BSW
Buckingham Strategic Wealth’s Berkshire Hathaway Class A BRK.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $10.4M | Sell |
17
-1
| -6% | -$612K | 0.11% | 95 |
|
|
2024
Q1 | $11.4M | Sell |
18
-1
| -5% | -$634K | 0.12% | 93 |
|
|
2023
Q4 | $10.3M | Hold |
19
| – | – | 0.12% | 99 |
|
|
2023
Q3 | $10.1M | Sell |
19
-5
| -21% | -$2.66M | 0.14% | 82 |
|
|
2023
Q2 | $12.4M | Hold |
24
| – | – | 0.18% | 68 |
|
|
2023
Q1 | $11.2M | Hold |
24
| – | – | 0.2% | 62 |
|
|
2022
Q4 | $11.2M | Hold |
24
| – | – | 0.2% | 62 |
|
|
2022
Q3 | $9.76M | Sell |
24
-1
| -4% | -$406K | 0.2% | 64 |
|
|
2022
Q2 | $10.2M | Buy |
25
+14
| +127% | +$5.73M | 0.2% | 60 |
|
|
2022
Q1 | $5.82M | Buy |
11
+1
| +10% | +$529K | 0.11% | 96 |
|
|
2021
Q4 | $4.51M | Sell |
10
-2
| -17% | -$901K | 0.09% | 113 |
|
|
2021
Q3 | $4.94M | Buy |
12
+1
| +9% | +$411K | 0.1% | 106 |
|
|
2021
Q2 | $4.61M | Buy |
11
+5
| +83% | +$2.09M | 0.11% | 108 |
|
|
2021
Q1 | $2.31M | Hold |
6
| – | – | 0.11% | 143 |
|
|
2020
Q4 | $2.09M | Hold |
6
| – | – | 0.11% | 142 |
|
|
2020
Q3 | $1.92M | Hold |
6
| – | – | 0.15% | 115 |
|
|
2020
Q2 | $1.6M | Sell |
6
-3
| -33% | -$802K | 0.15% | 107 |
|
|
2020
Q1 | $2.45M | Buy |
9
+3
| +50% | +$816K | 0.24% | 81 |
|
|
2019
Q4 | $2.04M | Buy |
6
+1
| +20% | +$340K | 0.2% | 93 |
|
|
2019
Q3 | $1.56M | Sell |
5
-1
| -17% | -$312K | 0.17% | 101 |
|
|
2019
Q2 | $1.91M | Sell |
6
-7
| -54% | -$2.23M | 0.21% | 92 |
|
|
2019
Q1 | $3.92M | Hold |
13
| – | – | 0.49% | 51 |
|
|
2018
Q4 | $3.98M | Hold |
13
| – | – | 0.61% | 36 |
|
|
2018
Q3 | $4.16M | Sell |
13
-1
| -7% | -$320K | 0.64% | 34 |
|
|
2018
Q2 | $3.95M | Buy |
14
+11
| +367% | +$3.1M | 0.64% | 36 |
|
|
2018
Q1 | $897K | Sell |
3
-5
| -63% | -$1.5M | 0.17% | 121 |
|
|
2017
Q4 | $2.38M | Hold |
8
| – | – | 0.5% | 46 |
|
|
2017
Q3 | $2.2M | Hold |
8
| – | – | 0.52% | 41 |
|
|
2017
Q2 | $2.04M | Buy |
8
+6
| +300% | +$1.53M | 0.48% | 45 |
|
|
2017
Q1 | $500K | Sell |
2
-8
| -80% | -$2M | 0.15% | 135 |
|
|
2016
Q4 | $2.44M | Buy |
10
+2
| +25% | +$488K | 0.79% | 23 |
|
|
2016
Q3 | $1.73M | Hold |
8
| – | – | 0.59% | 35 |
|
|
2016
Q2 | $1.74M | Hold |
8
| – | – | 0.59% | 35 |
|
|
2016
Q1 | $1.71M | Hold |
8
| – | – | 0.57% | 37 |
|
|
2015
Q4 | $1.58M | Sell |
8
-2
| -20% | -$396K | 0.53% | 36 |
|
|
2015
Q3 | $1.95M | Hold |
10
| – | – | 0.69% | 26 |
|
|
2015
Q2 | $2.05M | Hold |
10
| – | – | 0.67% | 29 |
|
|
2015
Q1 | $2.18M | Hold |
10
| – | – | 0.82% | 19 |
|
|
2014
Q4 | $2.26M | Hold |
10
| – | – | 0.87% | 20 |
|
|
2014
Q3 | $2.07M | Hold |
10
| – | – | 0.85% | 23 |
|
|
2014
Q2 | $1.9M | Buy |
10
+2
| +25% | +$380K | 0.83% | 22 |
|
|
2014
Q1 | $1.5M | Hold |
8
| – | – | 0.69% | 30 |
|
|
2013
Q4 | $1.42M | Hold |
8
| – | – | 0.67% | 32 |
|
|
2013
Q3 | $1.36M | Hold |
8
| – | – | 0.72% | 30 |
|
|
2013
Q2 | $1.35M | Buy |
+8
| New | +$1.35M | 0.76% | 26 |
|