OIA
Optimum Investment Advisors’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 | $2.02M | Buy |
4,155
+200
| +5% | +$97.2K | 0.88% | 20 |
|
|
2025
Q1 | $2.11M | Buy |
3,955
+200
| +5% | +$107K | 0.99% | 18 |
|
|
2024
Q4 | $1.7M | Hold |
3,755
| – | – | 0.75% | 20 |
|
|
2024
Q3 | $1.73M | Sell |
3,755
-50
| -1% | -$23K | 0.75% | 21 |
|
|
2024
Q2 | $1.55M | Hold |
3,805
| – | – | 0.69% | 24 |
|
|
2024
Q1 | $1.6M | Hold |
3,805
| – | – | 0.73% | 24 |
|
|
2023
Q4 | $1.36M | Hold |
3,805
| – | – | 0.68% | 27 |
|
|
2023
Q3 | $1.33M | Hold |
3,805
| – | – | 0.68% | 26 |
|
|
2023
Q2 | $1.3M | Buy |
3,805
+100
| +3% | +$34.1K | 0.64% | 31 |
|
|
2023
Q1 | $1.14M | Sell |
3,705
-50
| -1% | -$15.4K | 0.6% | 37 |
|
|
2022
Q4 | $1.16M | Sell |
3,755
-300
| -7% | -$92.7K | 0.63% | 35 |
|
|
2022
Q3 | $1.08M | Sell |
4,055
-40
| -1% | -$10.7K | 0.58% | 37 |
|
|
2022
Q2 | $1.12M | Sell |
4,095
-300
| -7% | -$81.9K | 0.56% | 41 |
|
|
2022
Q1 | $1.55M | Buy |
4,395
+25
| +0.6% | +$8.82K | 0.65% | 28 |
|
|
2021
Q4 | $1.31M | Buy |
4,370
+100
| +2% | +$29.9K | 0.51% | 41 |
|
|
2021
Q3 | $1.17M | Sell |
4,270
-2,335
| -35% | -$637K | 0.49% | 40 |
|
|
2021
Q2 | $1.84M | Sell |
6,605
-1,403
| -18% | -$390K | 0.57% | 41 |
|
|
2021
Q1 | $2.05M | Sell |
8,008
-100
| -1% | -$25.5K | 0.6% | 38 |
|
|
2020
Q4 | $1.88M | Buy |
8,108
+590
| +8% | +$137K | 0.57% | 39 |
|
|
2020
Q3 | $1.6M | Hold |
7,518
| – | – | 0.54% | 42 |
|
|
2020
Q2 | $1.34M | Sell |
7,518
-285
| -4% | -$50.9K | 0.47% | 49 |
|
|
2020
Q1 | $1.43M | Buy |
7,803
+2,431
| +45% | +$445K | 0.59% | 37 |
|
|
2019
Q4 | $1.22M | Sell |
5,372
-45
| -0.8% | -$10.2K | 0.36% | 69 |
|
|
2019
Q3 | $1.13M | Buy |
5,417
+45
| +0.8% | +$9.36K | 0.36% | 71 |
|
|
2019
Q2 | $1.15M | Sell |
5,372
-150
| -3% | -$32K | 0.37% | 68 |
|
|
2019
Q1 | $1.11M | Buy |
5,522
+370
| +7% | +$74.3K | 0.36% | 69 |
|
|
2018
Q4 | $1.05M | Buy |
5,152
+200
| +4% | +$40.8K | 0.36% | 66 |
|
|
2018
Q3 | $1.06M | Sell |
4,952
-1,110
| -18% | -$238K | 0.29% | 87 |
|
|
2018
Q2 | $1.13M | Sell |
6,062
-300
| -5% | -$56K | 0.33% | 81 |
|
|
2018
Q1 | $1.27M | Sell |
6,362
-740
| -10% | -$148K | 0.37% | 68 |
|
|
2017
Q4 | $1.41M | Buy |
7,102
+100
| +1% | +$19.8K | 0.45% | 57 |
|
|
2017
Q3 | $1.28M | Buy |
7,002
+50
| +0.7% | +$9.17K | 0.43% | 58 |
|
|
2017
Q2 | $1.18M | Buy |
6,952
+200
| +3% | +$33.9K | 0.41% | 70 |
|
|
2017
Q1 | $1.13M | Buy |
6,752
+1,670
| +33% | +$278K | 0.4% | 73 |
|
|
2016
Q4 | $828K | Hold |
5,082
| – | – | 0.31% | 92 |
|
|
2016
Q3 | $734K | Sell |
5,082
-718
| -12% | -$104K | 0.28% | 104 |
|
|
2016
Q2 | $840K | Hold |
5,800
| – | – | 0.33% | 93 |
|
|
2016
Q1 | $823K | Buy |
5,800
+750
| +15% | +$106K | 0.32% | 94 |
|
|
2015
Q4 | $667K | Buy |
5,050
+700
| +16% | +$92.5K | 0.26% | 116 |
|
|
2015
Q3 | $567K | Buy |
+4,350
| New | +$567K | 0.23% | 132 |
|
|
2015
Q1 | $678K | Buy |
4,700
+285
| +6% | +$41.1K | 0.21% | 125 |
|
|
2014
Q4 | $663K | Sell |
4,415
-200
| -4% | -$30K | 0.21% | 123 |
|
|
2014
Q3 | $644K | Hold |
4,615
| – | – | 0.21% | 128 |
|
|
2014
Q2 | $584K | Buy |
4,615
+915
| +25% | +$116K | 0.19% | 137 |
|
|
2014
Q1 | $462K | Hold |
3,700
| – | – | 0.17% | 141 |
|
|
2013
Q4 | $439K | Hold |
3,700
| – | – | 0.17% | 143 |
|
|
2013
Q3 | $420K | Buy |
+3,700
| New | +$420K | 0.17% | 138 |
|