Schwarz Dygos Wheeler Investment Advisors’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 | $58.7M | Sell |
120,782
-396
| -0.3% | -$192K | 13.37% | 1 |
|
|
2025
Q1 | $64.5M | Buy |
121,178
+1,724
| +1% | +$918K | 15.3% | 1 |
|
|
2024
Q4 | $54.1M | Buy |
119,454
+1,998
| +2% | +$906K | 13.29% | 1 |
|
|
2024
Q3 | $54.1M | Sell |
117,456
-537
| -0.5% | -$247K | 13.48% | 1 |
|
|
2024
Q2 | $48M | Buy |
117,993
+327
| +0.3% | +$133K | 12.87% | 1 |
|
|
2024
Q1 | $49.5M | Sell |
117,666
-818
| -0.7% | -$344K | 13.83% | 1 |
|
|
2023
Q4 | $42.3M | Sell |
118,484
-497
| -0.4% | -$177K | 13% | 1 |
|
|
2023
Q3 | $41.7M | Sell |
118,981
-138
| -0.1% | -$48.3K | 14.12% | 1 |
|
|
2023
Q2 | $40.6M | Sell |
119,119
-7
| -0% | -$2.39K | 13.38% | 1 |
|
|
2023
Q1 | $36.8M | Sell |
119,126
-387
| -0.3% | -$119K | 13.31% | 1 |
|
|
2022
Q4 | $36.9M | Buy |
119,513
+1,539
| +1% | +$475K | 14.49% | 1 |
|
|
2022
Q3 | $31.5M | Sell |
117,974
-547
| -0.5% | -$146K | 13.97% | 1 |
|
|
2022
Q2 | $32.4M | Buy |
118,521
+617
| +0.5% | +$168K | 12.99% | 1 |
|
|
2022
Q1 | $41.6M | Sell |
117,904
-1,302
| -1% | -$459K | 14.05% | 1 |
|
|
2021
Q4 | $35.6M | Buy |
119,206
+1,047
| +0.9% | +$313K | 12.07% | 1 |
|
|
2021
Q3 | $32.3M | Buy |
118,159
+871
| +0.7% | +$238K | 11.79% | 1 |
|
|
2021
Q2 | $32.6M | Buy |
117,288
+1,481
| +1% | +$412K | 11.84% | 1 |
|
|
2021
Q1 | $29.6M | Buy |
115,807
+707
| +0.6% | +$181K | 12.21% | 1 |
|
|
2020
Q4 | $26.7M | Buy |
115,100
+4,251
| +4% | +$986K | 12.83% | 1 |
|
|
2020
Q3 | $23.6M | Buy |
110,849
+2,839
| +3% | +$605K | 13.36% | 1 |
|
|
2020
Q2 | $19.9M | Buy |
108,010
+2,154
| +2% | +$397K | 12.98% | 1 |
|
|
2020
Q1 | $19.4M | Buy |
105,856
+4,537
| +4% | +$830K | 16.38% | 1 |
|
|
2019
Q4 | $22.9M | Buy |
101,319
+2,933
| +3% | +$664K | 15.7% | 1 |
|
|
2019
Q3 | $20.5M | Buy |
98,386
+2,833
| +3% | +$589K | 16.24% | 1 |
|
|
2019
Q2 | $20.4M | Buy |
95,553
+2,999
| +3% | +$639K | 16.8% | 1 |
|
|
2019
Q1 | $18.6M | Buy |
92,554
+2,818
| +3% | +$566K | 15.96% | 1 |
|
|
2018
Q4 | $18.3M | Buy |
+89,736
| New | +$18.3M | 19.75% | 1 |
|