SMDAM
Sumitomo Mitsui DS Asset 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 | $93M | Buy |
191,396
+10,852
| +6% | +$5.27M | 0.84% | 27 |
|
|
2025
Q1 | $96.2M | Buy |
180,544
+7,720
| +4% | +$4.11M | 0.98% | 18 |
|
|
2024
Q4 | $78.3M | Buy |
172,824
+9,966
| +6% | +$4.52M | 0.8% | 27 |
|
|
2024
Q3 | $75M | Buy |
162,858
+8,398
| +5% | +$3.87M | 0.81% | 29 |
|
|
2024
Q2 | $62.8M | Buy |
154,460
+5,704
| +4% | +$2.32M | 0.74% | 29 |
|
|
2024
Q1 | $62.6M | Buy |
148,756
+4,978
| +3% | +$2.09M | 0.78% | 30 |
|
|
2023
Q4 | $51.3M | Buy |
143,778
+3,049
| +2% | +$1.09M | 0.67% | 35 |
|
|
2023
Q3 | $49.3M | Buy |
140,729
+6,633
| +5% | +$2.32M | 0.76% | 31 |
|
|
2023
Q2 | $45.7M | Buy |
134,096
+17,637
| +15% | +$6.01M | 0.7% | 38 |
|
|
2023
Q1 | $36M | Buy |
116,459
+6,605
| +6% | +$2.04M | 0.65% | 36 |
|
|
2022
Q4 | $33.9M | Buy |
109,854
+7,270
| +7% | +$2.25M | 0.69% | 33 |
|
|
2022
Q3 | $27.4M | Buy |
102,584
+6,069
| +6% | +$1.62M | 0.63% | 34 |
|
|
2022
Q2 | $26.4M | Buy |
96,515
+4,234
| +5% | +$1.16M | 0.63% | 34 |
|
|
2022
Q1 | $32.6M | Sell |
92,281
-905
| -1% | -$319K | 0.69% | 27 |
|
|
2021
Q4 | $27.9M | Buy |
93,186
+3,144
| +3% | +$940K | 0.58% | 35 |
|
|
2021
Q3 | $24.6M | Sell |
90,042
-3,400
| -4% | -$928K | 0.58% | 37 |
|
|
2021
Q2 | $26M | Buy |
93,442
+1,108
| +1% | +$308K | 0.62% | 33 |
|
|
2021
Q1 | $23.6M | Sell |
92,334
-1,427
| -2% | -$365K | 0.62% | 34 |
|
|
2020
Q4 | $21.7M | Buy |
93,761
+1,302
| +1% | +$302K | 0.62% | 38 |
|
|
2020
Q3 | $19.7M | Buy |
92,459
+3,398
| +4% | +$724K | 0.62% | 35 |
|
|
2020
Q2 | $15.9M | Buy |
89,061
+4,217
| +5% | +$753K | 0.55% | 41 |
|
|
2020
Q1 | $15.5M | Sell |
84,844
-2,175
| -2% | -$398K | 0.64% | 36 |
|
|
2019
Q4 | $19.7M | Buy |
87,019
+595
| +0.7% | +$135K | 0.67% | 34 |
|
|
2019
Q3 | $18M | Buy |
86,424
+8,619
| +11% | +$1.79M | 0.67% | 35 |
|
|
2019
Q2 | $16.6M | Sell |
77,805
-106,774
| -58% | -$22.8M | 0.67% | 37 |
|
|
2019
Q1 | $37.1M | Sell |
184,579
-7,156
| -4% | -$1.44M | 0.61% | 43 |
|
|
2018
Q4 | $39.1M | Sell |
191,735
-3,113
| -2% | -$636K | 0.71% | 37 |
|
|
2018
Q3 | $41.7M | Sell |
194,848
-5,929
| -3% | -$1.27M | 0.64% | 44 |
|
|
2018
Q2 | $37.5M | Sell |
200,777
-12,525
| -6% | -$2.34M | 0.58% | 45 |
|
|
2018
Q1 | $42.5M | Buy |
213,302
+162
| +0.1% | +$32.3K | 0.63% | 39 |
|
|
2017
Q4 | $42.2M | Sell |
213,140
-5,815
| -3% | -$1.15M | 0.63% | 41 |
|
|
2017
Q3 | $40.1M | Sell |
218,955
-2,816
| -1% | -$516K | 0.63% | 42 |
|
|
2017
Q2 | $37.6M | Sell |
221,771
-9,604
| -4% | -$1.63M | 0.61% | 44 |
|
|
2017
Q1 | $38.6M | Buy |
231,375
+7,758
| +3% | +$1.29M | 0.65% | 36 |
|
|
2016
Q4 | $36.4M | Sell |
223,617
-7,005
| -3% | -$1.14M | 0.7% | 35 |
|
|
2016
Q3 | $33.3M | Sell |
230,622
-1,265
| -0.5% | -$183K | 0.73% | 32 |
|
|
2016
Q2 | $33.6M | Sell |
231,887
-40
| -0% | -$5.79K | 1.02% | 21 |
|
|
2016
Q1 | $32.9M | Buy |
231,927
+31,729
| +16% | +$4.5M | 1.02% | 19 |
|
|
2015
Q4 | $26.4M | Sell |
200,198
-1,374
| -0.7% | -$181K | 0.89% | 22 |
|
|
2015
Q3 | $26.3M | Buy |
201,572
+35,371
| +21% | +$4.61M | 0.9% | 18 |
|
|
2015
Q2 | $22.6M | Buy |
166,201
+70,794
| +74% | +$9.64M | 0.72% | 28 |
|
|
2015
Q1 | $13.8M | Sell |
95,407
-6,744
| -7% | -$973K | 0.42% | 68 |
|
|
2014
Q4 | $15.3M | Sell |
102,151
-6,804
| -6% | -$1.02M | 0.47% | 58 |
|
|
2014
Q3 | $15.1M | Sell |
108,955
-6,783
| -6% | -$937K | 0.46% | 62 |
|
|
2014
Q2 | $14.6M | Sell |
115,738
-6,148
| -5% | -$778K | 0.42% | 66 |
|
|
2014
Q1 | $15.2M | Sell |
121,886
-5,643
| -4% | -$705K | 0.45% | 54 |
|
|
2013
Q4 | $15.1M | Sell |
127,529
-6,196
| -5% | -$735K | 0.44% | 55 |
|
|
2013
Q3 | $15.2M | Sell |
133,725
-6,638
| -5% | -$753K | 0.43% | 61 |
|
|
2013
Q2 | $15.7M | Buy |
+140,363
| New | +$15.7M | 0.44% | 56 |
|