SBL
Sargent Bickham Lagudis’s Berkshire Hathaway Class A BRK.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $469K | Hold |
1
| – | – | 0.04% | 191 |
|
|
2022
Q3 | $406K | Hold |
1
| – | – | 0.04% | 185 |
|
|
2022
Q2 | $409K | Sell |
1
-700
| -100% | -$286M | 0.04% | 194 |
|
|
2022
Q1 | $4.23M | Hold |
701
| – | – | 0.33% | 65 |
|
|
2021
Q4 | $3.61M | Buy |
701
+700
| +70,000% | +$3.6M | 0.27% | 79 |
|
|
2021
Q3 | $411K | Hold |
1
| – | – | 0.03% | 188 |
|
|
2021
Q2 | $419K | Hold |
1
| – | – | 0.03% | 190 |
|
|
2021
Q1 | $386K | Hold |
1
| – | – | 0.03% | 179 |
|
|
2020
Q4 | $348K | Hold |
1
| – | – | 0.03% | 185 |
|
|
2020
Q3 | $320K | Hold |
1
| – | – | 0.03% | 174 |
|
|
2020
Q2 | $267K | Hold |
1
| – | – | 0.03% | 178 |
|
|
2020
Q1 | $272K | Sell |
1
-1,300
| -100% | -$354M | 0.04% | 177 |
|
|
2019
Q4 | $4.76M | Sell |
1,301
-100
| -7% | -$365K | 0.53% | 39 |
|
|
2019
Q3 | $4.68M | Buy |
1,401
+1
| +0.1% | +$3.34K | 0.56% | 39 |
|
|
2019
Q2 | $4.46M | Hold |
1,400
| – | – | 0.53% | 43 |
|
|
2019
Q1 | $4.22M | Hold |
1,400
| – | – | 0.49% | 50 |
|
|
2018
Q4 | $4.28M | Hold |
1,400
| – | – | 0.55% | 44 |
|
|
2018
Q3 | $4.48M | Hold |
1,400
| – | – | 0.53% | 46 |
|
|
2018
Q2 | $3.95M | Hold |
1,400
| – | – | 0.49% | 51 |
|
|
2018
Q1 | $4.19M | Hold |
1,400
| – | – | 0.52% | 45 |
|
|
2017
Q4 | $4.17M | Hold |
1,400
| – | – | 0.5% | 53 |
|
|
2017
Q3 | $3.85M | Sell |
1,400
-201
| -13% | -$552K | 0.48% | 57 |
|
|
2017
Q2 | $4.32M | Buy |
1,601
+1,600
| +160,000% | +$4.32M | 0.55% | 42 |
|
|
2017
Q1 | $250K | Buy |
+1
| New | +$250K | 0.03% | 188 |
|
|
2016
Q3 | – | Sell |
-1,401
| Closed | -$3.26M | – | 729 |
|
|
2016
Q2 | $3.26M | Hold |
1,401
| – | – | 0.51% | 62 |
|
|
2016
Q1 | $3.2M | Buy |
+1,401
| New | +$3.2M | 0.52% | 60 |
|