SevenBridge Financial 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 | $3.08M | Sell |
6,549
-46
| -0.7% | -$21.6K | 0.54% | 62 |
|
2025
Q1 | $3.39M | Sell |
6,595
-258
| -4% | -$133K | 0.67% | 48 |
|
2024
Q4 | $3.24M | Buy |
6,853
+10
| +0.1% | +$4.73K | 0.61% | 53 |
|
2024
Q3 | $3.2M | Hold |
6,843
| – | – | 0.62% | 53 |
|
2024
Q2 | $2.89M | Buy |
6,843
+10
| +0.1% | +$4.22K | 0.64% | 53 |
|
2024
Q1 | $2.74M | Sell |
6,833
-228
| -3% | -$91.4K | 0.62% | 53 |
|
2023
Q4 | $2.52M | Buy |
7,061
+150
| +2% | +$53.5K | 0.59% | 57 |
|
2023
Q3 | $2.42M | Buy |
6,911
+687
| +11% | +$241K | 0.63% | 52 |
|
2023
Q2 | $2.12M | Buy |
6,224
+118
| +2% | +$40.2K | 0.55% | 57 |
|
2023
Q1 | $1.89M | Hold |
6,106
| – | – | 0.52% | 56 |
|
2022
Q4 | $1.89M | Buy |
6,106
+2,710
| +80% | +$837K | 0.55% | 54 |
|
2022
Q3 | $907K | Buy |
3,396
+2,435
| +253% | +$650K | 0.31% | 81 |
|
2022
Q2 | $262K | Sell |
961
-145
| -13% | -$39.5K | 0.11% | 121 |
|
2022
Q1 | $390K | Sell |
1,106
-360
| -25% | -$127K | 0.14% | 111 |
|
2021
Q4 | $438K | Hold |
1,466
| – | – | 0.13% | 117 |
|
2021
Q3 | $400K | Buy |
1,466
+12
| +0.8% | +$3.27K | 0.13% | 116 |
|
2021
Q2 | $404K | Sell |
1,454
-200
| -12% | -$55.6K | 0.13% | 117 |
|
2021
Q1 | $423K | Buy |
1,654
+344
| +26% | +$88K | 0.15% | 111 |
|
2020
Q4 | $304K | Buy |
+1,310
| New | +$304K | 0.12% | 124 |
|
2019
Q3 | – | Sell |
-890
| Closed | -$190K | – | 192 |
|
2019
Q2 | $190K | Hold |
890
| – | – | 0.07% | 145 |
|
2019
Q1 | $179K | Hold |
890
| – | – | 0.07% | 138 |
|
2018
Q4 | $182K | Hold |
890
| – | – | 0.11% | 130 |
|
2018
Q3 | $191K | Hold |
890
| – | – | 0.1% | 132 |
|
2018
Q2 | $166K | Hold |
890
| – | – | 0.09% | 149 |
|
2018
Q1 | $178K | Hold |
890
| – | – | 0.1% | 138 |
|
2017
Q4 | $176K | Hold |
890
| – | – | 0.1% | 146 |
|
2017
Q3 | $163K | Hold |
890
| – | – | 0.09% | 147 |
|
2017
Q2 | $151K | Hold |
890
| – | – | 0.09% | 151 |
|
2017
Q1 | $148K | Sell |
890
-11
| -1% | -$1.83K | 0.1% | 149 |
|
2016
Q4 | $129K | Hold |
901
| – | – | 0.09% | 164 |
|
2016
Q3 | $129K | Buy |
901
+54
| +6% | +$7.73K | 0.09% | 163 |
|
2016
Q2 | $123K | Sell |
847
-66,262
| -99% | -$9.62M | 0.09% | 173 |
|
2016
Q1 | $473K | Buy |
+67,109
| New | +$473K | 0.04% | 68 |
|