SBIA
Sheaff Brock 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 | $4.68M | Buy |
8,779
+17
| +0.2% | +$9.05K | 0.43% | 63 |
|
|
2024
Q4 | $3.97M | Buy |
8,762
+645
| +8% | +$292K | 0.35% | 68 |
|
|
2024
Q3 | $3.74M | Sell |
8,117
-714
| -8% | -$329K | 0.33% | 69 |
|
|
2024
Q2 | $3.59M | Sell |
8,831
-1,462
| -14% | -$595K | 0.33% | 68 |
|
|
2024
Q1 | $4.33M | Buy |
10,293
+398
| +4% | +$167K | 0.27% | 61 |
|
|
2023
Q4 | $3.53M | Buy |
9,895
+240
| +2% | +$85.6K | 0.27% | 68 |
|
|
2023
Q3 | $3.38M | Sell |
9,655
-932
| -9% | -$326K | 0.31% | 66 |
|
|
2023
Q2 | $3.61M | Sell |
10,587
-2,473
| -19% | -$843K | 0.3% | 67 |
|
|
2023
Q1 | $4.03M | Sell |
13,060
-50
| -0.4% | -$15.4K | 0.37% | 57 |
|
|
2022
Q4 | $4.05M | Buy |
13,110
+49
| +0.4% | +$15.1K | 0.4% | 57 |
|
|
2022
Q3 | $3.49M | Sell |
13,061
-65
| -0.5% | -$17.4K | 0.37% | 60 |
|
|
2022
Q2 | $3.58M | Sell |
13,126
-1,350
| -9% | -$369K | 0.3% | 63 |
|
|
2022
Q1 | $5.11M | Sell |
14,476
-200
| -1% | -$70.6K | 0.36% | 56 |
|
|
2021
Q4 | $4.39M | Buy |
14,676
+275
| +2% | +$82.2K | 0.29% | 61 |
|
|
2021
Q3 | $3.93M | Hold |
14,401
| – | – | 0.29% | 63 |
|
|
2021
Q2 | $4M | Sell |
14,401
-745
| -5% | -$207K | 0.29% | 64 |
|
|
2021
Q1 | $3.87M | Sell |
15,146
-900
| -6% | -$230K | 0.3% | 61 |
|
|
2020
Q4 | $3.72M | Sell |
16,046
-638
| -4% | -$148K | 0.31% | 63 |
|
|
2020
Q3 | $3.55M | Sell |
16,684
-450
| -3% | -$95.8K | 0.33% | 59 |
|
|
2020
Q2 | $3.06M | Buy |
17,134
+387
| +2% | +$69.1K | 0.3% | 64 |
|
|
2020
Q1 | $3.06M | Buy |
16,747
+269
| +2% | +$49.2K | 0.41% | 51 |
|
|
2019
Q4 | $3.73M | Sell |
16,478
-710
| -4% | -$161K | 0.36% | 55 |
|
|
2019
Q3 | $3.58M | Sell |
17,188
-269
| -2% | -$56K | 0.39% | 52 |
|
|
2019
Q2 | $3.72M | Sell |
17,457
-1,996
| -10% | -$425K | 0.4% | 49 |
|
|
2019
Q1 | $3.91M | Buy |
19,453
+4
| +0% | +$804 | 0.48% | 51 |
|
|
2018
Q4 | $3.97M | Buy |
19,449
+193
| +1% | +$39.4K | 0.62% | 44 |
|
|
2018
Q3 | $4.12M | Buy |
19,256
+100
| +0.5% | +$21.4K | 0.39% | 53 |
|
|
2018
Q2 | $3.58M | Buy |
19,156
+1,057
| +6% | +$197K | 0.35% | 53 |
|
|
2018
Q1 | $3.61M | Sell |
18,099
-233
| -1% | -$46.5K | 0.37% | 52 |
|
|
2017
Q4 | $3.63M | Sell |
18,332
-1,207
| -6% | -$239K | 0.47% | 51 |
|
|
2017
Q3 | $3.58M | Sell |
19,539
-100
| -0.5% | -$18.3K | 0.47% | 52 |
|
|
2017
Q2 | $3.33M | Sell |
19,639
-200
| -1% | -$33.9K | 0.44% | 56 |
|
|
2017
Q1 | $3.31M | Buy |
19,839
+2
| +0% | +$333 | 0.43% | 55 |
|
|
2016
Q4 | $3.23M | Sell |
19,837
-490
| -2% | -$79.9K | 0.41% | 59 |
|
|
2016
Q3 | $2.94M | Sell |
20,327
-1,587
| -7% | -$229K | 0.39% | 57 |
|
|
2016
Q2 | $3.17M | Sell |
21,914
-1,500
| -6% | -$217K | 0.4% | 55 |
|
|
2016
Q1 | $3.32M | Sell |
23,414
-4,309
| -16% | -$611K | 0.41% | 51 |
|
|
2015
Q4 | $3.66M | Buy |
+27,723
| New | +$3.66M | 0.41% | 52 |
|