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

Geller 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
2024 Q4	$2.14M	Buy	4,719 +336	+8%	+$152K	0.14%	40
2024 Q3	$2.02M	Buy	4,383 +114	+3%	+$52.5K	0.14%	43
2024 Q2	$1.74M	Buy	4,269 +253	+6%	+$103K	0.13%	44
2024 Q1	$1.69M	Buy	4,016 +899	+29%	+$378K	0.14%	42
2023 Q4	$1.11M	Buy	3,117 +92	+3%	+$32.8K	0.11%	59
2023 Q3	$1.06M	Buy	3,025 +30	+1%	+$10.5K	0.12%	52
2023 Q2	$1.02M	Sell	2,995 -520	-15%	-$177K	0.13%	53
2023 Q1	$1.09M	Buy	3,515 +793	+29%	+$245K	0.16%	29
2022 Q4	$841K	Buy	2,722 +166	+6%	+$51.3K	0.14%	34
2022 Q3	$683K	Sell	2,556 -551	-18%	-$147K	0.15%	35
2022 Q2	$848K	Sell	3,107 -14	-0.4%	-$3.82K	0.18%	29
2022 Q1	$1.1M	Sell	3,121 -2,845	-48%	-$1M	0.21%	26
2021 Q4	$1.78M	Sell	5,966 -13	-0.2%	-$3.89K	0.35%	19
2021 Q3	$1.63M	Hold	5,979	–	–	0.36%	20
2021 Q2	$1.66M	Buy	5,979 +2,889	+93%	+$803K	0.36%	16
2021 Q1	$789K	Sell	3,090 -56	-2%	-$14.3K	0.19%	26
2020 Q4	$714K	Hold	3,146	–	–	0.18%	27
2020 Q3	$670K	Buy	3,146 +151	+5%	+$32.2K	0.19%	24
2020 Q2	$535K	Buy	2,995 +974	+48%	+$174K	0.16%	30
2020 Q1	$369K	Buy	2,021 +412	+26%	+$75.2K	0.11%	34
2019 Q4	$364K	Sell	1,609 -380	-19%	-$86K	0.11%	28
2019 Q3	$414K	Buy	+1,989	New	+$414K	0.15%	29
2019 Q1	–	Sell	-1,050	Closed	-$214K	–	29
2018 Q4	$214K	Hold	1,050	–	–	0.1%	25
2018 Q3	$225K	Buy	+1,050	New	+$225K	0.13%	24
2018 Q2	–	Sell	-1,050	Closed	-$209K	–	35
2018 Q1	$209K	Hold	1,050	–	–	0.1%	30
2017 Q4	$208K	Buy	+1,050	New	+$208K	0.1%	32
2016 Q4	–	Sell	-2,358	Closed	-$341K	–	25
2016 Q3	$341K	Buy	2,358 +958	+68%	+$139K	0.19%	19
2016 Q2	$203K	Buy	+1,400	New	+$203K	0.12%	23
2016 Q1	–	Sell	-2,542	Closed	-$336K	–	27
2015 Q4	$336K	Buy	+2,542	New	+$336K	0.2%	23
2015 Q2	–	Sell	-1,400	Closed	-$202K	–	35
2015 Q1	$202K	Hold	1,400	–	–	0.12%	37
2014 Q4	$210K	Sell	1,400 -506	-27%	-$75.9K	0.12%	36
2014 Q3	$263K	Buy	+1,906	New	+$263K	0.15%	34