SAM
Secure 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 | $3.49M | Buy |
7,186
+1,307
| +22% | +$635K | 0.64% | 34 |
|
|
2025
Q1 | $3.13M | Sell |
5,879
-472
| -7% | -$251K | 0.63% | 39 |
|
|
2024
Q4 | $2.88M | Buy |
6,351
+363
| +6% | +$165K | 0.44% | 47 |
|
|
2024
Q3 | $2.76M | Buy |
5,988
+133
| +2% | +$61.2K | 0.46% | 44 |
|
|
2024
Q2 | $2.38M | Buy |
5,855
+2,132
| +57% | +$867K | 0.45% | 43 |
|
|
2024
Q1 | $1.57M | Buy |
3,723
+416
| +13% | +$175K | 0.37% | 58 |
|
|
2023
Q4 | $1.18M | Sell |
3,307
-121
| -4% | -$43.2K | 0.32% | 83 |
|
|
2023
Q3 | $1.2M | Buy |
3,428
+1,275
| +59% | +$447K | 0.36% | 63 |
|
|
2023
Q2 | $734K | Sell |
2,153
-21
| -1% | -$7.16K | 0.22% | 99 |
|
|
2023
Q1 | $671K | Buy |
2,174
+1,092
| +101% | +$337K | 0.22% | 101 |
|
|
2022
Q4 | $334K | Sell |
1,082
-79
| -7% | -$24.4K | 0.12% | 138 |
|
|
2022
Q3 | $310K | Sell |
1,161
-45
| -4% | -$12K | 0.17% | 106 |
|
|
2022
Q2 | $329K | Buy |
1,206
+154
| +15% | +$42K | 0.18% | 111 |
|
|
2022
Q1 | $371K | Buy |
+1,052
| New | +$371K | 0.17% | 117 |
|