SIM
Stratos 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 | $19.7M | Buy |
40,465
+5
| +0% | +$2.43K | 0.9% | 32 |
|
|
2025
Q1 | $21.5M | Buy |
40,460
+5,877
| +17% | +$3.13M | 1.15% | 26 |
|
|
2024
Q4 | $15.7M | Buy |
34,583
+2,359
| +7% | +$1.07M | 0.94% | 31 |
|
|
2024
Q3 | $14.8M | Buy |
32,224
+636
| +2% | +$293K | 1.04% | 30 |
|
|
2024
Q2 | $12.8M | Buy |
31,588
+2,138
| +7% | +$870K | 1.06% | 27 |
|
|
2024
Q1 | $12.4M | Buy |
29,450
+1,805
| +7% | +$759K | 1.21% | 25 |
|
|
2023
Q4 | $9.86M | Buy |
27,645
+272
| +1% | +$97K | 1.17% | 24 |
|
|
2023
Q3 | $9.59M | Buy |
27,373
+894
| +3% | +$313K | 1.43% | 20 |
|
|
2023
Q2 | $9.03M | Sell |
26,479
-75
| -0.3% | -$25.6K | 1.39% | 21 |
|
|
2023
Q1 | $8.2M | Sell |
26,554
-661
| -2% | -$204K | 1.38% | 20 |
|
|
2022
Q4 | $8.41M | Buy |
27,215
+389
| +1% | +$120K | 1.5% | 20 |
|
|
2022
Q3 | $7.16M | Sell |
26,826
-1,754
| -6% | -$468K | 1.45% | 22 |
|
|
2022
Q2 | $7.8M | Buy |
28,580
+210
| +0.7% | +$57.3K | 1.48% | 22 |
|
|
2022
Q1 | $10M | Sell |
28,370
-1,587
| -5% | -$560K | 1.66% | 19 |
|
|
2021
Q4 | $8.96M | Buy |
29,957
+407
| +1% | +$122K | 1.41% | 20 |
|
|
2021
Q3 | $8.07M | Buy |
29,550
+4,903
| +20% | +$1.34M | 1.4% | 18 |
|
|
2021
Q2 | $6.85M | Buy |
24,647
+1,105
| +5% | +$307K | 1.89% | 14 |
|
|
2021
Q1 | $6.01M | Sell |
23,542
-1,712
| -7% | -$437K | 1.9% | 14 |
|
|
2020
Q4 | $5.86M | Buy |
25,254
+2,044
| +9% | +$474K | 1.84% | 15 |
|
|
2020
Q3 | $4.94M | Buy |
23,210
+732
| +3% | +$156K | 1.79% | 15 |
|
|
2020
Q2 | $4.01M | Buy |
22,478
+3,912
| +21% | +$698K | 1.7% | 16 |
|
|
2020
Q1 | $3.39M | Buy |
18,566
+4,939
| +36% | +$903K | 1.81% | 15 |
|
|
2019
Q4 | $3.09M | Buy |
13,627
+3,656
| +37% | +$828K | 1.43% | 16 |
|
|
2019
Q3 | $2.07M | Buy |
9,971
+1,283
| +15% | +$267K | 1.18% | 16 |
|
|
2019
Q2 | $1.85M | Buy |
8,688
+2,252
| +35% | +$480K | 1.17% | 18 |
|
|
2019
Q1 | $1.29M | Buy |
+6,436
| New | +$1.29M | 1.02% | 21 |
|