SBIA

Sheaff Brock Investment Advisors’s Berkshire Hathaway Class A BRK.A Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$10.4M	Buy	+13	New	+$10.4M	0.95%	17
2023 Q4	–	Sell	-1,300	Closed	-$6.91M	–	477
2023 Q3	$6.91M	Buy	1,300 +1,287	+9,900%	+$6.84M	0.63%	39
2023 Q2	$6.73M	Hold	13	–	–	0.57%	40
2023 Q1	$6.05M	Buy	+13	New	+$6.05M	0.56%	44
2022 Q3	–	Sell	-13	Closed	-$5.32M	–	492
2022 Q2	$5.32M	Hold	13	–	–	0.44%	43
2022 Q1	$6.88M	Hold	13	–	–	0.48%	42
2021 Q4	$5.86M	Hold	13	–	–	0.39%	49
2021 Q3	$5.35M	Hold	13	–	–	0.39%	52
2021 Q2	$5.44M	Hold	13	–	–	0.39%	49
2021 Q1	$5.01M	Hold	13	–	–	0.4%	53
2020 Q4	$4.52M	Hold	13	–	–	0.38%	55
2020 Q3	$4.16M	Hold	13	–	–	0.38%	52
2020 Q2	$3.48M	Hold	13	–	–	0.34%	57
2020 Q1	$3.54M	Hold	13	–	–	0.47%	44
2019 Q4	$4.42M	Hold	13	–	–	0.43%	49
2019 Q3	$4.05M	Hold	13	–	–	0.44%	46
2019 Q2	$4.14M	Hold	13	–	–	0.44%	43
2019 Q1	$3.92M	Hold	13	–	–	0.48%	50
2018 Q4	$3.98M	Hold	13	–	–	0.63%	43
2018 Q3	$4.16M	Sell	13 -1	-7%	-$320K	0.39%	52
2018 Q2	$3.95M	Hold	14	–	–	0.39%	50
2018 Q1	$4.19M	Hold	14	–	–	0.43%	43
2017 Q4	$4.17M	Hold	14	–	–	0.54%	43
2017 Q3	$3.85M	Hold	14	–	–	0.51%	47
2017 Q2	$3.57M	Hold	14	–	–	0.47%	50
2017 Q1	$3.5M	Hold	14	–	–	0.45%	51
2016 Q4	$3.42M	Hold	14	–	–	0.43%	57
2016 Q3	$3.03M	Hold	14	–	–	0.4%	54
2016 Q2	$3.04M	Sell	14 -3	-18%	-$651K	0.39%	58
2016 Q1	$3.63M	Hold	17	–	–	0.45%	46
2015 Q4	$3.36M	Buy	+17	New	+$3.36M	0.38%	57