SIM
Sterling Investment Management’s Berkshire Hathaway Class A BRK.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.1M | Hold |
7
| – | – | 3.38% | 6 |
|
|
2025
Q1 | $5.59M | Hold |
7
| – | – | 3.98% | 5 |
|
|
2024
Q4 | $4.77M | Hold |
7
| – | – | 3.74% | 5 |
|
|
2024
Q3 | $4.84M | Hold |
7
| – | – | 3.67% | 5 |
|
|
2024
Q2 | $4.29M | Sell |
7
-9
| -56% | -$5.51M | 3.26% | 7 |
|
|
2024
Q1 | $10.2M | Buy |
16
+2
| +14% | +$1.27M | 7.16% | 2 |
|
|
2023
Q4 | $7.6M | Buy |
14
+7
| +100% | +$3.8M | 5.57% | 4 |
|
|
2023
Q3 | $3.72M | Hold |
7
| – | – | 3.31% | 5 |
|
|
2023
Q2 | $3.62M | Hold |
7
| – | – | 2.88% | 6 |
|
|
2023
Q1 | $3.26M | Hold |
7
| – | – | 2.6% | 8 |
|
|
2022
Q4 | $3.28M | Buy |
7
+1
| +17% | +$469K | 2.64% | 8 |
|
|
2022
Q3 | $2.44M | Hold |
6
| – | – | 2.06% | 12 |
|
|
2022
Q2 | $2.45M | Hold |
6
| – | – | 2.04% | 10 |
|
|
2022
Q1 | $3.17M | Hold |
6
| – | – | 2.23% | 12 |
|
|
2021
Q4 | $2.7M | Hold |
6
| – | – | 1.68% | 16 |
|
|
2021
Q3 | $2.47M | Hold |
6
| – | – | 1.57% | 18 |
|
|
2021
Q2 | $2.51M | Hold |
6
| – | – | 1.65% | 18 |
|
|
2021
Q1 | $2.31M | Hold |
6
| – | – | 1.58% | 22 |
|
|
2020
Q4 | $2.09M | Sell |
6
-2
| -25% | -$696K | 1.48% | 25 |
|
|
2020
Q3 | $2.56M | Buy |
8
+1
| +14% | +$320K | 1.91% | 16 |
|
|
2020
Q2 | $1.87M | Hold |
7
| – | – | 1.45% | 23 |
|
|
2020
Q1 | $1.9M | Hold |
7
| – | – | 1.66% | 21 |
|
|
2019
Q4 | $2.38M | Hold |
7
| – | – | 1.58% | 21 |
|
|
2019
Q3 | $2.18M | Hold |
7
| – | – | 1.6% | 21 |
|
|
2019
Q2 | $2.23M | Hold |
7
| – | – | 1.72% | 21 |
|
|
2019
Q1 | $2.11M | Hold |
7
| – | – | 1.63% | 22 |
|
|
2018
Q4 | $2.14M | Hold |
7
| – | – | 1.79% | 19 |
|
|
2018
Q3 | $2.24M | Hold |
7
| – | – | 1.63% | 20 |
|
|
2018
Q2 | $1.97M | Hold |
7
| – | – | 1.53% | 23 |
|
|
2018
Q1 | $2.09M | Hold |
7
| – | – | 1.69% | 18 |
|
|
2017
Q4 | $2.08M | Hold |
7
| – | – | 2.22% | 16 |
|
|
2017
Q3 | $1.92M | Sell |
7
-2
| -22% | -$549K | 2.61% | 13 |
|
|
2017
Q2 | $2.29M | Hold |
9
| – | – | 3.03% | 11 |
|
|
2017
Q1 | $2.25M | Sell |
9
-3
| -25% | -$750K | 3.15% | 9 |
|
|
2016
Q4 | $2.93M | Sell |
12
-11
| -48% | -$2.68M | 4.18% | 6 |
|
|
2016
Q3 | $4.97M | Hold |
23
| – | – | 7.28% | 2 |
|
|
2016
Q2 | $4.99M | Hold |
23
| – | – | 6.83% | 2 |
|
|
2016
Q1 | $4.91M | Hold |
23
| – | – | 6.68% | 2 |
|
|
2015
Q4 | $4.55M | Hold |
23
| – | – | 3.94% | 4 |
|
|
2015
Q3 | $4.49M | Hold |
23
| – | – | 3.53% | 7 |
|
|
2015
Q2 | $4.71M | Hold |
23
| – | – | 3.55% | 6 |
|
|
2015
Q1 | $5M | Hold |
23
| – | – | 3.53% | 6 |
|
|
2014
Q4 | $5.2M | Hold |
23
| – | – | 3.58% | 6 |
|
|
2014
Q3 | $8.96M | Hold |
23
| – | – | 6.27% | 1 |
|
|
2014
Q2 | $4.37M | Hold |
23
| – | – | 3.07% | 9 |
|
|
2014
Q1 | $4.31M | Hold |
23
| – | – | 3.17% | 7 |
|
|
2013
Q4 | $4.09M | Hold |
23
| – | – | 2.95% | 9 |
|
|
2013
Q3 | $3.92M | Hold |
23
| – | – | 2.75% | 11 |
|
|
2013
Q2 | $3.88M | Buy |
+23
| New | +$3.88M | 2.75% | 12 |
|