David Katz - Matrix Asset Advisors
Holding/activity history for Berkshire Hathaway CL B (BRK.B)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2024 Q3 | 2,774 | 0.14 | $460.35 | ||
| 2024 Q2 | 2,774 | 0.13 | Add 0.91% | 0.00 | $406.63 |
| 2024 Q1 | 2,749 | 0.14 | Add 0.18% | 0.00 | $420.52 |
| 2023 Q4 | 2,744 | 0.12 | Add 1.11% | 0.00 | $356.78 |
| 2023 Q3 | 2,714 | 0.14 | Add 1.12% | 0.00 | $350.41 |
| 2023 Q2 | 2,684 | 0.13 | Reduce 0.37% | 0.00 | $340.91 |
| 2023 Q1 | 2,694 | 0.12 | Reduce 1.28% | 0.00 | $308.83 |
| 2022 Q4 | 2,729 | 0.13 | Add 0.04% | 0.00 | $308.90 |
| 2022 Q3 | 2,728 | 0.12 | Add 0.81% | 0.00 | $266.86 |
| 2022 Q2 | 2,706 | 0.11 | $273.10 | ||
| 2022 Q1 | 2,706 | 0.13 | Add 0.07% | 0.00 | $352.92 |
| 2021 Q4 | 2,704 | 0.11 | $298.82 | ||
| 2021 Q3 | 2,704 | 0.10 | $272.93 | ||
| 2021 Q2 | 2,704 | 0.11 | Reduce 0.95% | 0.00 | $277.74 |
| 2021 Q1 | 2,730 | 0.10 | Reduce 3.26% | 0.00 | $255.31 |
| 2020 Q4 | 2,822 | 0.11 | Add 2.84% | 0.00 | $231.75 |
| 2020 Q3 | 2,744 | 0.11 | Add 9.94% | 0.01 | $212.83 |
| 2020 Q2 | 2,496 | 0.09 | Add 1.05% | 0.00 | $178.69 |
| 2020 Q1 | 2,470 | 0.10 | Buy | 0.10 | $183.00 |