SL
Summitry LLC’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 | $4.42M | Sell |
9,108
-1,567
| -15% | -$761K | 0.2% | 55 |
|
|
2025
Q1 | $5.69M | Sell |
10,675
-77,198
| -88% | -$41.1M | 0.29% | 46 |
|
|
2024
Q4 | $39.8M | Sell |
87,873
-59,950
| -41% | -$27.2M | 1.95% | 20 |
|
|
2024
Q3 | $68M | Buy |
147,823
+547
| +0.4% | +$252K | 3.25% | 12 |
|
|
2024
Q2 | $59.9M | Buy |
147,276
+1,938
| +1% | +$788K | 3.09% | 13 |
|
|
2024
Q1 | $61.1M | Sell |
145,338
-55,031
| -27% | -$23.1M | 3.21% | 13 |
|
|
2023
Q4 | $71.5M | Sell |
200,369
-621
| -0.3% | -$221K | 4.15% | 6 |
|
|
2023
Q3 | $70.4M | Buy |
200,990
+14
| +0% | +$4.9K | 4.63% | 1 |
|
|
2023
Q2 | $68.5M | Sell |
200,976
-871
| -0.4% | -$297K | 4.33% | 2 |
|
|
2023
Q1 | $62.3M | Buy |
201,847
+7
| +0% | +$2.16K | 4.19% | 4 |
|
|
2022
Q4 | $62.3M | Sell |
201,840
-1,337
| -0.7% | -$413K | 4.59% | 2 |
|
|
2022
Q3 | $54.3M | Buy |
203,177
+902
| +0.4% | +$241K | 4.1% | 5 |
|
|
2022
Q2 | $55.2M | Sell |
202,275
-3,743
| -2% | -$1.02M | 4.03% | 8 |
|
|
2022
Q1 | $72.7M | Sell |
206,018
-106,353
| -34% | -$37.5M | 4.31% | 6 |
|
|
2021
Q4 | $93.4M | Buy |
312,371
+4,915
| +2% | +$1.47M | 5.46% | 2 |
|
|
2021
Q3 | $83.9M | Buy |
307,456
+5,714
| +2% | +$1.56M | 5.25% | 4 |
|
|
2021
Q2 | $83.9M | Buy |
301,742
+2,651
| +0.9% | +$737K | 5.2% | 3 |
|
|
2021
Q1 | $76.4M | Buy |
299,091
+37,572
| +14% | +$9.6M | 4.91% | 3 |
|
|
2020
Q4 | $60.6M | Sell |
261,519
-670
| -0.3% | -$155K | 4.44% | 6 |
|
|
2020
Q3 | $55.8M | Sell |
262,189
-2,421
| -0.9% | -$516K | 4.49% | 4 |
|
|
2020
Q2 | $47.2M | Sell |
264,610
-82,553
| -24% | -$14.7M | 3.91% | 8 |
|
|
2020
Q1 | $63.5M | Sell |
347,163
-5,295
| -2% | -$968K | 5.82% | 2 |
|
|
2019
Q4 | $79.8M | Sell |
352,458
-826
| -0.2% | -$187K | 6.42% | 1 |
|
|
2019
Q3 | $73.5M | Sell |
353,284
-1,787
| -0.5% | -$372K | 5.8% | 1 |
|
|
2019
Q2 | $75.7M | Sell |
355,071
-751
| -0.2% | -$160K | 6.22% | 1 |
|
|
2019
Q1 | $71.5M | Sell |
355,822
-3,942
| -1% | -$792K | 6.2% | 1 |
|
|
2018
Q4 | $73.5M | Sell |
359,764
-11,030
| -3% | -$2.25M | 7.18% | 1 |
|
|
2018
Q3 | $79.4M | Sell |
370,794
-3,532
| -0.9% | -$756K | 6.77% | 1 |
|
|
2018
Q2 | $69.9M | Sell |
374,326
-4,285
| -1% | -$800K | 6.48% | 1 |
|
|
2018
Q1 | $75.5M | Sell |
378,611
-3,764
| -1% | -$751K | 6.98% | 1 |
|
|
2017
Q4 | $75.8M | Sell |
382,375
-27,875
| -7% | -$5.53M | 6.89% | 1 |
|
|
2017
Q3 | $75.2M | Buy |
410,250
+2,753
| +0.7% | +$505K | 6.97% | 1 |
|
|
2017
Q2 | $69M | Buy |
407,497
+5,785
| +1% | +$980K | 6.57% | 1 |
|
|
2017
Q1 | $67M | Sell |
401,712
-2,604
| -0.6% | -$434K | 6.45% | 1 |
|
|
2016
Q4 | $65.9M | Sell |
404,316
-1,085
| -0.3% | -$177K | 6.39% | 1 |
|
|
2016
Q3 | $58.6M | Sell |
405,401
-62,210
| -13% | -$8.99M | 5.88% | 1 |
|
|
2016
Q2 | $67.7M | Sell |
467,611
-247
| -0.1% | -$35.8K | 6.98% | 1 |
|
|
2016
Q1 | $66.4M | Buy |
467,858
+106,011
| +29% | +$15M | 7.1% | 1 |
|
|
2015
Q4 | $47.8M | Buy |
361,847
+70,931
| +24% | +$9.37M | 5.05% | 3 |
|
|
2015
Q3 | $37.9M | Buy |
290,916
+15,330
| +6% | +$2M | 4.39% | 6 |
|
|
2015
Q2 | $37.5M | Buy |
275,586
+4,787
| +2% | +$651K | 4.28% | 8 |
|
|
2015
Q1 | $39.1M | Buy |
270,799
+27,166
| +11% | +$3.92M | 4.57% | 5 |
|
|
2014
Q4 | $36.6M | Sell |
243,633
-994
| -0.4% | -$149K | 4.04% | 8 |
|
|
2014
Q3 | $33.8M | Buy |
244,627
+1,167
| +0.5% | +$161K | 4.19% | 5 |
|
|
2014
Q2 | $30.8M | Buy |
243,460
+5,590
| +2% | +$707K | 3.92% | 5 |
|
|
2014
Q1 | $29.7M | Buy |
237,870
+1,956
| +0.8% | +$244K | 3.84% | 3 |
|
|
2013
Q4 | $28M | Buy |
235,914
+9,603
| +4% | +$1.14M | 3.69% | 5 |
|
|
2013
Q3 | $25.7M | Sell |
226,311
-2,640
| -1% | -$300K | 3.89% | 4 |
|
|
2013
Q2 | $25.6M | Buy |
+228,951
| New | +$25.6M | 4.02% | 3 |
|