Next Financial Group’s Berkshire Hathaway Class B BRK.B Stock Holding History

Next Financial Group’s Portfolio BRK.B Stock Details BRK.B Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	$9.96M	Buy	33,307 +4,648	+16%	+$1.39M	0.65%	16
2021 Q3	$7.82M	Buy	28,659 +812	+3%	+$222K	0.61%	21
2021 Q2	$7.74M	Buy	27,847 +2,616	+10%	+$727K	0.62%	19
2021 Q1	$6.45M	Sell	25,231 -4,646	-16%	-$1.19M	0.57%	23
2020 Q4	$6.93M	Buy	29,877 +1,649	+6%	+$382K	0.66%	20
2020 Q3	$6.01M	Buy	28,228 +1,080	+4%	+$230K	0.65%	21
2020 Q2	$4.85M	Sell	27,148 -348	-1%	-$62.1K	0.57%	35
2020 Q1	$5.03M	Sell	27,496 -3,271	-11%	-$598K	0.65%	25
2019 Q4	$6.97M	Buy	30,767 +1,606	+6%	+$364K	0.72%	15
2019 Q3	$6.07M	Buy	29,161 +1,278	+5%	+$266K	0.66%	15
2019 Q2	$5.94M	Buy	27,883 +13,043	+88%	+$2.78M	0.64%	17
2019 Q1	$2.98M	Sell	14,840 -19,425	-57%	-$3.9M	0.76%	16
2018 Q4	$7M	Buy	34,265 +4,547	+15%	+$928K	1.45%	5
2018 Q3	$6.36M	Sell	29,718 -521	-2%	-$112K	2.95%	2
2018 Q2	$5.64M	Sell	30,239 -5,158	-15%	-$963K	2.17%	4
2018 Q1	$7.06M	Buy	35,397 +15,009	+74%	+$2.99M	1.49%	5
2017 Q4	$4.04M	Sell	20,388 -12,826	-39%	-$2.54M	1.73%	5
2017 Q3	$6.22M	Buy	33,214 +1,474	+5%	+$276K	1.73%	3
2017 Q2	$5.38M	Buy	31,740 +486	+2%	+$82.3K	1.31%	7
2017 Q1	$5.16M	Sell	31,254 -22,379	-42%	-$3.7M	1.44%	7
2016 Q4	$8.74M	Sell	53,633 -511	-0.9%	-$83.3K	1.54%	4
2016 Q3	$7.82M	Buy	54,144 +24,757	+84%	+$3.58M	1.41%	6
2016 Q2	$4.25M	Buy	29,387 +4,790	+19%	+$693K	1.35%	8
2016 Q1	$3.49M	Buy	24,597 +1,298	+6%	+$184K	1.23%	8
2015 Q4	$3.08M	Sell	23,299 -1,653	-7%	-$218K	1.15%	8
2015 Q3	$3.25M	Sell	24,952 -1,226	-5%	-$160K	1.16%	7
2015 Q2	$3.56M	Buy	26,178 +662	+3%	+$90.1K	1.23%	4
2015 Q1	$3.68M	Buy	25,516 +535	+2%	+$77.2K	1.18%	5
2014 Q4	$3.75M	Sell	24,981 -15,226	-38%	-$2.29M	1.25%	5
2014 Q3	$5.55M	Sell	40,207 -10,051	-20%	-$1.39M	1.1%	8
2014 Q2	$6.58M	Buy	+50,258	New	+$6.58M	3.43%	3