BSW Wealth Partners’s Berkshire Hathaway Class B BRK.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.45M | Buy |
5,040
+241
| +5% | +$117K | 0.34% | 42 |
|
|
2025
Q1 | $2.56M | Buy |
4,799
+8
| +0.2% | +$4.26K | 0.39% | 40 |
|
|
2024
Q4 | $2.17M | Buy |
4,791
+396
| +9% | +$179K | 0.32% | 46 |
|
|
2024
Q3 | $2.02M | Buy |
4,395
+717
| +19% | +$330K | 0.3% | 44 |
|
|
2024
Q2 | $1.5M | Sell |
3,678
-2,211
| -38% | -$899K | 0.25% | 51 |
|
|
2024
Q1 | $2.48M | Buy |
5,889
+1,527
| +35% | +$642K | 0.42% | 38 |
|
|
2023
Q4 | $1.56M | Sell |
4,362
-16
| -0.4% | -$5.71K | 0.31% | 42 |
|
|
2023
Q3 | $1.53M | Sell |
4,378
-84
| -2% | -$29.4K | 0.34% | 41 |
|
|
2023
Q2 | $1.52M | Sell |
4,462
-36
| -0.8% | -$12.3K | 0.32% | 43 |
|
|
2023
Q1 | $1.39M | Sell |
4,498
-1
| -0% | -$309 | 0.28% | 53 |
|
|
2022
Q4 | $1.39M | Buy |
4,499
+289
| +7% | +$89.3K | 0.3% | 49 |
|
|
2022
Q3 | $1.12M | Buy |
4,210
+125
| +3% | +$33.4K | 0.28% | 46 |
|
|
2022
Q2 | $1.12M | Buy |
4,085
+17
| +0.4% | +$4.64K | 0.27% | 50 |
|
|
2022
Q1 | $1.44M | Sell |
4,068
-47
| -1% | -$16.6K | 0.36% | 39 |
|
|
2021
Q4 | $1.23M | Buy |
4,115
+73
| +2% | +$21.8K | 0.31% | 47 |
|
|
2021
Q3 | $1.1M | Buy |
4,042
+16
| +0.4% | +$4.37K | 0.31% | 45 |
|
|
2021
Q2 | $1.12M | Buy |
4,026
+227
| +6% | +$63.1K | 0.31% | 47 |
|
|
2021
Q1 | $971K | Buy |
3,799
+187
| +5% | +$47.8K | 0.28% | 42 |
|
|
2020
Q4 | $838K | Sell |
3,612
-163
| -4% | -$37.8K | 0.26% | 45 |
|
|
2020
Q3 | $804K | Sell |
3,775
-89
| -2% | -$19K | 0.3% | 40 |
|
|
2020
Q2 | $690K | Sell |
3,864
-327
| -8% | -$58.4K | 0.23% | 48 |
|
|
2020
Q1 | $766K | Sell |
4,191
-51
| -1% | -$9.32K | 0.32% | 41 |
|
|
2019
Q4 | $961K | Buy |
+4,242
| New | +$961K | 0.33% | 35 |
|
|
2019
Q3 | – | Sell |
-3,849
| Closed | -$820K | – | 152 |
|
|
2019
Q2 | $820K | Sell |
3,849
-1
| -0% | -$213 | 0.31% | 39 |
|
|
2019
Q1 | $773K | Sell |
3,850
-204
| -5% | -$41K | 0.31% | 39 |
|
|
2018
Q4 | $828K | Sell |
4,054
-177
| -4% | -$36.2K | 0.31% | 40 |
|
|
2018
Q3 | $906K | Buy |
4,231
+240
| +6% | +$51.4K | 0.35% | 33 |
|
|
2018
Q2 | $745K | Sell |
3,991
-70
| -2% | -$13.1K | 0.32% | 37 |
|
|
2018
Q1 | $810K | Sell |
4,061
-55
| -1% | -$11K | 0.36% | 31 |
|
|
2017
Q4 | $816K | Buy |
4,116
+189
| +5% | +$37.5K | 0.34% | 31 |
|
|
2017
Q3 | $720K | Sell |
3,927
-172
| -4% | -$31.5K | 0.31% | 33 |
|
|
2017
Q2 | $694K | Buy |
4,099
+200
| +5% | +$33.9K | 0.32% | 32 |
|
|
2017
Q1 | $650K | Buy |
3,899
+16
| +0.4% | +$2.67K | 0.32% | 30 |
|
|
2016
Q4 | $633K | Buy |
3,883
+3,259
| +522% | +$531K | 0.33% | 34 |
|
|
2016
Q3 | $4.32K | Sell |
624
-1,885
| -75% | -$13K | 0.15% | 53 |
|
|
2016
Q2 | $363K | Hold |
2,509
| – | – | 0.2% | 47 |
|
|
2016
Q1 | $356K | Buy |
2,509
+30
| +1% | +$4.26K | 0.2% | 45 |
|
|
2015
Q4 | $327K | Buy |
2,479
+6
| +0.2% | +$791 | 0.16% | 44 |
|
|
2015
Q3 | $322K | Buy |
2,473
+163
| +7% | +$21.2K | 0.19% | 43 |
|
|
2015
Q2 | $314K | Hold |
2,310
| – | – | 0.2% | 45 |
|
|
2015
Q1 | $333K | Hold |
2,310
| – | – | 0.21% | 40 |
|
|
2014
Q4 | $347K | Sell |
2,310
-99
| -4% | -$14.9K | 0.28% | 42 |
|
|
2014
Q3 | $333K | Sell |
2,409
-35
| -1% | -$4.84K | 0.26% | 41 |
|
|
2014
Q2 | $309K | Buy |
2,444
+35
| +1% | +$4.43K | 0.24% | 37 |
|
|
2014
Q1 | $301K | Hold |
2,409
| – | – | 0.24% | 35 |
|
|
2013
Q4 | $286K | Hold |
2,409
| – | – | 0.23% | 38 |
|
|
2013
Q3 | $273K | Sell |
2,409
-75
| -3% | -$8.5K | 0.24% | 37 |
|
|
2013
Q2 | $278K | Buy |
+2,484
| New | +$278K | 0.24% | 37 |
|