Safeguard Financial’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
Q1 | $1.35M | Buy |
2,527
+100
| +4% | +$53.3K | 0.29% | 31 |
|
|
2024
Q4 | $1.1M | Sell |
2,427
-6
| -0.2% | -$2.72K | 0.24% | 37 |
|
|
2024
Q3 | $1.12M | Buy |
2,433
+111
| +5% | +$51.1K | 0.26% | 39 |
|
|
2024
Q2 | $945K | Buy |
2,322
+96
| +4% | +$39.1K | 0.26% | 37 |
|
|
2024
Q1 | $936K | Sell |
2,226
-24
| -1% | -$10.1K | 0.31% | 33 |
|
|
2023
Q4 | $802K | Buy |
2,250
+80
| +4% | +$28.5K | 0.3% | 34 |
|
|
2023
Q3 | $760K | Sell |
2,170
-33
| -1% | -$11.6K | 0.37% | 32 |
|
|
2023
Q2 | $751K | Buy |
2,203
+66
| +3% | +$22.5K | 0.36% | 34 |
|
|
2023
Q1 | $660K | Sell |
2,137
-83
| -4% | -$25.6K | 0.4% | 40 |
|
|
2022
Q4 | $686K | Buy |
2,220
+473
| +27% | +$146K | 0.49% | 35 |
|
|
2022
Q3 | $466K | Buy |
1,747
+114
| +7% | +$30.4K | 0.43% | 35 |
|
|
2022
Q2 | $445K | Sell |
1,633
-37
| -2% | -$10.1K | 0.53% | 29 |
|
|
2022
Q1 | $589K | Buy |
+1,670
| New | +$589K | 0.88% | 25 |
|