SIAP
Sterling Investment Advisors (Pennsylvania)’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 | $4.56M | Buy |
9,397
+399
| +4% | +$194K | 1% | 28 |
|
|
2025
Q1 | $4.79M | Sell |
8,998
-22
| -0.2% | -$11.7K | 1.15% | 25 |
|
|
2024
Q4 | $4.09M | Buy |
9,020
+780
| +9% | +$354K | 0.99% | 30 |
|
|
2024
Q3 | $3.79M | Buy |
8,240
+7
| +0.1% | +$3.22K | 0.96% | 31 |
|
|
2024
Q2 | $3.35M | Sell |
8,233
-20
| -0.2% | -$8.14K | 0.91% | 36 |
|
|
2024
Q1 | $3.47M | Buy |
8,253
+5
| +0.1% | +$2.1K | 0.98% | 31 |
|
|
2023
Q4 | $2.94M | Sell |
8,248
-152
| -2% | -$54.2K | 0.92% | 37 |
|
|
2023
Q3 | $2.94M | Hold |
8,400
| – | – | 1.03% | 31 |
|
|
2023
Q2 | $2.86M | Sell |
8,400
-30
| -0.4% | -$10.2K | 0.95% | 33 |
|
|
2023
Q1 | $2.6M | Buy |
8,430
+65
| +0.8% | +$20.1K | 0.88% | 39 |
|
|
2022
Q4 | $2.58M | Buy |
8,365
+9
| +0.1% | +$2.78K | 0.92% | 38 |
|
|
2022
Q3 | $2.23M | Buy |
8,356
+190
| +2% | +$50.7K | 0.84% | 44 |
|
|
2022
Q2 | $2.23M | Buy |
8,166
+137
| +2% | +$37.4K | 0.77% | 44 |
|
|
2022
Q1 | $2.83M | Sell |
8,029
-265
| -3% | -$93.5K | 0.8% | 38 |
|
|
2021
Q4 | $2.48M | Sell |
8,294
-100
| -1% | -$29.9K | 0.7% | 47 |
|
|
2021
Q3 | $2.29M | Buy |
8,394
+150
| +2% | +$40.9K | 0.68% | 47 |
|
|
2021
Q2 | $2.29M | Sell |
8,244
-200
| -2% | -$55.6K | 0.67% | 49 |
|
|
2021
Q1 | $2.16M | Buy |
8,444
+110
| +1% | +$28.1K | 0.7% | 44 |
|
|
2020
Q4 | $1.93M | Sell |
8,334
-260
| -3% | -$60.3K | 0.66% | 52 |
|
|
2020
Q3 | $1.83M | Sell |
8,594
-5,610
| -39% | -$1.19M | 0.7% | 44 |
|
|
2020
Q2 | $2.54M | Sell |
14,204
-880
| -6% | -$157K | 1.05% | 23 |
|
|
2020
Q1 | $2.76M | Buy |
15,084
+1,870
| +14% | +$342K | 1.46% | 15 |
|
|
2019
Q4 | $2.99M | Buy |
13,214
+210
| +2% | +$47.6K | 1.37% | 17 |
|
|
2019
Q3 | $2.71M | Buy |
13,004
+373
| +3% | +$77.6K | 1.38% | 16 |
|
|
2019
Q2 | $2.69M | Sell |
12,631
-935
| -7% | -$199K | 1.38% | 15 |
|
|
2019
Q1 | $2.73M | Buy |
13,566
+75
| +0.6% | +$15.1K | 1.39% | 17 |
|
|
2018
Q4 | $2.75M | Sell |
13,491
-175
| -1% | -$35.7K | 1.62% | 16 |
|
|
2018
Q3 | $2.93M | Buy |
13,666
+81
| +0.6% | +$17.3K | 1.54% | 15 |
|
|
2018
Q2 | $2.54M | Hold |
13,585
| – | – | 1.5% | 15 |
|
|
2018
Q1 | $2.71M | Buy |
13,585
+225
| +2% | +$44.9K | 1.66% | 14 |
|
|
2017
Q4 | $2.65M | Buy |
13,360
+300
| +2% | +$59.5K | 1.64% | 14 |
|
|
2017
Q3 | $2.39M | Hold |
13,060
| – | – | 1.59% | 14 |
|
|
2017
Q2 | $2.21M | Buy |
13,060
+500
| +4% | +$84.7K | 1.48% | 15 |
|
|
2017
Q1 | $2.09M | Buy |
12,560
+110
| +0.9% | +$18.3K | 1.51% | 16 |
|
|
2016
Q4 | $2.03M | Buy |
+12,450
| New | +$2.03M | 1.62% | 16 |
|