Sage Capital 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 | $2.78M | Buy |
5,719
+449
| +9% | +$218K | 0.69% | 45 |
|
2025
Q1 | $2.81M | Buy |
5,270
+20
| +0.4% | +$10.7K | 0.74% | 43 |
|
2024
Q4 | $2.38M | Hold |
5,250
| – | – | 0.62% | 47 |
|
2024
Q3 | $2.42M | Hold |
5,250
| – | – | 0.63% | 45 |
|
2024
Q2 | $2.14M | Buy |
5,250
+117
| +2% | +$47.6K | 0.61% | 44 |
|
2024
Q1 | $2.16M | Buy |
5,133
+115
| +2% | +$48.4K | 0.63% | 44 |
|
2023
Q4 | $1.79M | Buy |
5,018
+3
| +0.1% | +$1.07K | 0.58% | 45 |
|
2023
Q3 | $1.76M | Sell |
5,015
-181
| -3% | -$63.4K | 0.64% | 44 |
|
2023
Q2 | $1.77M | Sell |
5,196
-19
| -0.4% | -$6.48K | 0.62% | 45 |
|
2023
Q1 | $1.61M | Buy |
5,215
+706
| +16% | +$218K | 0.61% | 43 |
|
2022
Q4 | $1.39M | Buy |
4,509
+445
| +11% | +$137K | 0.61% | 43 |
|
2022
Q3 | $1.09M | Buy |
4,064
+17
| +0.4% | +$4.54K | 0.55% | 45 |
|
2022
Q2 | $1.11M | Sell |
4,047
-2
| -0% | -$546 | 0.53% | 44 |
|
2022
Q1 | $1.43M | Sell |
4,049
-125
| -3% | -$44.1K | 0.58% | 41 |
|
2021
Q4 | $1.31M | Sell |
4,174
-250
| -6% | -$78.7K | 0.5% | 44 |
|
2021
Q3 | $1.21M | Hold |
4,424
| – | – | 0.51% | 44 |
|
2021
Q2 | $1.24M | Hold |
4,424
| – | – | 0.51% | 45 |
|
2021
Q1 | $1.13M | Buy |
4,424
+64
| +1% | +$16.3K | 0.51% | 45 |
|
2020
Q4 | $1.03M | Sell |
4,360
-12
| -0.3% | -$2.83K | 0.51% | 47 |
|
2020
Q3 | $931K | Sell |
4,372
-191
| -4% | -$40.7K | 0.57% | 42 |
|
2020
Q2 | $815K | Buy |
4,563
+18
| +0.4% | +$3.22K | 0.52% | 48 |
|
2020
Q1 | $831K | Buy |
4,545
+25
| +0.6% | +$4.57K | 0.68% | 43 |
|
2019
Q4 | $1.02M | Sell |
4,520
-456
| -9% | -$103K | 0.65% | 46 |
|
2019
Q3 | $1.04M | Sell |
4,976
-50
| -1% | -$10.4K | 0.78% | 41 |
|
2019
Q2 | $1.05M | Hold |
5,026
| – | – | 0.72% | 44 |
|
2019
Q1 | $1.01M | Hold |
5,026
| – | – | 0.65% | 46 |
|
2018
Q4 | $1.03M | Sell |
5,026
-42
| -0.8% | -$8.57K | 0.77% | 37 |
|
2018
Q3 | $1.09M | Buy |
5,068
+54
| +1% | +$11.6K | 0.68% | 40 |
|
2018
Q2 | $936K | Buy |
5,014
+10
| +0.2% | +$1.87K | 0.65% | 45 |
|
2018
Q1 | $998K | Hold |
5,004
| – | – | 0.71% | 40 |
|
2017
Q4 | $992K | Hold |
5,004
| – | – | 0.64% | 44 |
|
2017
Q3 | $917K | Hold |
5,004
| – | – | 0.64% | 46 |
|
2017
Q2 | $848K | Buy |
+5,004
| New | +$848K | 0.62% | 44 |
|