SL 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 | $1.52M | Sell |
3,136
-1,670
| -35% | -$811K | 2.74% | 10 |
|
2025
Q1 | $2.56M | Sell |
4,806
-78
| -2% | -$41.5K | 4.48% | 8 |
|
2024
Q4 | $2.21M | Sell |
4,884
-32
| -0.7% | -$14.5K | 3.66% | 10 |
|
2024
Q3 | $2.26M | Sell |
4,916
-2
| -0% | -$921 | 4.07% | 9 |
|
2024
Q2 | $2M | Sell |
4,918
-64
| -1% | -$26K | 3.95% | 10 |
|
2024
Q1 | $2.1M | Buy |
4,982
+6
| +0.1% | +$2.52K | 4.13% | 10 |
|
2023
Q4 | $1.77M | Sell |
4,976
-289
| -5% | -$103K | 3.82% | 11 |
|
2023
Q3 | $1.84M | Sell |
5,265
-108
| -2% | -$37.8K | 2.48% | 10 |
|
2023
Q2 | $1.83M | Hold |
5,373
| – | – | 4.12% | 8 |
|
2023
Q1 | $1.66M | Sell |
5,373
-170
| -3% | -$52.5K | 3.56% | 10 |
|
2022
Q4 | $1.71M | Sell |
5,543
-80
| -1% | -$24.7K | 3.79% | 10 |
|
2022
Q3 | $1.5M | Sell |
5,623
-25
| -0.4% | -$6.67K | 3.73% | 10 |
|
2022
Q2 | $1.54M | Buy |
5,648
+6
| +0.1% | +$1.64K | 3.69% | 9 |
|
2022
Q1 | $1.99M | Sell |
5,642
-92
| -2% | -$32.5K | 4.07% | 8 |
|
2021
Q4 | $1.71M | Sell |
5,734
-52
| -0.9% | -$15.5K | 4.21% | 7 |
|
2021
Q3 | $1.58M | Sell |
5,786
-254
| -4% | -$69.3K | 3.99% | 9 |
|
2021
Q2 | $1.68M | Sell |
6,040
-262
| -4% | -$72.8K | 4.27% | 7 |
|
2021
Q1 | $1.61M | Sell |
6,302
-174
| -3% | -$44.5K | 4.86% | 5 |
|
2020
Q4 | $1.5M | Buy |
6,476
+411
| +7% | +$95.3K | 4.86% | 4 |
|
2020
Q3 | $1.29M | Buy |
6,065
+347
| +6% | +$73.9K | 4.71% | 4 |
|
2020
Q2 | $1.02M | Buy |
5,718
+1,390
| +32% | +$248K | 3.88% | 8 |
|
2020
Q1 | $791K | Hold |
4,328
| – | – | 3.44% | 10 |
|
2019
Q4 | $980K | Hold |
4,328
| – | – | 2.42% | 13 |
|
2019
Q3 | $900K | Buy |
4,328
+120
| +3% | +$25K | 1.74% | 18 |
|
2019
Q2 | $897K | Hold |
4,208
| – | – | 1.55% | 21 |
|
2019
Q1 | $845K | Sell |
4,208
-10
| -0.2% | -$2.01K | 1.31% | 24 |
|
2018
Q4 | $861K | Hold |
4,218
| – | – | 1.77% | 18 |
|
2018
Q3 | $903K | Buy |
4,218
+131
| +3% | +$28K | 1.66% | 19 |
|
2018
Q2 | $763K | Buy |
4,087
+90
| +2% | +$16.8K | 1.71% | 19 |
|
2018
Q1 | $979K | Sell |
3,997
-931
| -19% | -$228K | 1.95% | 19 |
|
2017
Q4 | $976K | Buy |
4,928
+531
| +12% | +$105K | 1.66% | 22 |
|
2017
Q3 | $806K | Hold |
4,397
| – | – | 0.37% | 35 |
|
2017
Q2 | $745K | Hold |
4,397
| – | – | 0.39% | 41 |
|
2017
Q1 | $733K | Hold |
4,397
| – | – | 0.42% | 42 |
|
2016
Q4 | $717K | Sell |
4,397
-2,581
| -37% | -$421K | 0.48% | 40 |
|
2016
Q3 | $1.01M | Sell |
6,978
-3,477
| -33% | -$502K | 0.81% | 24 |
|
2016
Q2 | $1.51M | Buy |
+10,455
| New | +$1.51M | 1.41% | 22 |
|