SFG Wealth Management’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 | $388K | Hold |
799
| – | – | 0.23% | 57 |
|
|
2025
Q1 | $426K | Sell |
799
-150
| -16% | -$79.9K | 0.21% | 83 |
|
|
2024
Q4 | $430K | Buy |
949
+21
| +2% | +$9.52K | 0.23% | 63 |
|
|
2024
Q3 | $427K | Hold |
928
| – | – | 0.23% | 61 |
|
|
2024
Q2 | $378K | Sell |
928
-82
| -8% | -$33.4K | 0.22% | 67 |
|
|
2024
Q1 | $425K | Hold |
1,010
| – | – | 0.25% | 56 |
|
|
2023
Q4 | $360K | Buy |
1,010
+47
| +5% | +$16.8K | 0.24% | 60 |
|
|
2023
Q3 | $337K | Hold |
963
| – | – | 0.27% | 64 |
|
|
2023
Q2 | $328K | Buy |
963
+150
| +18% | +$51.2K | 0.28% | 67 |
|
|
2023
Q1 | $251K | Buy |
813
+101
| +14% | +$31.2K | 0.28% | 65 |
|
|
2022
Q4 | $220K | Buy |
+712
| New | +$220K | 0.27% | 69 |
|
|
2022
Q3 | – | Sell |
-967
| Closed | -$264K | – | 81 |
|
|
2022
Q2 | $264K | Buy |
967
+37
| +4% | +$10.1K | 0.31% | 62 |
|
|
2022
Q1 | $328K | Hold |
930
| – | – | 0.31% | 56 |
|
|
2021
Q4 | $278K | Buy |
+930
| New | +$278K | 0.25% | 79 |
|