
|
|
2021
Q1 | $3.05M | Sell |
11,951
-4,585
| -28% | -$1.17M | 0.83% | 14 |
|
|
2020
Q4 | $3.83M | Sell |
16,536
-438
| -3% | -$102K | 1.18% | 13 |
|
|
2020
Q3 | $3.61M | Buy |
16,974
+40
| +0.2% | +$8.52K | 1.27% | 11 |
|
|
2020
Q2 | $3.02M | Sell |
16,934
-430
| -2% | -$76.8K | 1.21% | 11 |
|
|
2020
Q1 | $3.18M | Sell |
17,364
-221
| -1% | -$40.4K | 1.45% | 10 |
|
|
2019
Q4 | $3.98M | Sell |
17,585
-798
| -4% | -$181K | 1.39% | 11 |
|
|
2019
Q3 | $3.82M | Buy |
18,383
+135
| +0.7% | +$28.1K | 1.11% | 14 |
|
|
2019
Q2 | $3.89M | Sell |
18,248
-1,217
| -6% | -$259K | 1.19% | 12 |
|
|
2019
Q1 | $3.91M | Buy |
19,465
+1,263
| +7% | +$254K | 1.21% | 13 |
|
|
2018
Q4 | $3.72M | Buy |
18,202
+3,387
| +23% | +$691K | 1.29% | 12 |
|
|
2018
Q3 | $3.17M | Sell |
14,815
-50
| -0.3% | -$10.7K | 1.03% | 14 |
|
|
2018
Q2 | $2.78M | Buy |
14,865
+247
| +2% | +$46.1K | 1.41% | 12 |
|
|
2018
Q1 | $2.92M | Sell |
14,618
-3,796
| -21% | -$757K | 1.58% | 9 |
|
|
2017
Q4 | $3.65M | Buy |
18,414
+5,536
| +43% | +$1.1M | 2.02% | 9 |
|
|
2017
Q3 | $2.36M | Buy |
12,878
+73
| +0.6% | +$13.4K | 1.4% | 13 |
|
|
2017
Q2 | $2.17M | Buy |
12,805
+94
| +0.7% | +$15.9K | 1.36% | 14 |
|
|
2017
Q1 | $2.12M | Sell |
12,711
-458
| -3% | -$76.4K | 1.28% | 13 |
|
|
2016
Q4 | $2.15M | Sell |
13,169
-515
| -4% | -$83.9K | 1.34% | 14 |
|
|
2016
Q3 | $1.98M | Buy |
13,684
+53
| +0.4% | +$7.66K | 1.33% | 12 |
|
|
2016
Q2 | $1.97M | Buy |
13,631
+71
| +0.5% | +$10.3K | 1.43% | 11 |
|
|
2016
Q1 | $1.92M | Sell |
13,560
-120
| -0.9% | -$17K | 1.48% | 10 |
|
|
2015
Q4 | $1.81M | Sell |
13,680
-1,534
| -10% | -$203K | 1.36% | 13 |
|
|
2015
Q3 | $1.98M | Sell |
15,214
-750
| -5% | -$97.8K | 1.56% | 10 |
|
|
2015
Q2 | $2.17M | Buy |
15,964
+1,000
| +7% | +$136K | 1.55% | 11 |
|
|
2015
Q1 | $2.16M | Buy |
14,964
+903
| +6% | +$130K | 1.51% | 11 |
|
|
2014
Q4 | $2.11M | Sell |
14,061
-780
| -5% | -$117K | 1.55% | 12 |
|
|
2014
Q3 | $2.05M | Buy |
14,841
+1,700
| +13% | +$235K | 1.79% | 12 |
|
|
2014
Q2 | $1.66M | Buy |
13,141
+475
| +4% | +$60.1K | 1.49% | 15 |
|
|
2014
Q1 | $1.58M | Sell |
12,666
-91
| -0.7% | -$11.4K | 1.72% | 15 |
|
|
2013
Q4 | $1.51M | Buy |
12,757
+54
| +0.4% | +$6.4K | 0.85% | 19 |
|
|
2013
Q3 | $1.44M | Buy |
12,703
+61
| +0.5% | +$6.93K | 0.88% | 18 |
|
|
2013
Q2 | $1.42M | Buy |
+12,642
| New | +$1.42M | 1.05% | 15 |
|