SIM
SSI Investment Management’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 | $746K | Sell |
1,535
-1,162
| -43% | -$564K | 0.05% | 186 |
|
|
2025
Q1 | $1.44M | Sell |
2,697
-1
| -0% | -$533 | 0.11% | 159 |
|
|
2024
Q4 | $1.22M | Sell |
2,698
-2
| -0.1% | -$907 | 0.09% | 172 |
|
|
2024
Q3 | $1.24M | Sell |
2,700
-1
| -0% | -$460 | 0.09% | 176 |
|
|
2024
Q2 | $1.1M | Sell |
2,701
-2
| -0.1% | -$814 | 0.08% | 166 |
|
|
2024
Q1 | $1.14M | Sell |
2,703
-27
| -1% | -$11.4K | 0.09% | 163 |
|
|
2023
Q4 | $974K | Sell |
2,730
-8
| -0.3% | -$2.85K | 0.07% | 166 |
|
|
2023
Q3 | $959K | Sell |
2,738
-25
| -0.9% | -$8.76K | 0.08% | 156 |
|
|
2023
Q2 | $942K | Sell |
2,763
-480
| -15% | -$164K | 0.07% | 170 |
|
|
2023
Q1 | $1M | Sell |
3,243
-729
| -18% | -$225K | 0.07% | 167 |
|
|
2022
Q4 | $1.23M | Hold |
3,972
| – | – | 0.08% | 190 |
|
|
2022
Q3 | $1.06M | Hold |
3,972
| – | – | 0.07% | 189 |
|
|
2022
Q2 | $1.08M | Hold |
3,972
| – | – | 0.07% | 197 |
|
|
2022
Q1 | $1.4M | Sell |
3,972
-72
| -2% | -$25.4K | 0.08% | 186 |
|
|
2021
Q4 | $1.21M | Sell |
4,044
-10
| -0.2% | -$2.99K | 0.07% | 187 |
|
|
2021
Q3 | $1.11M | Hold |
4,054
| – | – | 0.07% | 191 |
|
|
2021
Q2 | $1.13M | Sell |
4,054
-16
| -0.4% | -$4.45K | 0.07% | 193 |
|
|
2021
Q1 | $1.04M | Sell |
4,070
-2
| -0% | -$512 | 0.08% | 178 |
|
|
2020
Q4 | $943K | Buy |
4,072
+420
| +12% | +$97.3K | 0.07% | 166 |
|
|
2020
Q3 | $779K | Sell |
3,652
-80
| -2% | -$17.1K | 0.07% | 168 |
|
|
2020
Q2 | $665K | Sell |
3,732
-55
| -1% | -$9.8K | 0.06% | 174 |
|
|
2020
Q1 | $694K | Sell |
3,787
-39
| -1% | -$7.15K | 0.06% | 168 |
|
|
2019
Q4 | $867K | Sell |
3,826
-43
| -1% | -$9.74K | 0.06% | 188 |
|
|
2019
Q3 | $805K | Sell |
3,869
-3
| -0.1% | -$624 | 0.06% | 189 |
|
|
2019
Q2 | $827K | Sell |
3,872
-15
| -0.4% | -$3.2K | 0.06% | 192 |
|
|
2019
Q1 | $778K | Sell |
3,887
-9
| -0.2% | -$1.8K | 0.07% | 186 |
|
|
2018
Q4 | $795K | Sell |
3,896
-41
| -1% | -$8.37K | 0.07% | 175 |
|
|
2018
Q3 | $844K | Sell |
3,937
-19
| -0.5% | -$4.07K | 0.07% | 194 |
|
|
2018
Q2 | $740K | Sell |
3,956
-428
| -10% | -$80.1K | 0.06% | 195 |
|
|
2018
Q1 | $873K | Sell |
4,384
-64
| -1% | -$12.7K | 0.07% | 192 |
|
|
2017
Q4 | $882K | Sell |
4,448
-14
| -0.3% | -$2.78K | 0.07% | 188 |
|
|
2017
Q3 | $820K | Sell |
4,462
-27
| -0.6% | -$4.96K | 0.07% | 202 |
|
|
2017
Q2 | $760K | Sell |
4,489
-52
| -1% | -$8.8K | 0.07% | 208 |
|
|
2017
Q1 | $758K | Sell |
4,541
-5
| -0.1% | -$835 | 0.07% | 201 |
|
|
2016
Q4 | $742K | Sell |
4,546
-78
| -2% | -$12.7K | 0.07% | 196 |
|
|
2016
Q3 | $668K | Sell |
4,624
-59
| -1% | -$8.52K | 0.06% | 201 |
|
|
2016
Q2 | $679K | Buy |
4,683
+66
| +1% | +$9.57K | 0.07% | 189 |
|
|
2016
Q1 | $655K | Buy |
4,617
+1
| +0% | +$142 | 0.07% | 178 |
|
|
2015
Q4 | $610K | Hold |
4,616
| – | – | 0.06% | 181 |
|
|
2015
Q3 | $604K | Buy |
4,616
+1,534
| +50% | +$201K | 0.07% | 179 |
|
|
2015
Q2 | $419K | Sell |
3,082
-312
| -9% | -$42.4K | 0.04% | 206 |
|
|
2015
Q1 | $491K | Sell |
3,394
-1,602
| -32% | -$232K | 0.05% | 202 |
|
|
2014
Q4 | $752K | Buy |
4,996
+1,887
| +61% | +$284K | 0.08% | 185 |
|
|
2014
Q3 | $429K | Hold |
3,109
| – | – | 0.04% | 248 |
|
|
2014
Q2 | $394K | Sell |
3,109
-36
| -1% | -$4.56K | 0.04% | 269 |
|
|
2014
Q1 | $392K | Sell |
3,145
-10,500
| -77% | -$1.31M | 0.04% | 285 |
|
|
2013
Q4 | $1.62M | Sell |
13,645
-1,620
| -11% | -$192K | 0.14% | 161 |
|
|
2013
Q3 | $1.74M | Sell |
15,265
-188
| -1% | -$21.4K | 0.16% | 144 |
|
|
2013
Q2 | $1.73M | Buy |
+15,453
| New | +$1.73M | 0.17% | 139 |
|