MSA
Marino Stram & Associates’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 | $5.33M | Buy |
10,981
+650
| +6% | +$316K | 1.08% | 13 |
|
|
2025
Q1 | $5.5M | Buy |
10,331
+192
| +2% | +$102K | 1.22% | 11 |
|
|
2024
Q4 | $4.6M | Buy |
10,139
+234
| +2% | +$106K | 1.02% | 14 |
|
|
2024
Q3 | $4.56M | Buy |
9,905
+25
| +0.3% | +$11.5K | 1.02% | 13 |
|
|
2024
Q2 | $4.02M | Buy |
9,880
+98
| +1% | +$39.9K | 0.98% | 16 |
|
|
2024
Q1 | $4.11M | Buy |
9,782
+73
| +0.8% | +$30.7K | 0.97% | 15 |
|
|
2023
Q4 | $3.46M | Buy |
9,709
+438
| +5% | +$156K | 0.9% | 19 |
|
|
2023
Q3 | $3.25M | Buy |
9,271
+985
| +12% | +$345K | 0.95% | 15 |
|
|
2023
Q2 | $2.83M | Buy |
8,286
+185
| +2% | +$63.1K | 0.8% | 21 |
|
|
2023
Q1 | $2.5M | Buy |
8,101
+243
| +3% | +$75K | 0.76% | 21 |
|
|
2022
Q4 | $2.43M | Buy |
7,858
+98
| +1% | +$30.3K | 0.76% | 23 |
|
|
2022
Q3 | $2.07M | Sell |
7,760
-20
| -0.3% | -$5.34K | 0.75% | 25 |
|
|
2022
Q2 | $2.12M | Buy |
7,780
+390
| +5% | +$106K | 0.74% | 25 |
|
|
2022
Q1 | $2.61M | Buy |
7,390
+278
| +4% | +$98.1K | 0.82% | 24 |
|
|
2021
Q4 | $2.13M | Buy |
7,112
+323
| +5% | +$96.6K | 0.65% | 30 |
|
|
2021
Q3 | $1.85M | Sell |
6,789
-7,993
| -54% | -$2.18M | 0.64% | 30 |
|
|
2021
Q2 | $4.11M | Buy |
14,782
+8,516
| +136% | +$2.37M | 1.07% | 23 |
|
|
2021
Q1 | $1.6M | Buy |
6,266
+485
| +8% | +$124K | 0.63% | 29 |
|
|
2020
Q4 | $1.34M | Buy |
5,781
+225
| +4% | +$52.2K | 0.6% | 31 |
|
|
2020
Q3 | $1.18M | Sell |
5,556
-84
| -1% | -$17.9K | 0.63% | 32 |
|
|
2020
Q2 | $1.01M | Buy |
5,640
+1,526
| +37% | +$272K | 0.6% | 35 |
|
|
2020
Q1 | $752K | Sell |
4,114
-125
| -3% | -$22.8K | 0.58% | 36 |
|
|
2019
Q4 | $960K | Sell |
4,239
-59
| -1% | -$13.4K | 0.63% | 33 |
|
|
2019
Q3 | $894K | Sell |
4,298
-53
| -1% | -$11K | 0.63% | 34 |
|
|
2019
Q2 | $928K | Sell |
4,351
-422
| -9% | -$90K | 0.68% | 31 |
|
|
2019
Q1 | $959K | Buy |
4,773
+174
| +4% | +$35K | 0.69% | 26 |
|
|
2018
Q4 | $939K | Buy |
4,599
+4
| +0.1% | +$817 | 0.82% | 24 |
|
|
2018
Q3 | $957K | Buy |
4,595
+184
| +4% | +$38.3K | 0.77% | 25 |
|
|
2018
Q2 | $823K | Buy |
4,411
+97
| +2% | +$18.1K | 0.73% | 27 |
|
|
2018
Q1 | $861K | Buy |
4,314
+96
| +2% | +$19.2K | 0.8% | 28 |
|
|
2017
Q4 | $836K | Buy |
+4,218
| New | +$836K | 0.77% | 29 |
|