Jacobson & Schmitt Advisors’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 | $394K | Buy |
+811
| New | +$394K | 0.07% | 57 |
|
|
2025
Q1 | – | Sell |
-811
| Closed | -$368K | – | 50 |
|
|
2024
Q4 | $368K | Hold |
811
| – | – | 0.07% | 60 |
|
|
2024
Q3 | $373K | Hold |
811
| – | – | 0.08% | 57 |
|
|
2024
Q2 | $330K | Buy |
+811
| New | +$330K | 0.08% | 56 |
|
|
2024
Q1 | – | Sell |
-808
| Closed | -$288K | – | 51 |
|
|
2023
Q4 | $288K | Hold |
808
| – | – | 0.07% | 55 |
|
|
2023
Q3 | $283K | Hold |
808
| – | – | 0.08% | 48 |
|
|
2023
Q2 | $276K | Hold |
808
| – | – | 0.08% | 50 |
|
|
2023
Q1 | $249K | Hold |
808
| – | – | 0.07% | 54 |
|
|
2022
Q4 | $216K | Hold |
808
| – | – | 0.07% | 51 |
|
|
2022
Q3 | $216K | Hold |
808
| – | – | 0.07% | 51 |
|
|
2022
Q2 | $221K | Buy |
808
+1
| +0.1% | +$274 | 0.07% | 51 |
|
|
2022
Q1 | $285K | Hold |
807
| – | – | 0.07% | 48 |
|
|
2021
Q4 | $241K | Hold |
807
| – | – | 0.06% | 58 |
|
|
2021
Q3 | $220K | Hold |
807
| – | – | 0.06% | 45 |
|
|
2021
Q2 | $224K | Sell |
807
-50
| -6% | -$13.9K | 0.06% | 46 |
|
|
2021
Q1 | $219K | Buy |
+857
| New | +$219K | 0.07% | 41 |
|
|
2020
Q1 | – | Sell |
-900
| Closed | -$204K | – | 44 |
|
|
2019
Q4 | $204K | Buy |
+900
| New | +$204K | 0.1% | 41 |
|