Berkshire Asset Management’s VanEck Semiconductor ETF SMH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$796K Sell
2,853
-825
-22% -$230K 0.04% 156
2025
Q1
$816K Buy
3,678
+1,700
+86% +$377K 0.04% 154
2024
Q4
$517K Buy
1,978
+92
+5% +$24.1K 0.02% 188
2024
Q3
$492K Hold
1,886
0.03% 181
2024
Q2
$492K Hold
1,886
0.02% 182
2024
Q1
$424K Hold
1,886
0.02% 175
2023
Q4
$330K Buy
1,886
+100
+6% +$17.5K 0.02% 190
2023
Q3
$259K Hold
1,786
0.02% 206
2023
Q2
$272K Hold
1,786
0.02% 205
2023
Q1
$235K Buy
+1,786
New +$235K 0.01% 207