Sanders Morris Harris’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 | $468K | Sell |
963
-280
| -23% | -$136K | 0.11% | 75 |
|
2025
Q1 | $662K | Hold |
1,243
| – | – | 0.1% | 130 |
|
2024
Q4 | $567K | Sell |
1,243
-152
| -11% | -$69.3K | 0.08% | 152 |
|
2024
Q3 | $642K | Hold |
1,395
| – | – | 0.11% | 136 |
|
2024
Q2 | $567K | Sell |
1,395
-1,430
| -51% | -$582K | 0.09% | 143 |
|
2024
Q1 | $1.19M | Buy |
+2,825
| New | +$1.19M | 0.22% | 70 |
|
2023
Q4 | – | Sell |
-2,336
| Closed | -$818K | – | 174 |
|
2023
Q3 | $818K | Buy |
2,336
+550
| +31% | +$193K | 0.17% | 89 |
|
2023
Q2 | $609K | Buy |
1,786
+100
| +6% | +$34.1K | 0.13% | 116 |
|
2023
Q1 | $521K | Buy |
+1,686
| New | +$521K | 0.18% | 51 |
|
2022
Q4 | – | Sell |
-1,146
| Closed | -$306K | – | 217 |
|
2022
Q3 | $306K | Hold |
1,146
| – | – | 0.07% | 194 |
|
2022
Q2 | $313K | Hold |
1,146
| – | – | 0.07% | 201 |
|
2022
Q1 | $404K | Hold |
1,146
| – | – | 0.08% | 192 |
|
2021
Q4 | $343K | Hold |
1,146
| – | – | 0.06% | 218 |
|
2021
Q3 | $312K | Hold |
1,146
| – | – | 0.06% | 230 |
|
2021
Q2 | $318K | Buy |
1,146
+182
| +19% | +$50.5K | 0.06% | 237 |
|
2021
Q1 | $246K | Hold |
964
| – | – | 0.05% | 249 |
|
2020
Q4 | $224K | Buy |
+964
| New | +$224K | 0.05% | 244 |
|
2020
Q3 | – | Sell |
-15,034
| Closed | -$2.68M | – | 276 |
|
2020
Q2 | $2.68M | Sell |
15,034
-545
| -3% | -$97.3K | 1.31% | 16 |
|
2020
Q1 | $404K | Buy |
15,579
+13,179
| +549% | +$342K | 0.39% | 61 |
|
2019
Q4 | $544K | Sell |
2,400
-8,470
| -78% | -$1.92M | 0.12% | 154 |
|
2019
Q3 | $2.25M | Buy |
10,870
+7,470
| +220% | +$1.55M | 0.54% | 42 |
|
2019
Q2 | $725K | Buy |
+3,400
| New | +$725K | 0.19% | 113 |
|
2016
Q2 | – | Sell |
-17,387
| Closed | -$2.47M | – | 253 |
|
2016
Q1 | $2.47M | Buy |
+17,387
| New | +$2.47M | 0.42% | 50 |
|