SHFA
SC&H Financial Advisors’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 | $1.31M | Buy |
2,691
+60
| +2% | +$29.1K | 0.22% | 55 |
|
|
2025
Q1 | $1.4M | Buy |
2,631
+72
| +3% | +$38.3K | 0.28% | 51 |
|
|
2024
Q4 | $1.16M | Buy |
2,559
+120
| +5% | +$54.4K | 0.24% | 53 |
|
|
2024
Q3 | $1.12M | Hold |
2,439
| – | – | 0.25% | 57 |
|
|
2024
Q2 | $992K | Sell |
2,439
-165
| -6% | -$67.1K | 0.24% | 58 |
|
|
2024
Q1 | $1.1M | Buy |
2,604
+165
| +7% | +$69.4K | 0.29% | 54 |
|
|
2023
Q4 | $870K | Sell |
2,439
-5
| -0.2% | -$1.78K | 0.25% | 62 |
|
|
2023
Q3 | $856K | Buy |
2,444
+25
| +1% | +$8.76K | 0.28% | 61 |
|
|
2023
Q2 | $825K | Sell |
2,419
-4
| -0.2% | -$1.36K | 0.27% | 68 |
|
|
2023
Q1 | $748K | Buy |
2,423
+72
| +3% | +$22.2K | 0.27% | 69 |
|
|
2022
Q4 | $726K | Sell |
2,351
-77
| -3% | -$23.8K | 0.3% | 68 |
|
|
2022
Q3 | $648K | Sell |
2,428
-8
| -0.3% | -$2.14K | 0.32% | 66 |
|
|
2022
Q2 | $665K | Sell |
2,436
-165
| -6% | -$45K | 0.31% | 66 |
|
|
2022
Q1 | $918K | Sell |
2,601
-180
| -6% | -$63.5K | 0.44% | 51 |
|
|
2021
Q4 | $832K | Buy |
+2,781
| New | +$832K | 0.46% | 49 |
|