SMC
Smith, Moore & Co’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 | $4.93M | Buy |
10,152
+1,254
| +14% | +$609K | 0.41% | 52 |
|
|
2025
Q1 | $4.74M | Sell |
8,898
-201
| -2% | -$107K | 0.44% | 49 |
|
|
2024
Q4 | $4.12M | Sell |
9,099
-409
| -4% | -$185K | 0.38% | 58 |
|
|
2024
Q3 | $4.38M | Buy |
9,508
+303
| +3% | +$139K | 0.42% | 53 |
|
|
2024
Q2 | $3.74M | Sell |
9,205
-375
| -4% | -$153K | 0.39% | 54 |
|
|
2024
Q1 | $4.03M | Buy |
9,580
+598
| +7% | +$251K | 0.43% | 50 |
|
|
2023
Q4 | $3.2M | Buy |
8,982
+310
| +4% | +$111K | 0.38% | 53 |
|
|
2023
Q3 | $3.04M | Buy |
8,672
+97
| +1% | +$34K | 0.4% | 53 |
|
|
2023
Q2 | $2.92M | Buy |
8,575
+454
| +6% | +$155K | 0.37% | 54 |
|
|
2023
Q1 | $2.51M | Buy |
8,121
+194
| +2% | +$59.9K | 0.34% | 61 |
|
|
2022
Q4 | $2.45M | Buy |
7,927
+2,284
| +40% | +$706K | 0.34% | 60 |
|
|
2022
Q3 | $1.51M | Sell |
5,643
-1,233
| -18% | -$329K | 0.23% | 91 |
|
|
2022
Q2 | $1.88M | Sell |
6,876
-676
| -9% | -$185K | 0.29% | 78 |
|
|
2022
Q1 | $2.67M | Buy |
7,552
+200
| +3% | +$70.6K | 0.36% | 56 |
|
|
2021
Q4 | $2.2M | Sell |
7,352
-250
| -3% | -$74.7K | 0.31% | 66 |
|
|
2021
Q3 | $2.08M | Buy |
7,602
+219
| +3% | +$59.8K | 0.32% | 64 |
|
|
2021
Q2 | $2.05M | Buy |
7,383
+688
| +10% | +$191K | 0.31% | 66 |
|
|
2021
Q1 | $1.71M | Buy |
6,695
+2,061
| +44% | +$526K | 0.28% | 73 |
|
|
2020
Q4 | $1.07M | Sell |
4,634
-2,405
| -34% | -$557K | 0.2% | 96 |
|
|
2020
Q3 | $1.5M | Buy |
7,039
+50
| +0.7% | +$10.6K | 0.31% | 66 |
|
|
2020
Q2 | $1.25M | Sell |
6,989
-3
| -0% | -$536 | 0.28% | 71 |
|
|
2020
Q1 | $1.28M | Buy |
6,992
+478
| +7% | +$87.4K | 0.34% | 61 |
|
|
2019
Q4 | $1.48M | Buy |
6,514
+397
| +6% | +$89.9K | 0.31% | 63 |
|
|
2019
Q3 | $1.27M | Buy |
6,117
+225
| +4% | +$46.8K | 0.28% | 69 |
|
|
2019
Q2 | $1.26M | Buy |
5,892
+52
| +0.9% | +$11.1K | 0.28% | 67 |
|
|
2019
Q1 | $1.17M | Buy |
5,840
+322
| +6% | +$64.7K | 0.28% | 70 |
|
|
2018
Q4 | $1.13M | Sell |
5,518
-993
| -15% | -$203K | 0.31% | 62 |
|
|
2018
Q3 | $1.39M | Buy |
6,511
+50
| +0.8% | +$10.7K | 0.32% | 63 |
|
|
2018
Q2 | $1.21M | Buy |
6,461
+2,614
| +68% | +$488K | 0.3% | 62 |
|
|
2018
Q1 | $767K | Sell |
3,847
-255
| -6% | -$50.8K | 0.21% | 104 |
|
|
2017
Q4 | $813K | Sell |
4,102
-770
| -16% | -$153K | 0.22% | 97 |
|
|
2017
Q3 | $893K | Buy |
4,872
+1,237
| +34% | +$227K | 0.25% | 76 |
|
|
2017
Q2 | $616K | Sell |
3,635
-500
| -12% | -$84.7K | 0.21% | 95 |
|
|
2017
Q1 | $689K | Buy |
4,135
+50
| +1% | +$8.33K | 0.25% | 77 |
|
|
2016
Q4 | $666K | Buy |
4,085
+72
| +2% | +$11.7K | 0.25% | 76 |
|
|
2016
Q3 | $580K | Sell |
4,013
-75
| -2% | -$10.8K | 0.23% | 88 |
|
|
2016
Q2 | $592K | Sell |
4,088
-1,950
| -32% | -$282K | 0.25% | 84 |
|
|
2016
Q1 | $857K | Buy |
6,038
+1,500
| +33% | +$213K | 0.37% | 53 |
|
|
2015
Q4 | $599K | Buy |
4,538
+2,650
| +140% | +$350K | 0.3% | 70 |
|
|
2015
Q3 | $246K | Hold |
1,888
| – | – | 0.14% | 136 |
|
|
2015
Q2 | $257K | Buy |
1,888
+50
| +3% | +$6.81K | 0.13% | 143 |
|
|
2015
Q1 | $265K | Hold |
1,838
| – | – | 0.14% | 137 |
|
|
2014
Q4 | $276K | Buy |
1,838
+100
| +6% | +$15K | 0.15% | 124 |
|
|
2014
Q3 | $240K | Buy |
1,738
+75
| +5% | +$10.4K | 0.13% | 129 |
|
|
2014
Q2 | $210K | Hold |
1,663
| – | – | 0.13% | 132 |
|
|
2014
Q1 | $208K | Buy |
+1,663
| New | +$208K | 0.12% | 136 |
|