SA
Strategic 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 | $7.25M | Sell |
14,932
-557
| -4% | -$271K | 1.43% | 19 |
|
|
2025
Q1 | $8.25M | Buy |
15,489
+1,534
| +11% | +$817K | 1.59% | 17 |
|
|
2024
Q4 | $6.33M | Buy |
13,955
+1,591
| +13% | +$721K | 1.14% | 24 |
|
|
2024
Q3 | $5.69M | Buy |
12,364
+13
| +0.1% | +$5.98K | 1.06% | 24 |
|
|
2024
Q2 | $5.02M | Sell |
12,351
-379
| -3% | -$154K | 0.97% | 23 |
|
|
2024
Q1 | $5.35M | Sell |
12,730
-963
| -7% | -$405K | 1.06% | 21 |
|
|
2023
Q4 | $4.88M | Sell |
13,693
-78
| -0.6% | -$27.8K | 0.92% | 24 |
|
|
2023
Q3 | $4.82M | Sell |
13,771
-411
| -3% | -$144K | 0.95% | 26 |
|
|
2023
Q2 | $4.84M | Sell |
14,182
-450
| -3% | -$153K | 0.92% | 30 |
|
|
2023
Q1 | $4.52M | Buy |
14,632
+7
| +0% | +$2.16K | 0.91% | 31 |
|
|
2022
Q4 | $4.52M | Sell |
14,625
-294
| -2% | -$90.8K | 1.01% | 27 |
|
|
2022
Q3 | $3.98M | Sell |
14,919
-383
| -3% | -$102K | 0.88% | 33 |
|
|
2022
Q2 | $4.18M | Sell |
15,302
-270
| -2% | -$73.7K | 0.87% | 32 |
|
|
2022
Q1 | $5.5M | Buy |
15,572
+341
| +2% | +$120K | 0.95% | 34 |
|
|
2021
Q4 | $4.55M | Sell |
15,231
-226
| -1% | -$67.6K | 0.65% | 45 |
|
|
2021
Q3 | $4.22M | Buy |
15,457
+490
| +3% | +$134K | 0.91% | 21 |
|
|
2021
Q2 | $4.16M | Buy |
14,967
+714
| +5% | +$198K | 1.08% | 19 |
|
|
2021
Q1 | $3.64M | Buy |
14,253
+1,268
| +10% | +$324K | 1.06% | 19 |
|
|
2020
Q4 | $3.02M | Sell |
12,985
-882
| -6% | -$205K | 0.87% | 23 |
|
|
2020
Q3 | $2.94M | Sell |
13,867
-620
| -4% | -$132K | 0.99% | 24 |
|
|
2020
Q2 | $2.78M | Sell |
14,487
-3,763
| -21% | -$723K | 1.04% | 21 |
|
|
2020
Q1 | $3.49M | Sell |
18,250
-950
| -5% | -$181K | 1.52% | 16 |
|
|
2019
Q4 | $4.35M | Sell |
19,200
-509
| -3% | -$115K | 1.51% | 15 |
|
|
2019
Q3 | $4.1M | Buy |
19,709
+895
| +5% | +$186K | 1.54% | 16 |
|
|
2019
Q2 | $4.01M | Buy |
18,814
+300
| +2% | +$63.9K | 1.53% | 17 |
|
|
2019
Q1 | $3.72M | Buy |
18,514
+252
| +1% | +$50.6K | 1.44% | 19 |
|
|
2018
Q4 | $3.73M | Buy |
18,262
+1,847
| +11% | +$377K | 1.63% | 19 |
|
|
2018
Q3 | $3.52M | Sell |
16,415
-94
| -0.6% | -$20.1K | 1.29% | 21 |
|
|
2018
Q2 | $3.08M | Buy |
16,509
+84
| +0.5% | +$15.7K | 1.24% | 24 |
|
|
2018
Q1 | $3.28M | Buy |
16,425
+2,441
| +17% | +$487K | 1.36% | 23 |
|
|
2017
Q4 | $2.77M | Buy |
13,984
+1,173
| +9% | +$233K | 1.13% | 27 |
|
|
2017
Q3 | $2.35M | Buy |
12,811
+547
| +4% | +$100K | 1.02% | 31 |
|
|
2017
Q2 | $2.08M | Buy |
12,264
+786
| +7% | +$133K | 0.95% | 34 |
|
|
2017
Q1 | $1.91M | Buy |
11,478
+842
| +8% | +$140K | 0.9% | 38 |
|
|
2016
Q4 | $1.73M | Buy |
10,636
+1,159
| +12% | +$189K | 0.91% | 36 |
|
|
2016
Q3 | $1.37M | Buy |
9,477
+360
| +4% | +$52K | 0.77% | 46 |
|
|
2016
Q2 | $1.32M | Buy |
9,117
+608
| +7% | +$88K | 0.76% | 49 |
|
|
2016
Q1 | $1.21M | Buy |
8,509
+85
| +1% | +$12.1K | 0.69% | 52 |
|
|
2015
Q4 | $1.11M | Buy |
8,424
+349
| +4% | +$46.1K | 0.73% | 49 |
|
|
2015
Q3 | $1.05M | Buy |
8,075
+2,068
| +34% | +$270K | 0.73% | 47 |
|
|
2015
Q2 | $818K | Buy |
6,007
+2,696
| +81% | +$367K | 0.52% | 66 |
|
|
2015
Q1 | $419K | Sell |
3,311
-1,272
| -28% | -$161K | 0.27% | 99 |
|
|
2014
Q4 | $688K | Buy |
+4,583
| New | +$688K | 0.45% | 75 |
|
|
2014
Q3 | – | Sell |
-3,311
| Closed | -$419K | – | 132 |
|
|
2014
Q2 | $419K | Hold |
3,311
| – | – | 0.27% | 99 |
|
|
2014
Q1 | $414K | Buy |
3,311
+216
| +7% | +$27K | 0.28% | 95 |
|
|
2013
Q4 | $367K | Sell |
3,095
-2
| -0.1% | -$237 | 0.25% | 103 |
|
|
2013
Q3 | $352K | Buy |
3,097
+306
| +11% | +$34.8K | 0.29% | 97 |
|
|
2013
Q2 | $315K | Buy |
+2,791
| New | +$315K | 0.28% | 101 |
|