Sage Investment Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $993K | Sell |
2,158
-19
| -0.9% | -$8.75K | 1.04% | 29 |
|
|
2024
Q2 | $886K | Sell |
2,177
-7
| -0.3% | -$2.85K | 1% | 30 |
|
|
2024
Q1 | $918K | Sell |
2,184
-59
| -3% | -$24.8K | 1.05% | 30 |
|
|
2023
Q4 | $800K | Sell |
2,243
-49
| -2% | -$17.5K | 0.97% | 34 |
|
|
2023
Q3 | $803K | Buy |
2,292
+31
| +1% | +$10.9K | 1.1% | 32 |
|
|
2023
Q2 | $771K | Sell |
2,261
-76
| -3% | -$25.9K | 1.03% | 33 |
|
|
2023
Q1 | $722K | Buy |
2,337
+115
| +5% | +$35.5K | 0.96% | 33 |
|
|
2022
Q4 | $686K | Buy |
2,222
+89
| +4% | +$27.5K | 0.98% | 33 |
|
|
2022
Q3 | $570K | Buy |
2,133
+540
| +34% | +$144K | 0.9% | 36 |
|
|
2022
Q2 | $435K | Buy |
1,593
+331
| +26% | +$90.4K | 0.68% | 37 |
|
|
2022
Q1 | $445K | Hold |
1,262
| – | – | 0.59% | 42 |
|
|
2021
Q4 | $377K | Buy |
+1,262
| New | +$377K | 0.49% | 47 |
|