SCM
Shelton Capital Management’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 | $25.8M | Sell |
53,087
-192
| -0.4% | -$93.3K | 0.59% | 30 |
|
|
2025
Q1 | $28.4M | Buy |
53,279
+130
| +0.2% | +$69.2K | 0.68% | 27 |
|
|
2024
Q4 | $24.1M | Buy |
53,149
+4,906
| +10% | +$2.22M | 0.6% | 28 |
|
|
2024
Q3 | $22.2M | Buy |
48,243
+18,704
| +63% | +$8.61M | 0.57% | 31 |
|
|
2024
Q2 | $12M | Hold |
29,539
| – | – | 0.33% | 67 |
|
|
2024
Q1 | $12.4M | Sell |
29,539
-12,250
| -29% | -$5.15M | 0.35% | 66 |
|
|
2023
Q4 | $14.9M | Buy |
41,789
+17,190
| +70% | +$6.13M | 0.47% | 44 |
|
|
2023
Q3 | $8.62M | Sell |
24,599
-14,200
| -37% | -$4.97M | 0.32% | 75 |
|
|
2023
Q2 | $13.2M | Buy |
38,799
+8,694
| +29% | +$2.96M | 0.47% | 42 |
|
|
2023
Q1 | $9.3M | Buy |
30,105
+17,105
| +132% | +$5.28M | 0.39% | 66 |
|
|
2022
Q4 | $4.02M | Sell |
13,000
-25,277
| -66% | -$7.81M | 0.42% | 60 |
|
|
2022
Q3 | $10.2M | Sell |
38,277
-257
| -0.7% | -$68.6K | 0.49% | 44 |
|
|
2022
Q2 | $10.5M | Buy |
38,534
+7,300
| +23% | +$1.99M | 0.47% | 48 |
|
|
2022
Q1 | $11M | Sell |
31,234
-1,929
| -6% | -$681K | 0.41% | 54 |
|
|
2021
Q4 | $9.92M | Sell |
33,163
-429
| -1% | -$128K | 0.35% | 62 |
|
|
2021
Q3 | $9.17M | Sell |
33,592
-173
| -0.5% | -$47.2K | 0.36% | 56 |
|
|
2021
Q2 | $9.38M | Buy |
33,765
+4,919
| +17% | +$1.37M | 0.35% | 61 |
|
|
2021
Q1 | $7.37M | Buy |
28,846
+11,328
| +65% | +$2.89M | 0.26% | 87 |
|
|
2020
Q4 | $4.06M | Sell |
17,518
-159
| -0.9% | -$36.9K | 0.18% | 110 |
|
|
2020
Q3 | $3.76M | Sell |
17,677
-218
| -1% | -$46.4K | 0.16% | 145 |
|
|
2020
Q2 | $3.19M | Hold |
17,895
| – | – | 0.18% | 111 |
|
|
2020
Q1 | $3.27M | Sell |
17,895
-1,081
| -6% | -$198K | 0.24% | 84 |
|
|
2019
Q4 | $4.3M | Sell |
18,976
-1,544
| -8% | -$350K | 0.24% | 86 |
|
|
2019
Q3 | $4.27M | Hold |
20,520
| – | – | 0.25% | 79 |
|
|
2019
Q2 | $4.37M | Buy |
20,520
+16,277
| +384% | +$3.47M | 0.25% | 78 |
|
|
2019
Q1 | $21.1K | Sell |
4,243
-18,994
| -82% | -$94.5K | 0.08% | 227 |
|
|
2018
Q4 | $4.75M | Buy |
23,237
+1,425
| +7% | +$291K | 0.32% | 68 |
|
|
2018
Q3 | $4.67M | Sell |
21,812
-838
| -4% | -$179K | 0.27% | 81 |
|
|
2018
Q2 | $4.23M | Buy |
22,650
+308
| +1% | +$57.5K | 0.26% | 87 |
|
|
2018
Q1 | $4.46M | Buy |
22,342
+1,047
| +5% | +$209K | 0.29% | 76 |
|
|
2017
Q4 | $4.22M | Sell |
21,295
-170
| -0.8% | -$33.7K | 0.27% | 87 |
|
|
2017
Q3 | $3.94M | Sell |
21,465
-50
| -0.2% | -$9.17K | 0.27% | 89 |
|
|
2017
Q2 | $3.64M | Buy |
21,515
+1,550
| +8% | +$263K | 0.26% | 86 |
|
|
2017
Q1 | $3.33M | Sell |
19,965
-9,565
| -32% | -$1.59M | 0.23% | 88 |
|
|
2016
Q4 | $4.81M | Sell |
29,530
-3,510
| -11% | -$572K | 0.37% | 48 |
|
|
2016
Q3 | $4.77M | Sell |
33,040
-1,700
| -5% | -$246K | 0.4% | 42 |
|
|
2016
Q2 | $5.03M | Buy |
34,740
+950
| +3% | +$138K | 0.44% | 37 |
|
|
2016
Q1 | $4.79M | Buy |
33,790
+11,600
| +52% | +$1.65M | 0.43% | 38 |
|
|
2015
Q4 | $2.93M | Sell |
22,190
-39
| -0.2% | -$5.15K | 0.28% | 73 |
|
|
2015
Q3 | $2.9M | Buy |
22,229
+5,800
| +35% | +$756K | 0.32% | 63 |
|
|
2015
Q2 | $2.24M | Buy |
16,429
+150
| +0.9% | +$20.4K | 0.23% | 87 |
|
|
2015
Q1 | $2.35M | Hold |
16,279
| – | – | 0.25% | 81 |
|
|
2014
Q4 | $2.44M | Buy |
16,279
+1,449
| +10% | +$218K | 0.28% | 76 |
|
|
2014
Q3 | $2.05M | Sell |
14,830
-63
| -0.4% | -$8.7K | 0.28% | 79 |
|
|
2014
Q2 | $1.89M | Sell |
14,893
-200
| -1% | -$25.3K | 0.26% | 80 |
|
|
2014
Q1 | $1.89M | Buy |
15,093
+300
| +2% | +$37.5K | 0.28% | 77 |
|
|
2013
Q4 | $1.75M | Sell |
14,793
-250
| -2% | -$29.6K | 0.27% | 79 |
|
|
2013
Q3 | $1.71M | Buy |
15,043
+250
| +2% | +$28.4K | 0.29% | 75 |
|
|
2013
Q2 | $1.66M | Buy |
+14,793
| New | +$1.66M | 0.3% | 75 |
|