SAM
Satovsky Asset Management’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.8M | Sell |
46,908
-4,755
| -9% | -$2.31M | 4.85% | 7 |
|
|
2025
Q1 | $27.3M | Sell |
51,663
-849
| -2% | -$448K | 6.1% | 6 |
|
|
2024
Q4 | $23.6M | Sell |
52,512
-629
| -1% | -$283K | 5.41% | 6 |
|
|
2024
Q3 | $24.5M | Buy |
53,141
+29
| +0.1% | +$13.3K | 5.51% | 6 |
|
|
2024
Q2 | $21.6M | Sell |
53,112
-387
| -0.7% | -$157K | 5.19% | 6 |
|
|
2024
Q1 | $22.5M | Sell |
53,499
-448
| -0.8% | -$188K | 6.58% | 5 |
|
|
2023
Q4 | $19.2M | Sell |
53,947
-1,243
| -2% | -$443K | 5.99% | 5 |
|
|
2023
Q3 | $19.3M | Buy |
55,190
+588
| +1% | +$206K | 6.55% | 5 |
|
|
2023
Q2 | $18.6M | Sell |
54,602
-879
| -2% | -$300K | 6.29% | 5 |
|
|
2023
Q1 | $17.2M | Buy |
55,481
+986
| +2% | +$305K | 6.39% | 5 |
|
|
2022
Q4 | $16.8M | Buy |
54,495
+755
| +1% | +$233K | 6.97% | 4 |
|
|
2022
Q3 | $14.4M | Buy |
53,740
+1,313
| +3% | +$351K | 8.25% | 3 |
|
|
2022
Q2 | $14.3M | Buy |
52,427
+491
| +0.9% | +$134K | 8.37% | 3 |
|
|
2022
Q1 | $18.3M | Sell |
51,936
-767
| -1% | -$271K | 12.25% | 2 |
|
|
2021
Q4 | $15.8M | Sell |
52,703
-723
| -1% | -$216K | 10.57% | 2 |
|
|
2021
Q3 | $14.6M | Buy |
53,426
+1,437
| +3% | +$392K | 10.88% | 2 |
|
|
2021
Q2 | $14.5M | Buy |
51,989
+1,649
| +3% | +$461K | 11.09% | 2 |
|
|
2021
Q1 | $12.9M | Sell |
50,340
-1,442
| -3% | -$369K | 11.4% | 2 |
|
|
2020
Q4 | $12.1M | Buy |
+51,782
| New | +$12.1M | 11.33% | 2 |
|