Sage Mountain 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 | $8.53M | Buy |
17,551
+371
| +2% | +$180K | 0.55% | 31 |
|
|
2025
Q1 | $9.15M | Buy |
17,180
+790
| +5% | +$421K | 0.67% | 26 |
|
|
2024
Q4 | $7.43M | Buy |
16,390
+1,216
| +8% | +$551K | 0.54% | 29 |
|
|
2024
Q3 | $6.98M | Buy |
15,174
+108
| +0.7% | +$49.7K | 0.6% | 24 |
|
|
2024
Q2 | $6.13M | Buy |
15,066
+1,625
| +12% | +$661K | 0.57% | 25 |
|
|
2024
Q1 | $5.65M | Buy |
13,441
+986
| +8% | +$415K | 0.59% | 23 |
|
|
2023
Q4 | $4.44M | Sell |
12,455
-91
| -0.7% | -$32.5K | 0.52% | 29 |
|
|
2023
Q3 | $4.39M | Buy |
12,546
+1,345
| +12% | +$471K | 0.6% | 25 |
|
|
2023
Q2 | $3.82M | Buy |
11,201
+1,063
| +10% | +$362K | 0.54% | 29 |
|
|
2023
Q1 | $3.13M | Buy |
10,138
+481
| +5% | +$149K | 0.5% | 31 |
|
|
2022
Q4 | $2.98M | Buy |
9,657
+392
| +4% | +$121K | 0.68% | 24 |
|
|
2022
Q3 | $2.47M | Sell |
9,265
-53
| -0.6% | -$14.2K | 0.66% | 22 |
|
|
2022
Q2 | $2.54M | Buy |
9,318
+194
| +2% | +$53K | 0.45% | 28 |
|
|
2022
Q1 | $3.22M | Sell |
9,124
-6,637
| -42% | -$2.34M | 0.5% | 24 |
|
|
2021
Q4 | $4.71M | Buy |
15,761
+2,045
| +15% | +$612K | 0.57% | 18 |
|
|
2021
Q3 | $3.74M | Buy |
13,716
+656
| +5% | +$179K | 0.54% | 23 |
|
|
2021
Q2 | $3.63M | Buy |
13,060
+380
| +3% | +$106K | 0.6% | 21 |
|
|
2021
Q1 | $3.24M | Buy |
12,680
+994
| +9% | +$254K | 0.69% | 22 |
|
|
2020
Q4 | $2.71M | Buy |
+11,686
| New | +$2.71M | 0.89% | 17 |
|