SIS
Strategic Investment Solutions’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 | $3.71M | Sell |
7,635
-309
| -4% | -$150K | 1.12% | 21 |
|
|
2025
Q1 | $4.23M | Buy |
7,944
+230
| +3% | +$122K | 1.23% | 23 |
|
|
2024
Q4 | $3.47M | Sell |
7,714
-505
| -6% | -$227K | 1.16% | 22 |
|
|
2024
Q3 | $3.78M | Buy |
8,219
+223
| +3% | +$103K | 1.13% | 21 |
|
|
2024
Q2 | $3.39M | Buy |
+7,996
| New | +$3.39M | 1.09% | 24 |
|
|
2023
Q4 | $2.74M | Sell |
7,676
-536,488
| -99% | -$191M | 0.47% | 40 |
|
|
2023
Q3 | $193M | Buy |
544,164
+535,536
| +6,207% | +$190M | 2.38% | 9 |
|
|
2023
Q2 | $2.8M | Sell |
8,628
-515
| -6% | -$167K | 0.57% | 21 |
|
|
2023
Q1 | $2.82M | Hold |
9,143
| – | – | 0.55% | 39 |
|
|
2022
Q4 | $2.85M | Buy |
+9,143
| New | +$2.85M | 1.41% | 19 |
|