SIA
Soltis 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 | $6.61M | Buy |
13,614
+3,182
| +31% | +$1.55M | 0.52% | 48 |
|
|
2025
Q1 | $5.56M | Sell |
10,432
-317
| -3% | -$169K | 0.5% | 55 |
|
|
2024
Q4 | $4.87M | Buy |
10,749
+168
| +2% | +$76.2K | 0.45% | 63 |
|
|
2024
Q3 | $4.87M | Buy |
10,581
+282
| +3% | +$130K | 0.48% | 63 |
|
|
2024
Q2 | $4.19M | Buy |
10,299
+617
| +6% | +$251K | 0.44% | 71 |
|
|
2024
Q1 | $4.07M | Sell |
9,682
-1,880
| -16% | -$791K | 0.46% | 72 |
|
|
2023
Q4 | $4.12M | Sell |
11,562
-3,177
| -22% | -$1.13M | 0.47% | 69 |
|
|
2023
Q3 | $5.16M | Sell |
14,739
-424
| -3% | -$149K | 0.66% | 48 |
|
|
2023
Q2 | $5.17M | Buy |
15,163
+314
| +2% | +$107K | 0.6% | 49 |
|
|
2023
Q1 | $4.58M | Buy |
14,849
+3,449
| +30% | +$1.06M | 0.58% | 47 |
|
|
2022
Q4 | $3.52M | Buy |
11,400
+206
| +2% | +$63.6K | 0.46% | 62 |
|
|
2022
Q3 | $2.99M | Buy |
11,194
+484
| +5% | +$129K | 0.45% | 72 |
|
|
2022
Q2 | $2.92M | Buy |
10,710
+1,702
| +19% | +$465K | 0.42% | 64 |
|
|
2022
Q1 | $3.18M | Sell |
9,008
-1,896
| -17% | -$669K | 0.44% | 48 |
|
|
2021
Q4 | $3.26M | Buy |
10,904
+1,735
| +19% | +$519K | 0.46% | 41 |
|
|
2021
Q3 | $2.5M | Buy |
9,169
+332
| +4% | +$90.6K | 0.39% | 54 |
|
|
2021
Q2 | $2.46M | Buy |
8,837
+427
| +5% | +$119K | 0.39% | 52 |
|
|
2021
Q1 | $2.15M | Sell |
8,410
-38
| -0.4% | -$9.71K | 0.39% | 45 |
|
|
2020
Q4 | $1.96M | Buy |
8,448
+1,093
| +15% | +$253K | 0.36% | 44 |
|
|
2020
Q3 | $1.57M | Buy |
7,355
+339
| +5% | +$72.2K | 0.37% | 51 |
|
|
2020
Q2 | $1.25M | Sell |
7,016
-7
| -0.1% | -$1.25K | 0.32% | 54 |
|
|
2020
Q1 | $1.28M | Buy |
7,023
+1,778
| +34% | +$325K | 0.4% | 43 |
|
|
2019
Q4 | $1.19M | Buy |
+5,245
| New | +$1.19M | 0.23% | 52 |
|