GYL Financial Synergies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $15.8M | Sell |
34,402
-578
| -2% | -$266K | 1.19% | 18 |
|
|
2024
Q2 | $14.2M | Sell |
34,980
-670
| -2% | -$273K | 1.1% | 19 |
|
|
2024
Q1 | $15M | Buy |
35,650
+313
| +0.9% | +$132K | 1.18% | 17 |
|
|
2023
Q4 | $12.6M | Sell |
35,337
-372
| -1% | -$133K | 1.04% | 19 |
|
|
2023
Q3 | $12.5M | Sell |
35,709
-616
| -2% | -$216K | 1.22% | 16 |
|
|
2023
Q2 | $12.4M | Sell |
36,325
-2,900
| -7% | -$989K | 1.13% | 21 |
|
|
2023
Q1 | $12.1M | Buy |
39,225
+26,489
| +208% | +$8.18M | 1.45% | 16 |
|
|
2022
Q4 | $3.93M | Buy |
12,736
+886
| +7% | +$274K | 0.85% | 28 |
|
|
2022
Q3 | $3.16M | Sell |
11,850
-3,884
| -25% | -$1.04M | 0.86% | 22 |
|
|
2022
Q2 | $4.3M | Buy |
15,734
+4,135
| +36% | +$1.13M | 1.17% | 20 |
|
|
2022
Q1 | $4.09M | Sell |
11,599
-144
| -1% | -$50.8K | 0.98% | 18 |
|
|
2021
Q4 | $3.51M | Buy |
11,743
+2,197
| +23% | +$657K | 0.95% | 19 |
|
|
2021
Q3 | $2.61M | Sell |
9,546
-64
| -0.7% | -$17.5K | 1.33% | 15 |
|
|
2021
Q2 | $2.67M | Sell |
9,610
-291
| -3% | -$80.9K | 1.38% | 13 |
|
|
2021
Q1 | $2.53M | Buy |
9,901
+1,500
| +18% | +$383K | 1.39% | 12 |
|
|
2020
Q4 | $1.95M | Buy |
8,401
+1,422
| +20% | +$330K | 1.12% | 17 |
|
|
2020
Q3 | $1.49M | Buy |
6,979
+50
| +0.7% | +$10.6K | 0.97% | 22 |
|
|
2020
Q2 | $1.24M | Buy |
6,929
+538
| +8% | +$96K | 0.9% | 23 |
|
|
2020
Q1 | $1.17M | Buy |
6,391
+797
| +14% | +$146K | 0.75% | 26 |
|
|
2019
Q4 | $1.27M | Sell |
5,594
-2,810
| -33% | -$636K | 0.56% | 31 |
|
|
2019
Q3 | $1.75M | Buy |
8,404
+3,494
| +71% | +$727K | 0.87% | 18 |
|
|
2019
Q2 | $1.05M | Sell |
4,910
-81
| -2% | -$17.3K | 0.55% | 35 |
|
|
2019
Q1 | $1M | Sell |
4,991
-85
| -2% | -$17.1K | 0.56% | 35 |
|
|
2018
Q4 | $1.04M | Buy |
+5,076
| New | +$1.04M | 0.75% | 26 |
|