SFM
Stack Financial 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 | $58.1M | Sell |
119,703
-1,793
| -1% | -$871K | 5.14% | 3 |
|
|
2025
Q1 | $64.7M | Sell |
121,496
-1,500
| -1% | -$799K | 5.39% | 3 |
|
|
2024
Q4 | $55.8M | Sell |
122,996
-1,316
| -1% | -$597K | 5.1% | 4 |
|
|
2024
Q3 | $57.2M | Sell |
124,312
-240
| -0.2% | -$110K | 5.14% | 3 |
|
|
2024
Q2 | $50.7M | Sell |
124,552
-679
| -0.5% | -$276K | 4.69% | 4 |
|
|
2024
Q1 | $52.7M | Sell |
125,231
-264
| -0.2% | -$111K | 4.83% | 4 |
|
|
2023
Q4 | $44.8M | Sell |
125,495
-2,027
| -2% | -$723K | 5.05% | 4 |
|
|
2023
Q3 | $44.7M | Buy |
127,522
+90
| +0.1% | +$31.5K | 5.2% | 3 |
|
|
2023
Q2 | $43.5M | Buy |
127,432
+631
| +0.5% | +$215K | 4.86% | 5 |
|
|
2023
Q1 | $39.2M | Buy |
126,801
+2,429
| +2% | +$750K | 4.76% | 5 |
|
|
2022
Q4 | $38.4M | Buy |
124,372
+536
| +0.4% | +$166K | 3.86% | 6 |
|
|
2022
Q3 | $33.1M | Sell |
123,836
-277
| -0.2% | -$74K | 3.47% | 8 |
|
|
2022
Q2 | $33.9M | Sell |
124,113
-1,157
| -0.9% | -$316K | 3.37% | 8 |
|
|
2022
Q1 | $44.2M | Sell |
125,270
-480
| -0.4% | -$169K | 3.55% | 7 |
|
|
2021
Q4 | $37.6M | Sell |
125,750
-182
| -0.1% | -$54.4K | 3.24% | 7 |
|
|
2021
Q3 | $34.4M | Sell |
125,932
-894
| -0.7% | -$244K | 3.28% | 5 |
|
|
2021
Q2 | $35.2M | Buy |
126,826
+531
| +0.4% | +$148K | 3.03% | 9 |
|
|
2021
Q1 | $32.3M | Sell |
126,295
-685
| -0.5% | -$175K | 2.73% | 11 |
|
|
2020
Q4 | $29.4M | Sell |
126,980
-906
| -0.7% | -$210K | 2.6% | 11 |
|
|
2020
Q3 | $27.2M | Buy |
127,886
+1,232
| +1% | +$262K | 2.74% | 12 |
|
|
2020
Q2 | $22.6M | Buy |
126,654
+153
| +0.1% | +$27.3K | 2.57% | 13 |
|
|
2020
Q1 | $23.1M | Sell |
126,501
-2,872
| -2% | -$525K | 3.63% | 7 |
|
|
2019
Q4 | $29.3M | Sell |
129,373
-205
| -0.2% | -$46.4K | 3.15% | 9 |
|
|
2019
Q3 | $27M | Buy |
129,578
+880
| +0.7% | +$183K | 3.21% | 11 |
|
|
2019
Q2 | $27.4M | Sell |
128,698
-3,337
| -3% | -$711K | 3.08% | 13 |
|
|
2019
Q1 | $26.5M | Buy |
132,035
+302
| +0.2% | +$60.7K | 3.18% | 11 |
|
|
2018
Q4 | $26.9M | Sell |
131,733
-1,354
| -1% | -$276K | 3.31% | 9 |
|
|
2018
Q3 | $28.5M | Sell |
133,087
-3,959
| -3% | -$848K | 3.1% | 8 |
|
|
2018
Q2 | $25.6M | Buy |
137,046
+272
| +0.2% | +$50.8K | 2.96% | 9 |
|
|
2018
Q1 | $27.3M | Sell |
136,774
-1,587
| -1% | -$317K | 3.22% | 7 |
|
|
2017
Q4 | $27.4M | Sell |
138,361
-1,695
| -1% | -$336K | 2.76% | 6 |
|
|
2017
Q3 | $25.7M | Sell |
140,056
-184
| -0.1% | -$33.7K | 2.78% | 7 |
|
|
2017
Q2 | $23.8M | Sell |
140,240
-2,343
| -2% | -$397K | 2.47% | 9 |
|
|
2017
Q1 | $23.8M | Buy |
142,583
+200
| +0.1% | +$33.3K | 2.52% | 9 |
|
|
2016
Q4 | $23.2M | Sell |
142,383
-888
| -0.6% | -$145K | 2.58% | 8 |
|
|
2016
Q3 | $20.7M | Buy |
143,271
+2,051
| +1% | +$296K | 2.41% | 11 |
|
|
2016
Q2 | $20.4M | Buy |
+141,220
| New | +$20.4M | 2.6% | 12 |
|