Thomas Story & Son’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 | $7.1M | Sell |
14,618
-180
| -1% | -$87.4K | 2.73% | 18 |
|
2025
Q1 | $7.88M | Buy |
14,798
+705
| +5% | +$375K | 3.07% | 15 |
|
2024
Q4 | $6.39M | Sell |
14,093
-147
| -1% | -$66.6K | 2.68% | 17 |
|
2024
Q3 | $6.55M | Sell |
14,240
-5
| -0% | -$2.3K | 2.67% | 15 |
|
2024
Q2 | $5.8M | Buy |
14,245
+13
| +0.1% | +$5.29K | 2.5% | 17 |
|
2024
Q1 | $5.99M | Sell |
14,232
-10
| -0.1% | -$4.21K | 2.53% | 17 |
|
2023
Q4 | $5.08M | Hold |
14,242
| – | – | 2.39% | 20 |
|
2023
Q3 | $4.99M | Sell |
14,242
-515
| -3% | -$180K | 2.43% | 19 |
|
2023
Q2 | $5.03M | Sell |
14,757
-15
| -0.1% | -$5.12K | 2.3% | 17 |
|
2023
Q1 | $4.56M | Sell |
14,772
-25
| -0.2% | -$7.72K | 2.21% | 19 |
|
2022
Q4 | $4.57M | Sell |
14,797
-940
| -6% | -$290K | 2.32% | 17 |
|
2022
Q3 | $4.2M | Buy |
15,737
+6,502
| +70% | +$1.74M | 2.21% | 17 |
|
2022
Q2 | $2.52M | Sell |
9,235
-110
| -1% | -$30K | 1.2% | 27 |
|
2022
Q1 | $3.3M | Sell |
9,345
-790
| -8% | -$279K | 1.31% | 28 |
|
2021
Q4 | $3.03M | Sell |
10,135
-1,084
| -10% | -$324K | 1.18% | 29 |
|
2021
Q3 | $3.06M | Hold |
11,219
| – | – | 1.25% | 28 |
|
2021
Q2 | $3.12M | Sell |
11,219
-647
| -5% | -$180K | 1.16% | 28 |
|
2021
Q1 | $3.03M | Buy |
11,866
+84
| +0.7% | +$21.5K | 1.14% | 28 |
|
2020
Q4 | $2.73M | Buy |
11,782
+385
| +3% | +$89.3K | 1.11% | 28 |
|
2020
Q3 | $2.43M | Buy |
11,397
+10
| +0.1% | +$2.13K | 1.08% | 26 |
|
2020
Q2 | $2.03M | Buy |
11,387
+2,938
| +35% | +$525K | 0.97% | 30 |
|
2020
Q1 | $1.55M | Hold |
8,449
| – | – | 0.89% | 29 |
|
2019
Q4 | $1.91M | Hold |
8,449
| – | – | 0.94% | 29 |
|
2019
Q3 | $1.76M | Hold |
8,449
| – | – | 0.91% | 29 |
|
2019
Q2 | $1.8M | Buy |
8,449
+200
| +2% | +$42.6K | 0.93% | 29 |
|
2019
Q1 | $1.66M | Buy |
8,249
+200
| +2% | +$40.2K | 0.87% | 30 |
|
2018
Q4 | $1.64M | Hold |
8,049
| – | – | 1% | 30 |
|
2018
Q3 | $1.72M | Hold |
8,049
| – | – | 0.91% | 30 |
|
2018
Q2 | $1.5M | Hold |
8,049
| – | – | 0.87% | 29 |
|
2018
Q1 | $1.61M | Hold |
8,049
| – | – | 0.94% | 29 |
|
2017
Q4 | $1.6M | Hold |
8,049
| – | – | 0.91% | 29 |
|
2017
Q3 | $1.48M | Sell |
8,049
-400
| -5% | -$73.4K | 0.8% | 31 |
|
2017
Q2 | $1.43M | Hold |
8,449
| – | – | 0.85% | 29 |
|
2017
Q1 | $1.41M | Sell |
8,449
-25
| -0.3% | -$4.17K | 0.8% | 30 |
|
2016
Q4 | $1.38M | Hold |
8,474
| – | – | 0.83% | 28 |
|
2016
Q3 | $1.22M | Hold |
8,474
| – | – | 0.75% | 27 |
|
2016
Q2 | $1.23M | Hold |
8,474
| – | – | 0.76% | 27 |
|
2016
Q1 | $1.2M | Sell |
8,474
-150
| -2% | -$21.3K | 0.73% | 31 |
|
2015
Q4 | $1.14M | Hold |
8,624
| – | – | 0.71% | 30 |
|
2015
Q3 | $1.13M | Sell |
8,624
-50
| -0.6% | -$6.52K | 0.74% | 31 |
|
2015
Q2 | $1.18M | Hold |
8,674
| – | – | 0.74% | 32 |
|
2015
Q1 | $1.25M | Hold |
8,674
| – | – | 0.79% | 31 |
|
2014
Q4 | $1.3M | Hold |
8,674
| – | – | 0.78% | 33 |
|
2014
Q3 | $1.2M | Hold |
8,674
| – | – | 0.75% | 35 |
|
2014
Q2 | $1.1M | Hold |
8,674
| – | – | 0.68% | 35 |
|
2014
Q1 | $1.08M | Hold |
8,674
| – | – | 0.59% | 41 |
|
2013
Q4 | $1.03M | Hold |
8,674
| – | – | 0.56% | 42 |
|
2013
Q3 | $985K | Hold |
8,674
| – | – | 0.61% | 38 |
|
2013
Q2 | $971K | Buy |
+8,674
| New | +$971K | 0.61% | 38 |
|