Safeguard Investment Advisory Group’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
Q2 | $1.38M | Sell |
2,842
-27
| -0.9% | -$13.1K | 0.34% | 34 |
|
|
2025
Q1 | $1.53M | Buy |
2,869
+1,054
| +58% | +$561K | 0.42% | 30 |
|
|
2024
Q4 | $823K | Buy |
1,815
+171
| +10% | +$77.5K | 0.23% | 45 |
|
|
2024
Q3 | $757K | Buy |
1,644
+248
| +18% | +$114K | 0.22% | 44 |
|
|
2024
Q2 | $568K | Buy |
1,396
+170
| +14% | +$69.2K | 0.18% | 51 |
|
|
2024
Q1 | $516K | Sell |
1,226
-7
| -0.6% | -$2.94K | 0.17% | 55 |
|
|
2023
Q4 | $440K | Buy |
1,233
+44
| +4% | +$15.7K | 0.17% | 56 |
|
|
2023
Q3 | $417K | Hold |
1,189
| – | – | 0.18% | 56 |
|
|
2023
Q2 | $405K | Buy |
1,189
+84
| +8% | +$28.6K | 0.17% | 61 |
|
|
2023
Q1 | $341K | Sell |
1,105
-46
| -4% | -$14.2K | 0.16% | 70 |
|
|
2022
Q4 | $356K | Buy |
1,151
+25
| +2% | +$7.72K | 0.22% | 62 |
|
|
2022
Q3 | $300K | Buy |
1,126
+318
| +39% | +$84.7K | 0.21% | 69 |
|
|
2022
Q2 | $285K | Hold |
808
| – | – | 0.18% | 73 |
|
|
2022
Q1 | $285K | Buy |
808
+82
| +11% | +$28.9K | 0.19% | 65 |
|
|
2021
Q4 | $217K | Sell |
726
-77
| -10% | -$23K | 0.13% | 86 |
|
|
2021
Q3 | $219K | Buy |
803
+45
| +6% | +$12.3K | 0.14% | 80 |
|
|
2021
Q2 | $210K | Buy |
+758
| New | +$210K | 0.15% | 79 |
|
|
2021
Q1 | – | Sell |
-618
| Closed | -$143K | – | 163 |
|
|
2020
Q4 | $143K | Buy |
+618
| New | +$143K | 0.13% | 96 |
|