Simon Quick Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.8M | Buy |
34,658
+2,901
| +9% | +$1.41M | 0.68% | 25 |
|
|
2025
Q1 | $16.9M | Buy |
31,757
+4,103
| +15% | +$2.19M | 0.96% | 21 |
|
|
2024
Q4 | $12.5M | Buy |
27,654
+347
| +1% | +$157K | 0.75% | 24 |
|
|
2024
Q3 | $12.6M | Buy |
27,307
+1,939
| +8% | +$892K | 0.79% | 24 |
|
|
2024
Q2 | $10.3M | Buy |
25,368
+487
| +2% | +$198K | 0.73% | 24 |
|
|
2024
Q1 | $10.5M | Buy |
24,881
+962
| +4% | +$405K | 0.78% | 24 |
|
|
2023
Q4 | $8.53M | Sell |
23,919
-1,826
| -7% | -$651K | 0.75% | 23 |
|
|
2023
Q3 | $9.02M | Buy |
25,745
+9,334
| +57% | +$3.27M | 0.85% | 22 |
|
|
2023
Q2 | $5.6M | Buy |
16,411
+612
| +4% | +$209K | 0.52% | 31 |
|
|
2023
Q1 | $4.88M | Buy |
15,799
+3,919
| +33% | +$1.21M | 0.53% | 34 |
|
|
2022
Q4 | $3.67M | Buy |
11,880
+6,367
| +115% | +$1.97M | 0.44% | 41 |
|
|
2022
Q3 | $1.47M | Buy |
5,513
+2,394
| +77% | +$639K | 0.21% | 67 |
|
|
2022
Q2 | $911K | Sell |
3,119
-512
| -14% | -$150K | 0.12% | 90 |
|
|
2022
Q1 | $1.28M | Buy |
3,631
+663
| +22% | +$234K | 0.36% | 38 |
|
|
2021
Q4 | $887K | Buy |
2,968
+1,159
| +64% | +$346K | 0.24% | 51 |
|
|
2021
Q3 | $493K | Buy |
1,809
+530
| +41% | +$144K | 0.13% | 77 |
|
|
2021
Q2 | $355K | Buy |
1,279
+11
| +0.9% | +$3.05K | 0.09% | 80 |
|
|
2021
Q1 | $323K | Sell |
1,268
-35
| -3% | -$8.92K | 0.1% | 81 |
|
|
2020
Q4 | $302K | Sell |
1,303
-667
| -34% | -$155K | 0.09% | 81 |
|
|
2020
Q3 | $419K | Buy |
1,970
+42
| +2% | +$8.93K | 0.12% | 56 |
|
|
2020
Q2 | $344K | Buy |
1,928
+30
| +2% | +$5.35K | 0.13% | 56 |
|
|
2020
Q1 | $347K | Sell |
1,898
-235
| -11% | -$43K | 0.13% | 54 |
|
|
2019
Q4 | $483K | Sell |
2,133
-214
| -9% | -$48.5K | 0.18% | 53 |
|
|
2019
Q3 | $488K | Buy |
2,347
+382
| +19% | +$79.4K | 0.22% | 41 |
|
|
2019
Q2 | $419K | Sell |
1,965
-98
| -5% | -$20.9K | 0.21% | 37 |
|
|
2019
Q1 | $414K | Sell |
2,063
-817
| -28% | -$164K | 0.17% | 44 |
|
|
2018
Q4 | $588K | Buy |
2,880
+498
| +21% | +$102K | 0.21% | 42 |
|
|
2018
Q3 | $510K | Buy |
+2,382
| New | +$510K | 0.21% | 42 |
|
|
2018
Q1 | – | Sell |
-3,355
| Closed | -$719K | – | 327 |
|
|
2017
Q4 | $719K | Sell |
3,355
-4,790
| -59% | -$1.03M | 0.32% | 38 |
|
|
2017
Q3 | $1.49M | Buy |
8,145
+5,465
| +204% | +$1M | 0.54% | 30 |
|
|
2017
Q2 | $454K | Buy |
2,680
+2,280
| +570% | +$386K | 0.26% | 40 |
|
|
2017
Q1 | $67K | Sell |
400
-3,210
| -89% | -$538K | 0.04% | 133 |
|
|
2016
Q4 | $588K | Buy |
+3,610
| New | +$588K | 0.44% | 48 |
|