Richard Bernstein Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History

Richard Bernstein Advisors’s Portfolio BRK.B Stock Details BRK.B Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$11.5M	Sell	23,630 -3,160	-12%	-$1.54M	0.28%	33
2025 Q1	$14.3M	Sell	26,790 -1,468	-5%	-$782K	0.35%	28
2024 Q4	$12.8M	Hold	28,258	–	–	0.29%	37
2024 Q3	$13M	Sell	28,258 -1,725	-6%	-$794K	0.28%	37
2024 Q2	$12.2M	Hold	29,983	–	–	0.27%	41
2024 Q1	$12.6M	Hold	29,983	–	–	0.27%	40
2023 Q4	$10.7M	Buy	29,983 +2,528	+9%	+$902K	0.24%	40
2023 Q3	$9.62M	Buy	27,455 +6,683	+32%	+$2.34M	0.21%	43
2023 Q2	$7.08M	Hold	20,772	–	–	0.15%	45
2023 Q1	$6.41M	Hold	20,772	–	–	0.14%	58
2022 Q4	$6.42M	Sell	20,772 -10,151	-33%	-$3.14M	0.14%	58
2022 Q3	$8.26M	Sell	30,923 -2,956	-9%	-$789K	0.21%	45
2022 Q2	$9.25M	Hold	33,879	–	–	0.2%	53
2022 Q1	$12M	Hold	33,879	–	–	0.24%	49
2021 Q4	$10.1M	Buy	33,879 +4,318	+15%	+$1.29M	0.2%	55
2021 Q3	$8.07M	Buy	29,561 +1,868	+7%	+$510K	0.16%	54
2021 Q2	$7.7M	Buy	27,693 +2,280	+9%	+$634K	0.16%	55
2021 Q1	$6.49M	Hold	25,413	–	–	0.15%	60
2020 Q4	$5.89M	Hold	25,413	–	–	0.14%	64
2020 Q3	$5.41M	Hold	25,413	–	–	0.15%	62
2020 Q2	$4.54M	Buy	25,413 +6,182	+32%	+$1.1M	0.14%	70
2020 Q1	$3.52M	Hold	19,231	–	–	0.12%	91
2019 Q4	$4.36M	Sell	19,231 -11,030	-36%	-$2.5M	0.14%	108
2019 Q3	$6.29M	Hold	30,261	–	–	0.21%	64
2019 Q2	$6.45M	Sell	30,261 -11,511	-28%	-$2.45M	0.21%	55
2019 Q1	$8.39M	Sell	41,772 -23,876	-36%	-$4.8M	0.27%	48
2018 Q4	$13.4M	Hold	65,648	–	–	0.49%	27
2018 Q3	$14.1M	Sell	65,648 -6,354	-9%	-$1.36M	0.4%	38
2018 Q2	$13.4M	Buy	72,002 +3,705	+5%	+$692K	0.43%	32
2018 Q1	$13.6M	Hold	68,297	–	–	0.48%	29
2017 Q4	$13.5M	Buy	68,297 +7,571	+12%	+$1.5M	0.59%	31
2017 Q3	$11.1M	Hold	60,726	–	–	0.77%	28
2017 Q2	$10.3M	Hold	60,726	–	–	0.79%	29
2017 Q1	$10.1M	Hold	60,726	–	–	0.78%	26
2016 Q4	$9.9M	Hold	60,726	–	–	0.83%	25
2016 Q3	$8.77M	Buy	60,726 +16,263	+37%	+$2.35M	0.84%	20
2016 Q2	$6.44M	Hold	44,463	–	–	0.61%	38
2016 Q1	$6.31M	Buy	44,463 +20,400	+85%	+$2.89M	0.63%	37
2015 Q4	$3.18M	Hold	24,063	–	–	0.41%	89
2015 Q3	$3.14M	Buy	24,063 +9,838	+69%	+$1.28M	0.43%	86
2015 Q2	$1.94M	Hold	14,225	–	–	0.23%	145
2015 Q1	$2.05M	Hold	14,225	–	–	0.27%	104
2014 Q4	$2.14M	Hold	14,225	–	–	0.22%	138
2014 Q3	$1.97M	Hold	14,225	–	–	0.21%	144
2014 Q2	$1.8M	Hold	14,225	–	–	0.21%	147
2014 Q1	$1.78M	Hold	14,225	–	–	0.25%	117
2013 Q4	$1.69M	Buy	14,225 +1,717	+14%	+$204K	0.34%	110
2013 Q3	$1.42M	Hold	12,508	–	–	0.42%	82
2013 Q2	$1.4M	Buy	+12,508	New	+$1.4M	0.46%	64