SIM
Sterling 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 | $16M | Sell |
32,884
-17
| -0.1% | -$8.26K | 10.58% | 1 |
|
|
2025
Q1 | $17.5M | Sell |
32,901
-1,532
| -4% | -$816K | 12.47% | 1 |
|
|
2024
Q4 | $15.6M | Sell |
34,433
-110
| -0.3% | -$49.9K | 12.25% | 1 |
|
|
2024
Q3 | $15.9M | Sell |
34,543
-4,393
| -11% | -$2.02M | 12.06% | 1 |
|
|
2024
Q2 | $15.8M | Buy |
38,936
+13,669
| +54% | +$5.56M | 12.04% | 1 |
|
|
2024
Q1 | $10.6M | Sell |
25,267
-29
| -0.1% | -$12.2K | 7.49% | 1 |
|
|
2023
Q4 | $9.02M | Buy |
25,296
+84
| +0.3% | +$30K | 6.62% | 2 |
|
|
2023
Q3 | $8.83M | Sell |
25,212
-8,161
| -24% | -$2.86M | 7.85% | 2 |
|
|
2023
Q2 | $11.4M | Sell |
33,373
-54
| -0.2% | -$18.4K | 9.03% | 2 |
|
|
2023
Q1 | $10.3M | Sell |
33,427
-52
| -0.2% | -$16.1K | 8.22% | 2 |
|
|
2022
Q4 | $10.3M | Sell |
33,479
-824
| -2% | -$255K | 8.31% | 2 |
|
|
2022
Q3 | $9.16M | Buy |
34,303
+1,288
| +4% | +$344K | 7.72% | 2 |
|
|
2022
Q2 | $9.01M | Sell |
33,015
-161
| -0.5% | -$44K | 7.5% | 2 |
|
|
2022
Q1 | $11.7M | Sell |
33,176
-12,306
| -27% | -$4.34M | 8.24% | 2 |
|
|
2021
Q4 | $13.6M | Sell |
45,482
-39
| -0.1% | -$11.7K | 8.47% | 1 |
|
|
2021
Q3 | $12.4M | Sell |
45,521
-20
| -0% | -$5.46K | 7.92% | 2 |
|
|
2021
Q2 | $12.7M | Sell |
45,541
-3,478
| -7% | -$967K | 8.3% | 2 |
|
|
2021
Q1 | $12.5M | Sell |
49,019
-489
| -1% | -$125K | 8.57% | 2 |
|
|
2020
Q4 | $11.5M | Buy |
49,508
+1,040
| +2% | +$241K | 8.14% | 1 |
|
|
2020
Q3 | $10.3M | Sell |
48,468
-812
| -2% | -$173K | 7.71% | 2 |
|
|
2020
Q2 | $8.8M | Sell |
49,280
-5,635
| -10% | -$1.01M | 6.8% | 3 |
|
|
2020
Q1 | $10M | Sell |
54,915
-251
| -0.5% | -$45.9K | 8.76% | 1 |
|
|
2019
Q4 | $12.5M | Sell |
55,166
-732
| -1% | -$166K | 8.29% | 2 |
|
|
2019
Q3 | $11.6M | Sell |
55,898
-2,835
| -5% | -$590K | 8.5% | 3 |
|
|
2019
Q2 | $12.5M | Sell |
58,733
-372
| -0.6% | -$79.3K | 9.69% | 2 |
|
|
2019
Q1 | $11.9M | Sell |
59,105
-2,954
| -5% | -$593K | 9.2% | 2 |
|
|
2018
Q4 | $12.7M | Sell |
62,059
-1,335
| -2% | -$273K | 10.59% | 2 |
|
|
2018
Q3 | $13.6M | Sell |
63,394
-157
| -0.2% | -$33.6K | 9.86% | 2 |
|
|
2018
Q2 | $11.9M | Buy |
63,551
+513
| +0.8% | +$95.7K | 9.2% | 2 |
|
|
2018
Q1 | $12.6M | Buy |
63,038
+2,701
| +4% | +$539K | 10.15% | 2 |
|
|
2017
Q4 | $12M | Buy |
60,337
+1,073
| +2% | +$213K | 12.75% | 1 |
|
|
2017
Q3 | $10.9M | Sell |
59,264
-1,242
| -2% | -$228K | 14.75% | 1 |
|
|
2017
Q2 | $10.2M | Sell |
60,506
-55
| -0.1% | -$9.32K | 13.53% | 1 |
|
|
2017
Q1 | $10.1M | Buy |
60,561
+3,827
| +7% | +$638K | 14.12% | 1 |
|
|
2016
Q4 | $9.25M | Buy |
56,734
+15,358
| +37% | +$2.5M | 13.2% | 1 |
|
|
2016
Q3 | $5.98M | Sell |
41,376
-417
| -1% | -$60.2K | 8.75% | 1 |
|
|
2016
Q2 | $6.05M | Sell |
41,793
-886
| -2% | -$128K | 8.28% | 1 |
|
|
2016
Q1 | $6.06M | Sell |
42,679
-8,220
| -16% | -$1.17M | 8.24% | 1 |
|
|
2015
Q4 | $6.72M | Sell |
50,899
-5,685
| -10% | -$751K | 5.82% | 1 |
|
|
2015
Q3 | $7.38M | Sell |
56,584
-4,538
| -7% | -$592K | 5.8% | 1 |
|
|
2015
Q2 | $8.32M | Sell |
61,122
-1,522
| -2% | -$207K | 6.26% | 1 |
|
|
2015
Q1 | $9.04M | Sell |
62,644
-1,432
| -2% | -$207K | 6.38% | 1 |
|
|
2014
Q4 | $9.62M | Sell |
64,076
-809
| -1% | -$121K | 6.63% | 1 |
|
|
2014
Q3 | $4.76M | Sell |
64,885
-507
| -0.8% | -$37.2K | 3.33% | 7 |
|
|
2014
Q2 | $8.28M | Sell |
65,392
-4,872
| -7% | -$617K | 5.82% | 3 |
|
|
2014
Q1 | $8.78M | Sell |
70,264
-590
| -0.8% | -$73.7K | 6.45% | 2 |
|
|
2013
Q4 | $8.4M | Sell |
70,854
-1,155
| -2% | -$137K | 6.05% | 3 |
|
|
2013
Q3 | $8.17M | Sell |
72,009
-230
| -0.3% | -$26.1K | 5.73% | 4 |
|
|
2013
Q2 | $8.09M | Buy |
+72,239
| New | +$8.09M | 5.74% | 3 |
|