SFA
Sequoia 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 | $111M | Buy |
227,970
+655
| +0.3% | +$318K | 0.76% | 26 |
|
|
2025
Q1 | $121M | Sell |
227,315
-20,589
| -8% | -$11M | 0.93% | 17 |
|
|
2024
Q4 | $112M | Buy |
247,904
+1,704
| +0.7% | +$772K | 1.08% | 13 |
|
|
2024
Q3 | $113M | Buy |
246,200
+23,654
| +11% | +$10.9M | 1.22% | 10 |
|
|
2024
Q2 | $90.5M | Sell |
222,546
-4,155
| -2% | -$1.69M | 1.09% | 16 |
|
|
2024
Q1 | $95.3M | Buy |
226,701
+1,253
| +0.6% | +$527K | 1.19% | 16 |
|
|
2023
Q4 | $80.4M | Buy |
225,448
+32,025
| +17% | +$11.4M | 1% | 19 |
|
|
2023
Q3 | $67.8M | Sell |
193,423
-46,064
| -19% | -$16.1M | 1.19% | 19 |
|
|
2023
Q2 | $81.7M | Buy |
239,487
+78,795
| +49% | +$26.9M | 1.4% | 16 |
|
|
2023
Q1 | $49.6M | Buy |
160,692
+9,842
| +7% | +$3.04M | 1.1% | 19 |
|
|
2022
Q4 | $46.6M | Buy |
150,850
+29,748
| +25% | +$9.19M | 1.15% | 19 |
|
|
2022
Q3 | $32.3M | Sell |
121,102
-2,832
| -2% | -$756K | 1.02% | 22 |
|
|
2022
Q2 | $33.8M | Sell |
123,934
-826
| -0.7% | -$226K | 0.96% | 21 |
|
|
2022
Q1 | $44M | Buy |
124,760
+924
| +0.7% | +$326K | 1.1% | 19 |
|
|
2021
Q4 | $37M | Buy |
123,836
+64,972
| +110% | +$19.4M | 1.01% | 21 |
|
|
2021
Q3 | $16.1M | Sell |
58,864
-44,269
| -43% | -$12.1M | 1.63% | 14 |
|
|
2021
Q2 | $28.7M | Buy |
103,133
+6,513
| +7% | +$1.81M | 1.05% | 19 |
|
|
2021
Q1 | $24.7M | Buy |
96,620
+6,067
| +7% | +$1.55M | 1.03% | 19 |
|
|
2020
Q4 | $21M | Buy |
90,553
+736
| +0.8% | +$171K | 0.96% | 20 |
|
|
2020
Q3 | $19.1M | Buy |
89,817
+3,333
| +4% | +$710K | 1.01% | 19 |
|
|
2020
Q2 | $15.4M | Buy |
86,484
+16,737
| +24% | +$2.99M | 0.91% | 19 |
|
|
2020
Q1 | $12.8M | Buy |
69,747
+11,658
| +20% | +$2.13M | 0.94% | 16 |
|
|
2019
Q4 | $13.2M | Sell |
58,089
-1,471
| -2% | -$333K | 0.84% | 17 |
|
|
2019
Q3 | $12.4M | Sell |
59,560
-2,047
| -3% | -$426K | 0.9% | 16 |
|
|
2019
Q2 | $13.1M | Sell |
61,607
-2,925
| -5% | -$624K | 0.98% | 17 |
|
|
2019
Q1 | $13M | Buy |
64,532
+5,333
| +9% | +$1.07M | 1.06% | 16 |
|
|
2018
Q4 | $12.1M | Sell |
59,199
-495
| -0.8% | -$101K | 1.4% | 14 |
|
|
2018
Q3 | $12.8M | Sell |
59,694
-1,318
| -2% | -$282K | 1.27% | 15 |
|
|
2018
Q2 | $11.4M | Sell |
61,012
-55,212
| -48% | -$10.3M | 1.21% | 15 |
|
|
2018
Q1 | $23.2M | Buy |
116,224
+54,933
| +90% | +$11M | 2.44% | 8 |
|
|
2017
Q4 | $12.1M | Sell |
61,291
-237
| -0.4% | -$47K | 1.28% | 15 |
|
|
2017
Q3 | $11.3M | Buy |
61,528
+1,083
| +2% | +$199K | 1.34% | 14 |
|
|
2017
Q2 | $10.2M | Sell |
60,445
-348
| -0.6% | -$58.9K | 1.27% | 16 |
|
|
2017
Q1 | $10.1M | Buy |
60,793
+2,228
| +4% | +$371K | 1.29% | 17 |
|
|
2016
Q4 | $9.55M | Buy |
58,565
+51,715
| +755% | +$8.43M | 1.36% | 17 |
|
|
2016
Q3 | $990K | Sell |
6,850
-295
| -4% | -$42.6K | 0.18% | 81 |
|
|
2016
Q2 | $1.03M | Buy |
7,145
+2,200
| +44% | +$318K | 0.29% | 69 |
|
|
2016
Q1 | $701K | Buy |
4,945
+284
| +6% | +$40.3K | 0.23% | 79 |
|
|
2015
Q4 | $615K | Buy |
4,661
+181
| +4% | +$23.9K | 0.25% | 79 |
|
|
2015
Q3 | $584K | Sell |
4,480
-248
| -5% | -$32.3K | 0.25% | 79 |
|
|
2015
Q2 | $644K | Buy |
4,728
+68
| +1% | +$9.26K | 0.27% | 80 |
|
|
2015
Q1 | $673K | Buy |
4,660
+69
| +2% | +$9.97K | 0.31% | 79 |
|
|
2014
Q4 | $689K | Buy |
+4,591
| New | +$689K | 0.47% | 52 |
|
|
2014
Q3 | – | Sell |
-4,619
| Closed | -$585K | – | 163 |
|
|
2014
Q2 | $585K | Buy |
+4,619
| New | +$585K | 0.44% | 58 |
|