Welch & Forbes’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 | $58.9M | Sell |
121,186
-1,660
| -1% | -$806K | 0.74% | 40 |
|
|
2025
Q1 | $65.4M | Sell |
122,846
-1,582
| -1% | -$843K | 0.86% | 40 |
|
|
2024
Q4 | $56.4M | Sell |
124,428
-4,665
| -4% | -$2.11M | 0.73% | 41 |
|
|
2024
Q3 | $59.4M | Buy |
129,093
+951
| +0.7% | +$438K | 0.76% | 42 |
|
|
2024
Q2 | $52.4M | Sell |
128,142
-1,024
| -0.8% | -$419K | 0.7% | 42 |
|
|
2024
Q1 | $54.3M | Buy |
129,166
+173
| +0.1% | +$72.8K | 0.75% | 42 |
|
|
2023
Q4 | $46M | Sell |
128,993
-4,621
| -3% | -$1.65M | 0.69% | 44 |
|
|
2023
Q3 | $46.8M | Sell |
133,614
-2,653
| -2% | -$929K | 0.77% | 42 |
|
|
2023
Q2 | $46.5M | Buy |
136,267
+2,163
| +2% | +$738K | 0.73% | 41 |
|
|
2023
Q1 | $41.4M | Buy |
134,104
+1,824
| +1% | +$563K | 0.7% | 43 |
|
|
2022
Q4 | $40.9M | Sell |
132,280
-1,612
| -1% | -$498K | 0.73% | 42 |
|
|
2022
Q3 | $35.8M | Buy |
133,892
+1,436
| +1% | +$383K | 0.7% | 42 |
|
|
2022
Q2 | $36.2M | Buy |
132,456
+6,024
| +5% | +$1.64M | 0.66% | 46 |
|
|
2022
Q1 | $44.6M | Buy |
126,432
+8,126
| +7% | +$2.87M | 0.7% | 44 |
|
|
2021
Q4 | $35.4M | Buy |
118,306
+2,254
| +2% | +$674K | 0.53% | 53 |
|
|
2021
Q3 | $31.7M | Buy |
116,052
+4,744
| +4% | +$1.29M | 0.53% | 50 |
|
|
2021
Q2 | $30.9M | Buy |
111,308
+4,389
| +4% | +$1.22M | 0.52% | 53 |
|
|
2021
Q1 | $27.3M | Buy |
106,919
+3,540
| +3% | +$904K | 0.5% | 53 |
|
|
2020
Q4 | $24M | Buy |
103,379
+887
| +0.9% | +$206K | 0.47% | 57 |
|
|
2020
Q3 | $21.8M | Buy |
102,492
+1,822
| +2% | +$388K | 0.47% | 55 |
|
|
2020
Q2 | $18M | Buy |
100,670
+6,350
| +7% | +$1.13M | 0.42% | 66 |
|
|
2020
Q1 | $17.2M | Buy |
94,320
+21,514
| +30% | +$3.93M | 0.48% | 64 |
|
|
2019
Q4 | $16.5M | Sell |
72,806
-849
| -1% | -$192K | 0.37% | 80 |
|
|
2019
Q3 | $15.3M | Sell |
73,655
-1,451
| -2% | -$302K | 0.37% | 76 |
|
|
2019
Q2 | $16M | Sell |
75,106
-3,772
| -5% | -$804K | 0.39% | 74 |
|
|
2019
Q1 | $15.8M | Sell |
78,878
-159
| -0.2% | -$31.9K | 0.4% | 69 |
|
|
2018
Q4 | $16.1M | Sell |
79,037
-2,112
| -3% | -$431K | 0.46% | 65 |
|
|
2018
Q3 | $17.4M | Sell |
81,149
-45
| -0.1% | -$9.63K | 0.41% | 73 |
|
|
2018
Q2 | $15.2M | Sell |
81,194
-5,463
| -6% | -$1.02M | 0.39% | 75 |
|
|
2018
Q1 | $17.3M | Sell |
86,657
-1,512
| -2% | -$302K | 0.45% | 76 |
|
|
2017
Q4 | $17.5M | Sell |
88,169
-727
| -0.8% | -$144K | 0.47% | 71 |
|
|
2017
Q3 | $16.3M | Sell |
88,896
-1,583
| -2% | -$290K | 0.43% | 78 |
|
|
2017
Q2 | $15.3M | Sell |
90,479
-26
| -0% | -$4.4K | 0.43% | 78 |
|
|
2017
Q1 | $15.1M | Sell |
90,505
-1,339
| -1% | -$223K | 0.43% | 77 |
|
|
2016
Q4 | $15M | Buy |
91,844
+1,124
| +1% | +$183K | 0.45% | 77 |
|
|
2016
Q3 | $13.1M | Sell |
90,720
-150
| -0.2% | -$21.7K | 0.45% | 73 |
|
|
2016
Q2 | $13.2M | Sell |
90,870
-416
| -0.5% | -$60.2K | 0.4% | 82 |
|
|
2016
Q1 | $13M | Sell |
91,286
-766
| -0.8% | -$109K | 0.4% | 81 |
|
|
2015
Q4 | $12.2M | Buy |
92,052
+2,375
| +3% | +$314K | 0.39% | 82 |
|
|
2015
Q3 | $11.7M | Sell |
89,677
-1,229
| -1% | -$160K | 0.39% | 78 |
|
|
2015
Q2 | $12.4M | Sell |
90,906
-23,117
| -20% | -$3.15M | 0.39% | 77 |
|
|
2015
Q1 | $16.5M | Sell |
114,023
-1,287
| -1% | -$186K | 0.49% | 67 |
|
|
2014
Q4 | $17.3M | Sell |
115,310
-899
| -0.8% | -$135K | 0.51% | 68 |
|
|
2014
Q3 | $16.1M | Buy |
116,209
+611
| +0.5% | +$84.4K | 0.49% | 72 |
|
|
2014
Q2 | $14.6M | Buy |
115,598
+1,255
| +1% | +$159K | 0.46% | 68 |
|
|
2014
Q1 | $14.3M | Sell |
114,343
-4,790
| -4% | -$599K | 0.45% | 72 |
|
|
2013
Q4 | $14.1M | Buy |
119,133
+155
| +0.1% | +$18.4K | 0.45% | 74 |
|
|
2013
Q3 | $13.5M | Sell |
118,978
-1,550
| -1% | -$176K | 0.45% | 73 |
|
|
2013
Q2 | $13.5M | Buy |
+120,528
| New | +$13.5M | 0.48% | 71 |
|