Strategic Investment Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26M | Buy |
4,656
+10
| +0.2% | +$4.86K | 0.22% | 54 |
|
|
2025
Q1 | $2.47M | Hold |
4,646
| – | – | 0.26% | 53 |
|
|
2024
Q4 | $2.11M | Sell |
4,646
-31
| -0.7% | -$14.1K | 0.22% | 57 |
|
|
2024
Q3 | $2.15M | Buy |
4,677
+126
| +3% | +$58K | 0.24% | 60 |
|
|
2024
Q2 | $1.85M | Sell |
4,551
-573
| -11% | -$233K | 0.23% | 64 |
|
|
2024
Q1 | $2.15M | Sell |
5,124
-682
| -12% | -$287K | 0.28% | 56 |
|
|
2023
Q4 | $2.07M | Sell |
5,806
-2,188
| -27% | -$780K | 0.3% | 54 |
|
|
2023
Q3 | $2.8M | Buy |
7,994
+4,266
| +114% | +$1.49M | 0.46% | 43 |
|
|
2023
Q2 | $1.27M | Buy |
3,728
+772
| +26% | +$263K | 0.18% | 60 |
|
|
2023
Q1 | $913K | Buy |
2,956
+576
| +24% | +$178K | 0.17% | 89 |
|
|
2022
Q4 | $735K | Buy |
2,380
+900
| +61% | +$278K | 0.15% | 116 |
|
|
2022
Q3 | $395K | Sell |
1,480
-499
| -25% | -$133K | 0.09% | 148 |
|
|
2022
Q2 | $540K | Sell |
1,979
-372
| -16% | -$102K | 0.11% | 145 |
|
|
2022
Q1 | $830K | Buy |
2,351
+729
| +45% | +$257K | 0.16% | 112 |
|
|
2021
Q4 | $485K | Buy |
1,622
+281
| +21% | +$84K | 0.09% | 159 |
|
|
2021
Q3 | $366K | Buy |
1,341
+26
| +2% | +$7.1K | 0.08% | 161 |
|
|
2021
Q2 | $365K | Buy |
1,315
+245
| +23% | +$68K | 0.08% | 167 |
|
|
2021
Q1 | $273K | Buy |
1,070
+95
| +10% | +$24.2K | 0.07% | 186 |
|
|
2020
Q4 | $226K | Buy |
+975
| New | +$226K | 0.07% | 184 |
|
|
2019
Q3 | – | Sell |
-1,075
| Closed | -$229K | – | 160 |
|
|
2019
Q2 | $229K | Buy |
1,075
+25
| +2% | +$5.33K | 0.13% | 127 |
|
|
2019
Q1 | $211K | Buy |
+1,050
| New | +$211K | 0.14% | 123 |
|