SWM
Sculati Wealth Management’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24M | Buy |
49,305
+299
| +0.6% | +$145K | 9% | 1 |
|
|
2025
Q1 | $26.1M | Sell |
49,006
-1,057
| -2% | -$563K | 10.55% | 1 |
|
|
2024
Q4 | $22.7M | Sell |
50,063
-116
| -0.2% | -$52.6K | 8.97% | 1 |
|
|
2024
Q3 | $23.1M | Sell |
50,179
-506
| -1% | -$233K | 9.21% | 1 |
|
|
2024
Q2 | $20.6M | Sell |
50,685
-404
| -0.8% | -$164K | 8.81% | 1 |
|
|
2024
Q1 | $21.5M | Sell |
51,089
-577
| -1% | -$243K | 9.27% | 1 |
|
|
2023
Q4 | $18.4M | Sell |
51,666
-45
| -0.1% | -$16.1K | 8.58% | 1 |
|
|
2023
Q3 | $18.1M | Sell |
51,711
-216
| -0.4% | -$75.7K | 9.26% | 1 |
|
|
2023
Q2 | $17.7M | Sell |
51,927
-93
| -0.2% | -$31.7K | 8.91% | 1 |
|
|
2023
Q1 | $16.1M | Sell |
52,020
-329
| -0.6% | -$102K | 8.53% | 1 |
|
|
2022
Q4 | $16.2M | Sell |
52,349
-243
| -0.5% | -$75.1K | 9.09% | 1 |
|
|
2022
Q3 | $14M | Buy |
52,592
+1,662
| +3% | +$444K | 8.29% | 1 |
|
|
2022
Q2 | $13.9M | Buy |
50,930
+213
| +0.4% | +$58.2K | 7.94% | 1 |
|
|
2022
Q1 | $17.9M | Buy |
50,717
+385
| +0.8% | +$136K | 8.75% | 1 |
|
|
2021
Q4 | $15M | Sell |
50,332
-16
| -0% | -$4.78K | 7.27% | 1 |
|
|
2021
Q3 | $13.7M | Sell |
50,348
-280
| -0.6% | -$76.4K | 7.28% | 1 |
|
|
2021
Q2 | $14.1M | Buy |
50,628
+231
| +0.5% | +$64.2K | 7.46% | 1 |
|
|
2021
Q1 | $12.9M | Sell |
50,397
-656
| -1% | -$168K | 7.42% | 1 |
|
|
2020
Q4 | $11.8M | Sell |
51,053
-270
| -0.5% | -$62.6K | 7.77% | 1 |
|
|
2020
Q3 | $10.9M | Buy |
51,323
+426
| +0.8% | +$90.7K | 8.18% | 1 |
|
|
2020
Q2 | $9.09M | Sell |
50,897
-306
| -0.6% | -$54.6K | 7.66% | 1 |
|
|
2020
Q1 | $9.36M | Buy |
51,203
+661
| +1% | +$121K | 10.29% | 1 |
|
|
2019
Q4 | $11.4M | Buy |
+50,542
| New | +$11.4M | 10.26% | 1 |
|