SEIA
Signature Estate & 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
Q2 | $8.12M | Buy |
16,721
+1,116
| +7% | +$542K | 0.19% | 65 |
|
2025
Q1 | $8.31M | Buy |
15,605
+2,013
| +15% | +$1.07M | 0.22% | 59 |
|
2024
Q4 | $6.16M | Buy |
13,592
+185
| +1% | +$83.9K | 0.15% | 61 |
|
2024
Q3 | $6.17M | Sell |
13,407
-458
| -3% | -$211K | 0.14% | 60 |
|
2024
Q2 | $5.64M | Buy |
13,865
+11,397
| +462% | +$4.64M | 0.14% | 62 |
|
2024
Q1 | $1.04M | Sell |
2,468
-308
| -11% | -$130K | 0.03% | 90 |
|
2023
Q4 | $990K | Sell |
2,776
-294
| -10% | -$105K | 0.03% | 102 |
|
2023
Q3 | $1.08M | Buy |
3,070
+349
| +13% | +$122K | 0.04% | 90 |
|
2023
Q2 | $928K | Buy |
2,721
+221
| +9% | +$75.4K | 0.03% | 101 |
|
2023
Q1 | $772K | Sell |
2,500
-5
| -0.2% | -$1.54K | 0.03% | 102 |
|
2022
Q4 | $774K | Sell |
2,505
-82
| -3% | -$25.3K | 0.03% | 104 |
|
2022
Q3 | $691K | Sell |
2,587
-158
| -6% | -$42.2K | 0.03% | 99 |
|
2022
Q2 | $749K | Buy |
2,745
+563
| +26% | +$154K | 0.04% | 101 |
|
2022
Q1 | $770K | Sell |
2,182
-40
| -2% | -$14.1K | 0.04% | 99 |
|
2021
Q4 | $665K | Buy |
2,222
+107
| +5% | +$32K | 0.03% | 105 |
|
2021
Q3 | $577K | Buy |
2,115
+25
| +1% | +$6.82K | 0.03% | 108 |
|
2021
Q2 | $581K | Buy |
2,090
+100
| +5% | +$27.8K | 0.03% | 106 |
|
2021
Q1 | $509K | Sell |
1,990
-178
| -8% | -$45.5K | 0.02% | 115 |
|
2020
Q4 | $503K | Sell |
2,168
-484
| -18% | -$112K | 0.03% | 111 |
|
2020
Q3 | $565K | Buy |
2,652
+665
| +33% | +$142K | 0.04% | 100 |
|
2020
Q2 | $355K | Buy |
1,987
+234
| +13% | +$41.8K | 0.03% | 116 |
|
2020
Q1 | $321K | Sell |
1,753
-442
| -20% | -$80.9K | 0.03% | 107 |
|
2019
Q4 | $498K | Buy |
2,195
+192
| +10% | +$43.6K | 0.03% | 112 |
|
2019
Q3 | $417K | Buy |
2,003
+123
| +7% | +$25.6K | 0.03% | 116 |
|
2019
Q2 | $401K | Sell |
1,880
-70
| -4% | -$14.9K | 0.03% | 121 |
|
2019
Q1 | $391K | Buy |
1,950
+12
| +0.6% | +$2.41K | 0.03% | 125 |
|
2018
Q4 | $396K | Sell |
1,938
-175
| -8% | -$35.8K | 0.04% | 120 |
|
2018
Q3 | $452K | Buy |
2,113
+1,410
| +201% | +$302K | 0.04% | 102 |
|
2018
Q2 | $131K | Hold |
703
| – | – | 0.01% | 144 |
|
2018
Q1 | $140K | Hold |
703
| – | – | 0.01% | 139 |
|
2017
Q4 | $139K | Buy |
703
+150
| +27% | +$29.7K | 0.01% | 147 |
|
2017
Q3 | $101K | Buy |
+553
| New | +$101K | 0.01% | 144 |
|
2017
Q2 | – | Sell |
-1,861
| Closed | -$310K | – | 151 |
|
2017
Q1 | $310K | Buy |
+1,861
| New | +$310K | 0.04% | 119 |
|