SIS
Sound Income Strategies’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 | $4.15M | Buy |
8,550
+2,072
| +32% | +$1.01M | 0.24% | 95 |
|
|
2025
Q1 | $3.45M | Buy |
6,478
+688
| +12% | +$366K | 0.2% | 106 |
|
|
2024
Q4 | $2.62M | Buy |
5,790
+295
| +5% | +$134K | 0.16% | 108 |
|
|
2024
Q3 | $2.53M | Buy |
5,495
+65
| +1% | +$29.9K | 0.16% | 112 |
|
|
2024
Q2 | $2.21M | Buy |
5,430
+1,455
| +37% | +$592K | 0.14% | 110 |
|
|
2024
Q1 | $1.67M | Buy |
3,975
+89
| +2% | +$37.4K | 0.12% | 111 |
|
|
2023
Q4 | $1.39M | Buy |
3,886
+798
| +26% | +$285K | 0.12% | 108 |
|
|
2023
Q3 | $1.08M | Buy |
3,088
+78
| +3% | +$27.3K | 0.09% | 98 |
|
|
2023
Q2 | $1.03M | Buy |
3,010
+285
| +10% | +$97.2K | 0.11% | 97 |
|
|
2023
Q1 | $841K | Buy |
2,725
+57
| +2% | +$17.6K | 0.09% | 98 |
|
|
2022
Q4 | $824K | Buy |
2,668
+302
| +13% | +$93.3K | 0.11% | 91 |
|
|
2022
Q3 | $632K | Buy |
2,366
+84
| +4% | +$22.4K | 0.09% | 93 |
|
|
2022
Q2 | $623K | Buy |
2,282
+34
| +2% | +$9.28K | 0.08% | 97 |
|
|
2022
Q1 | $793K | Buy |
2,248
+13
| +0.6% | +$4.59K | 0.09% | 95 |
|
|
2021
Q4 | $668K | Sell |
2,235
-306
| -12% | -$91.5K | 0.08% | 102 |
|
|
2021
Q3 | $694K | Sell |
2,541
-2
| -0.1% | -$546 | 0.09% | 99 |
|
|
2021
Q2 | $707K | Sell |
2,543
-82
| -3% | -$22.8K | 0.1% | 99 |
|
|
2021
Q1 | $671K | Buy |
2,625
+874
| +50% | +$223K | 0.11% | 90 |
|
|
2020
Q4 | $406K | Hold |
1,751
| – | – | 0.09% | 93 |
|
|
2020
Q3 | $373K | Buy |
1,751
+8
| +0.5% | +$1.7K | 0.1% | 75 |
|
|
2020
Q2 | $311K | Buy |
1,743
+122
| +8% | +$21.8K | 0.09% | 62 |
|
|
2020
Q1 | $296K | Sell |
1,621
-457
| -22% | -$83.5K | 0.1% | 56 |
|
|
2019
Q4 | $471K | Sell |
2,078
-225
| -10% | -$51K | 0.13% | 43 |
|
|
2019
Q3 | $479K | Buy |
2,303
+73
| +3% | +$15.2K | 0.14% | 40 |
|
|
2019
Q2 | $475K | Buy |
2,230
+18
| +0.8% | +$3.83K | 0.16% | 40 |
|
|
2019
Q1 | $444K | Buy |
2,212
+220
| +11% | +$44.2K | 0.2% | 40 |
|
|
2018
Q4 | $407K | Buy |
1,992
+62
| +3% | +$12.7K | 0.21% | 40 |
|
|
2018
Q3 | $413K | Sell |
1,930
-298
| -13% | -$63.8K | 0.2% | 44 |
|
|
2018
Q2 | $416K | Buy |
2,228
+1,256
| +129% | +$235K | 0.24% | 40 |
|
|
2018
Q1 | $194K | Buy |
972
+24
| +3% | +$4.79K | 0.13% | 48 |
|
|
2017
Q4 | $188K | Buy |
+948
| New | +$188K | 0.12% | 49 |
|