GIM
Grassi Investment 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 | $373K | Hold |
767
| – | – | 0.03% | 102 |
|
|
2025
Q1 | $408K | Buy |
767
+41
| +6% | +$21.8K | 0.04% | 99 |
|
|
2024
Q4 | $329K | Hold |
726
| – | – | 0.03% | 107 |
|
|
2024
Q3 | $334K | Hold |
726
| – | – | 0.03% | 107 |
|
|
2024
Q2 | $295K | Hold |
726
| – | – | 0.03% | 113 |
|
|
2024
Q1 | $305K | Hold |
726
| – | – | 0.03% | 108 |
|
|
2023
Q4 | $259K | Hold |
726
| – | – | 0.03% | 110 |
|
|
2023
Q3 | $254K | Hold |
726
| – | – | 0.03% | 105 |
|
|
2023
Q2 | $248K | Hold |
726
| – | – | 0.03% | 108 |
|
|
2023
Q1 | $224K | Hold |
726
| – | – | 0.03% | 117 |
|
|
2022
Q4 | $224K | Buy |
+726
| New | +$224K | 0.03% | 113 |
|
|
2022
Q2 | – | Sell |
-726
| Closed | -$256K | – | 126 |
|
|
2022
Q1 | $256K | Hold |
726
| – | – | 0.03% | 121 |
|
|
2021
Q4 | $217K | Buy |
+726
| New | +$217K | 0.02% | 134 |
|
|
2021
Q3 | – | Sell |
-726
| Closed | -$202K | – | 144 |
|
|
2021
Q2 | $202K | Buy |
+726
| New | +$202K | 0.02% | 137 |
|
|
2016
Q3 | – | Sell |
-25,281
| Closed | -$3.66M | – | 135 |
|
|
2016
Q2 | $3.66M | Hold |
25,281
| – | – | 0.69% | 58 |
|
|
2016
Q1 | $3.59M | Hold |
25,281
| – | – | 0.71% | 54 |
|
|
2015
Q4 | $3.34M | Hold |
25,281
| – | – | 0.68% | 62 |
|
|
2015
Q3 | $3.3M | Sell |
25,281
-4,500
| -15% | -$587K | 0.7% | 55 |
|
|
2015
Q2 | $4.05M | Hold |
29,781
| – | – | 0.76% | 48 |
|
|
2015
Q1 | $4.3M | Buy |
+29,781
| New | +$4.3M | 0.8% | 47 |
|