SWM
SeaCrest 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 | $13.2M | Sell |
27,124
-1,457
| -5% | -$708K | 1.43% | 11 |
|
|
2025
Q1 | $15.2M | Sell |
28,581
-129
| -0.4% | -$68.7K | 1.72% | 7 |
|
|
2024
Q4 | $13M | Buy |
28,710
+270
| +0.9% | +$122K | 1.37% | 11 |
|
|
2024
Q3 | $13.1M | Sell |
28,440
-953
| -3% | -$439K | 1.41% | 10 |
|
|
2024
Q2 | $12M | Buy |
29,393
+741
| +3% | +$301K | 1.36% | 11 |
|
|
2024
Q1 | $12M | Sell |
28,652
-1,375
| -5% | -$578K | 1.47% | 8 |
|
|
2023
Q4 | $11M | Sell |
30,027
-1,107
| -4% | -$405K | 1.36% | 8 |
|
|
2023
Q3 | $10.9M | Buy |
31,134
+28,464
| +1,066% | +$9.97M | 1.42% | 7 |
|
|
2023
Q2 | $910K | Sell |
2,670
-62
| -2% | -$21.1K | 0.12% | 185 |
|
|
2023
Q1 | $844K | Hold |
2,732
| – | – | 0.11% | 199 |
|
|
2022
Q4 | $844K | Hold |
2,732
| – | – | 0.12% | 196 |
|
|
2022
Q3 | $729K | Buy |
2,732
+200
| +8% | +$53.4K | 0.11% | 201 |
|
|
2022
Q2 | $691K | Buy |
2,532
+28
| +1% | +$7.64K | 0.09% | 240 |
|
|
2022
Q1 | $884K | Sell |
2,504
-200
| -7% | -$70.6K | 0.1% | 207 |
|
|
2021
Q4 | $808K | Sell |
2,704
-248
| -8% | -$74.1K | 0.09% | 226 |
|
|
2021
Q3 | $806K | Buy |
2,952
+20
| +0.7% | +$5.46K | 0.1% | 219 |
|
|
2021
Q2 | $815K | Sell |
2,932
-246
| -8% | -$68.4K | 0.1% | 221 |
|
|
2021
Q1 | $812K | Sell |
3,178
-450
| -12% | -$115K | 0.11% | 206 |
|
|
2020
Q4 | $841K | Sell |
3,628
-250
| -6% | -$58K | 0.12% | 184 |
|
|
2020
Q3 | $826K | Hold |
3,878
| – | – | 0.13% | 168 |
|
|
2020
Q2 | $692K | Buy |
3,878
+100
| +3% | +$17.8K | 0.12% | 196 |
|
|
2020
Q1 | $691K | Buy |
3,778
+150
| +4% | +$27.4K | 0.15% | 157 |
|
|
2019
Q4 | $822K | Buy |
3,628
+551
| +18% | +$125K | 0.14% | 172 |
|
|
2019
Q3 | $640K | Hold |
3,077
| – | – | 0.12% | 211 |
|
|
2019
Q2 | $656K | Sell |
3,077
-3,266
| -51% | -$696K | 0.13% | 183 |
|
|
2019
Q1 | $1.27M | Buy |
6,343
+100
| +2% | +$20.1K | 0.22% | 97 |
|
|
2018
Q4 | $1.28M | Buy |
6,243
+1,500
| +32% | +$306K | 0.26% | 79 |
|
|
2018
Q3 | $1.02M | Buy |
4,743
+442
| +10% | +$94.7K | 0.17% | 112 |
|
|
2018
Q2 | $803K | Sell |
4,301
-50
| -1% | -$9.34K | 0.14% | 140 |
|
|
2018
Q1 | $868K | Hold |
4,351
| – | – | 0.16% | 128 |
|
|
2017
Q4 | $862K | Buy |
+4,351
| New | +$862K | 0.16% | 129 |
|