AF
Apexium Financial’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 | $7.38M | Sell |
15,190
-253
| -2% | -$123K | 0.39% | 39 |
|
|
2025
Q1 | $8.22M | Sell |
15,443
-14
| -0.1% | -$7.46K | 0.49% | 34 |
|
|
2024
Q4 | $7.01M | Buy |
15,457
+322
| +2% | +$146K | 0.43% | 35 |
|
|
2024
Q3 | $6.97M | Buy |
15,135
+1,054
| +7% | +$485K | 0.46% | 31 |
|
|
2024
Q2 | $5.73M | Sell |
14,081
-20
| -0.1% | -$8.14K | 0.41% | 33 |
|
|
2024
Q1 | $5.93M | Sell |
14,101
-3,256
| -19% | -$1.37M | 0.45% | 31 |
|
|
2023
Q4 | $6.19M | Buy |
17,357
+3,751
| +28% | +$1.34M | 0.44% | 33 |
|
|
2023
Q3 | $4.77M | Sell |
13,606
-45
| -0.3% | -$15.8K | 0.48% | 32 |
|
|
2023
Q2 | $4.65M | Sell |
13,651
-1,778
| -12% | -$606K | 0.41% | 33 |
|
|
2023
Q1 | $4.76M | Hold |
15,429
| – | – | 0.47% | 27 |
|
|
2022
Q4 | $4.77M | Buy |
15,429
+251
| +2% | +$77.5K | 0.49% | 25 |
|
|
2022
Q3 | $4.05M | Buy |
15,178
+11,776
| +346% | +$3.14M | 0.5% | 25 |
|
|
2022
Q2 | $929K | Hold |
3,402
| – | – | 0.53% | 35 |
|
|
2022
Q1 | $1.11M | Hold |
3,402
| – | – | 0.58% | 32 |
|
|
2021
Q4 | $1.02M | Buy |
3,402
+311
| +10% | +$93K | 0.52% | 34 |
|
|
2021
Q3 | $844K | Sell |
3,091
-107
| -3% | -$29.2K | 0.49% | 36 |
|
|
2021
Q2 | $889K | Buy |
3,198
+18
| +0.6% | +$5K | 0.55% | 32 |
|
|
2021
Q1 | $812K | Buy |
3,180
+200
| +7% | +$51.1K | 0.6% | 33 |
|
|
2020
Q4 | $691K | Sell |
2,980
-50
| -2% | -$11.6K | 0.55% | 32 |
|
|
2020
Q3 | $645K | Sell |
3,030
-161
| -5% | -$34.3K | 0.52% | 33 |
|
|
2020
Q2 | $570K | Hold |
3,191
| – | – | 0.52% | 34 |
|
|
2020
Q1 | $583K | Buy |
3,191
+426
| +15% | +$77.8K | 0.77% | 28 |
|
|
2019
Q4 | $626K | Buy |
+2,765
| New | +$626K | 0.81% | 29 |
|