SGCA
Steel Grove Capital 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 | $10.6M | Buy |
21,743
+236
| +1% | +$115K | 1.25% | 11 |
|
|
2025
Q1 | $11.5M | Sell |
21,507
-489
| -2% | -$260K | 1.73% | 8 |
|
|
2024
Q4 | $9.97M | Sell |
21,996
-1,545
| -7% | -$700K | 1.37% | 8 |
|
|
2024
Q3 | $10.8M | Sell |
23,541
-697
| -3% | -$319K | 1.51% | 8 |
|
|
2024
Q2 | $9.86M | Sell |
24,238
-4,208
| -15% | -$1.71M | 1.36% | 9 |
|
|
2024
Q1 | $12M | Sell |
28,446
-1,930
| -6% | -$812K | 1.59% | 8 |
|
|
2023
Q4 | $10.8M | Sell |
30,376
-2,061
| -6% | -$735K | 1.46% | 8 |
|
|
2023
Q3 | $11.4M | Sell |
32,437
-3,879
| -11% | -$1.36M | 1.52% | 8 |
|
|
2023
Q2 | $12.4M | Sell |
36,316
-2,553
| -7% | -$871K | 1.56% | 10 |
|
|
2023
Q1 | $12M | Sell |
38,869
-631
| -2% | -$195K | 1.6% | 10 |
|
|
2022
Q4 | $12.2M | Buy |
39,500
+346
| +0.9% | +$107K | 1.73% | 10 |
|
|
2022
Q3 | $10.5M | Sell |
39,154
-67
| -0.2% | -$17.9K | 1.86% | 6 |
|
|
2022
Q2 | $10.7M | Sell |
39,221
-781
| -2% | -$213K | 1.96% | 7 |
|
|
2022
Q1 | $14.1M | Sell |
40,002
-282
| -0.7% | -$99.5K | 2.21% | 5 |
|
|
2021
Q4 | $12M | Sell |
40,284
-692
| -2% | -$207K | 2.38% | 8 |
|
|
2021
Q3 | $11.2M | Buy |
40,976
+3,261
| +9% | +$890K | 2.54% | 7 |
|
|
2021
Q2 | $10.5M | Sell |
37,715
-348
| -0.9% | -$96.7K | 2.87% | 7 |
|
|
2021
Q1 | $9.72M | Sell |
38,063
-187
| -0.5% | -$47.8K | 3.18% | 6 |
|
|
2020
Q4 | $8.87M | Sell |
38,250
-90
| -0.2% | -$20.9K | 2.9% | 5 |
|
|
2020
Q3 | $8.16M | Buy |
38,340
+1,573
| +4% | +$335K | 3.32% | 5 |
|
|
2020
Q2 | $6.56M | Buy |
36,767
+10,449
| +40% | +$1.87M | 2.94% | 6 |
|
|
2020
Q1 | $4.81M | Buy |
+26,318
| New | +$4.81M | 3.14% | 5 |
|