BSW
Buckingham Strategic Wealth’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $44.9M | Buy |
110,261
+307
| +0.3% | +$125K | 0.46% | 35 |
|
|
2024
Q1 | $46.2M | Buy |
109,954
+1,849
| +2% | +$778K | 0.49% | 33 |
|
|
2023
Q4 | $38.6M | Buy |
108,105
+171
| +0.2% | +$61K | 0.46% | 31 |
|
|
2023
Q3 | $37.8M | Buy |
107,934
+1,482
| +1% | +$519K | 0.54% | 27 |
|
|
2023
Q2 | $36.3M | Buy |
106,452
+3,004
| +3% | +$1.02M | 0.52% | 26 |
|
|
2023
Q1 | $32M | Hold |
103,448
| – | – | 0.58% | 22 |
|
|
2022
Q4 | $32M | Sell |
103,448
-3,665
| -3% | -$1.13M | 0.58% | 22 |
|
|
2022
Q3 | $28.6M | Buy |
107,113
+3,208
| +3% | +$857K | 0.58% | 23 |
|
|
2022
Q2 | $28.4M | Buy |
103,905
+1,250
| +1% | +$341K | 0.56% | 24 |
|
|
2022
Q1 | $36.2M | Sell |
102,655
-4,564
| -4% | -$1.61M | 0.71% | 19 |
|
|
2021
Q4 | $32.1M | Sell |
107,219
-4,779
| -4% | -$1.43M | 0.62% | 20 |
|
|
2021
Q3 | $30.6M | Sell |
111,998
-20,443
| -15% | -$5.58M | 0.63% | 22 |
|
|
2021
Q2 | $36.8M | Buy |
132,441
+54,429
| +70% | +$15.1M | 0.89% | 14 |
|
|
2021
Q1 | $19.9M | Sell |
78,012
-2,262
| -3% | -$578K | 0.98% | 23 |
|
|
2020
Q4 | $18.6M | Sell |
80,274
-27,959
| -26% | -$6.48M | 0.98% | 23 |
|
|
2020
Q3 | $23M | Buy |
108,233
+40,226
| +59% | +$8.57M | 1.76% | 11 |
|
|
2020
Q2 | $12.1M | Sell |
68,007
-13,703
| -17% | -$2.45M | 1.15% | 21 |
|
|
2020
Q1 | $14.9M | Buy |
81,710
+9,337
| +13% | +$1.71M | 1.44% | 14 |
|
|
2019
Q4 | $16.4M | Sell |
72,373
-2,778
| -4% | -$629K | 1.57% | 16 |
|
|
2019
Q3 | $15.6M | Sell |
75,151
-2,479
| -3% | -$516K | 1.69% | 15 |
|
|
2019
Q2 | $16.5M | Buy |
77,630
+4,019
| +5% | +$857K | 1.8% | 13 |
|
|
2019
Q1 | $14.8M | Buy |
73,611
+2,579
| +4% | +$518K | 1.86% | 12 |
|
|
2018
Q4 | $14.5M | Buy |
71,032
+597
| +0.8% | +$122K | 2.21% | 10 |
|
|
2018
Q3 | $15.1M | Sell |
70,435
-5,567
| -7% | -$1.19M | 2.31% | 10 |
|
|
2018
Q2 | $14.2M | Buy |
76,002
+2,383
| +3% | +$445K | 2.3% | 9 |
|
|
2018
Q1 | $14.7M | Sell |
73,619
-3,757
| -5% | -$749K | 2.86% | 6 |
|
|
2017
Q4 | $15.3M | Buy |
77,376
+24,208
| +46% | +$4.8M | 3.2% | 4 |
|
|
2017
Q3 | $9.75M | Sell |
53,168
-3,924
| -7% | -$719K | 2.32% | 7 |
|
|
2017
Q2 | $9.67M | Buy |
57,092
+34,105
| +148% | +$5.78M | 2.27% | 8 |
|
|
2017
Q1 | $3.83M | Buy |
22,987
+2,042
| +10% | +$340K | 1.11% | 17 |
|
|
2016
Q4 | $3.41M | Sell |
20,945
-715
| -3% | -$117K | 1.1% | 17 |
|
|
2016
Q3 | $3.13M | Sell |
21,660
-281
| -1% | -$40.6K | 1.06% | 15 |
|
|
2016
Q2 | $3.18M | Buy |
21,941
+7,740
| +55% | +$1.12M | 1.08% | 15 |
|
|
2016
Q1 | $2.02M | Buy |
14,201
+549
| +4% | +$77.9K | 0.67% | 32 |
|
|
2015
Q4 | $1.8M | Sell |
13,652
-483
| -3% | -$63.8K | 0.6% | 32 |
|
|
2015
Q3 | $1.84M | Buy |
14,135
+1,263
| +10% | +$165K | 0.65% | 29 |
|
|
2015
Q2 | $1.75M | Buy |
12,872
+1,787
| +16% | +$243K | 0.57% | 37 |
|
|
2015
Q1 | $1.6M | Buy |
11,085
+60
| +0.5% | +$8.66K | 0.6% | 34 |
|
|
2014
Q4 | $1.66M | Buy |
11,025
+94
| +0.9% | +$14.1K | 0.64% | 30 |
|
|
2014
Q3 | $1.51M | Sell |
10,931
-185
| -2% | -$25.6K | 0.62% | 35 |
|
|
2014
Q2 | $1.41M | Sell |
11,116
-664
| -6% | -$84K | 0.61% | 32 |
|
|
2014
Q1 | $1.47M | Buy |
11,780
+668
| +6% | +$83.5K | 0.68% | 31 |
|
|
2013
Q4 | $1.32M | Buy |
11,112
+236
| +2% | +$28K | 0.62% | 34 |
|
|
2013
Q3 | $1.24M | Sell |
10,876
-183
| -2% | -$20.8K | 0.65% | 33 |
|
|
2013
Q2 | $1.24M | Buy |
+11,059
| New | +$1.24M | 0.7% | 32 |
|