SIA
Schechter Investment 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
Q1 | $10.4M | Sell |
19,558
-1,992
| -9% | -$1.06M | 0.86% | 20 |
|
|
2024
Q4 | $9.77M | Sell |
21,550
-466
| -2% | -$211K | 0.75% | 25 |
|
|
2024
Q3 | $10.1M | Sell |
22,016
-3,014
| -12% | -$1.39M | 0.75% | 26 |
|
|
2024
Q2 | $10.2M | Buy |
25,030
+52
| +0.2% | +$21.2K | 0.77% | 29 |
|
|
2024
Q1 | $10.5M | Buy |
24,978
+3,099
| +14% | +$1.3M | 0.79% | 27 |
|
|
2023
Q4 | $7.8M | Sell |
21,879
-841
| -4% | -$300K | 0.68% | 31 |
|
|
2023
Q3 | $7.96M | Sell |
22,720
-500
| -2% | -$175K | 0.77% | 25 |
|
|
2023
Q2 | $7.92M | Buy |
23,220
+354
| +2% | +$121K | 0.71% | 25 |
|
|
2023
Q1 | $7.06M | Buy |
22,866
+748
| +3% | +$231K | 0.65% | 26 |
|
|
2022
Q4 | $6.83M | Buy |
22,118
+1,537
| +7% | +$475K | 0.62% | 20 |
|
|
2022
Q3 | $5.5M | Sell |
20,581
-28
| -0.1% | -$7.48K | 0.54% | 21 |
|
|
2022
Q2 | $5.63M | Sell |
20,609
-1,019
| -5% | -$278K | 0.55% | 23 |
|
|
2022
Q1 | $7.63M | Buy |
21,628
+539
| +3% | +$190K | 0.71% | 13 |
|
|
2021
Q4 | $6.31M | Buy |
+21,089
| New | +$6.31M | 0.57% | 22 |
|