SFMG Wealth 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 | $56.3M | Buy |
115,803
+8,940
| +8% | +$4.34M | 4.22% | 7 |
|
|
2025
Q1 | $56.9M | Buy |
106,863
+5,749
| +6% | +$3.06M | 4.49% | 6 |
|
|
2024
Q4 | $45.8M | Sell |
101,114
-1,114
| -1% | -$505K | 3.61% | 9 |
|
|
2024
Q3 | $47.1M | Sell |
102,228
-822
| -0.8% | -$378K | 3.81% | 9 |
|
|
2024
Q2 | $41.9M | Buy |
103,050
+1,226
| +1% | +$499K | 3.64% | 9 |
|
|
2024
Q1 | $42.8M | Sell |
101,824
-944
| -0.9% | -$397K | 3.68% | 8 |
|
|
2023
Q4 | $36.7M | Sell |
102,768
-730
| -0.7% | -$260K | 3.4% | 9 |
|
|
2023
Q3 | $36.3M | Sell |
103,498
-691
| -0.7% | -$242K | 3.73% | 9 |
|
|
2023
Q2 | $35.5M | Sell |
104,189
-241
| -0.2% | -$82.2K | 3.66% | 9 |
|
|
2023
Q1 | $32.2M | Sell |
104,430
-358
| -0.3% | -$111K | 3.47% | 9 |
|
|
2022
Q4 | $32.4M | Buy |
104,788
+56
| +0.1% | +$17.3K | 3.59% | 9 |
|
|
2022
Q3 | $27.6M | Buy |
104,732
+900
| +0.9% | +$238K | 3.23% | 11 |
|
|
2022
Q2 | $28.3M | Buy |
103,832
+977
| +0.9% | +$267K | 3.29% | 7 |
|
|
2022
Q1 | $36.3M | Buy |
102,855
+454
| +0.4% | +$160K | 3.59% | 7 |
|
|
2021
Q4 | $30.6M | Sell |
102,401
-3,849
| -4% | -$1.15M | 2.98% | 9 |
|
|
2021
Q3 | $29M | Sell |
106,250
-771
| -0.7% | -$210K | 3.22% | 8 |
|
|
2021
Q2 | $29.7M | Sell |
107,021
-403
| -0.4% | -$112K | 3.3% | 9 |
|
|
2021
Q1 | $27.4M | Sell |
107,424
-34,928
| -25% | -$8.92M | 3.18% | 9 |
|
|
2020
Q4 | $33M | Buy |
142,352
+2,872
| +2% | +$666K | 4.19% | 7 |
|
|
2020
Q3 | $29.7M | Sell |
139,480
-2,029
| -1% | -$432K | 4.1% | 7 |
|
|
2020
Q2 | $25.3M | Buy |
141,509
+4,529
| +3% | +$808K | 3.6% | 8 |
|
|
2020
Q1 | $25M | Sell |
136,980
-33,168
| -19% | -$6.06M | 3.76% | 7 |
|
|
2019
Q4 | $38.5M | Sell |
170,148
-25,286
| -13% | -$5.73M | 4.71% | 6 |
|
|
2019
Q3 | $40.7M | Sell |
195,434
-57,875
| -23% | -$12M | 5.5% | 6 |
|
|
2019
Q2 | $53.2M | Sell |
253,309
-1,876
| -0.7% | -$394K | 7.21% | 5 |
|
|
2019
Q1 | $51.3M | Sell |
255,185
-8,916
| -3% | -$1.79M | 7.41% | 5 |
|
|
2018
Q4 | $53.9M | Sell |
264,101
-308
| -0.1% | -$62.9K | 8.72% | 4 |
|
|
2018
Q3 | $54.6M | Buy |
264,409
+7,765
| +3% | +$1.6M | 8.4% | 5 |
|
|
2018
Q2 | $47.9M | Buy |
256,644
+4,414
| +2% | +$824K | 7.76% | 5 |
|
|
2018
Q1 | $50.3M | Buy |
252,230
+1,401
| +0.6% | +$279K | 8.53% | 4 |
|
|
2017
Q4 | $49.7M | Sell |
250,829
-45,343,923
| -99% | -$8.99B | 8.25% | 4 |
|
|
2017
Q3 | $45.3M | Buy |
45,594,752
+45,357,343
| +19,105% | +$45.1M | 8.86% | 4 |
|
|
2017
Q2 | $40.2M | Buy |
237,409
+604
| +0.3% | +$102K | 8.34% | 4 |
|
|
2017
Q1 | $39.5M | Sell |
236,805
-2,144
| -0.9% | -$357K | 7.99% | 3 |
|
|
2016
Q4 | $38.9M | Buy |
238,949
+3,106
| +1% | +$506K | 8.3% | 3 |
|
|
2016
Q3 | $34.1M | Buy |
235,843
+12,246
| +5% | +$1.77M | 7.48% | 3 |
|
|
2016
Q2 | $32.4M | Buy |
223,597
+3,031
| +1% | +$439K | 7.23% | 3 |
|
|
2016
Q1 | $31.3M | Buy |
220,566
+192,401
| +683% | +$27.3M | 6.89% | 3 |
|
|
2015
Q4 | $3.72M | Buy |
28,165
+191
| +0.7% | +$25.2K | 0.85% | 16 |
|
|
2015
Q3 | $3.65M | Buy |
27,974
+10,728
| +62% | +$1.4M | 0.88% | 16 |
|
|
2015
Q2 | $2.35M | Sell |
17,246
-24,159
| -58% | -$3.29M | 0.53% | 20 |
|
|
2015
Q1 | $5.98M | Buy |
41,405
+30,053
| +265% | +$4.34M | 0.48% | 20 |
|
|
2014
Q4 | $1.71M | Sell |
11,352
-35
| -0.3% | -$5.26K | 0.38% | 31 |
|
|
2014
Q3 | $1.57M | Sell |
11,387
-621
| -5% | -$85.8K | 0.49% | 26 |
|
|
2014
Q2 | $1.52M | Buy |
12,008
+18
| +0.2% | +$2.28K | 0.52% | 21 |
|
|
2014
Q1 | $1.5M | Buy |
11,990
+1,000
| +9% | +$125K | 0.5% | 22 |
|
|
2013
Q4 | $1.3M | Sell |
10,990
-950
| -8% | -$113K | 0.45% | 24 |
|
|
2013
Q3 | $1.36M | Buy |
11,940
+200
| +2% | +$22.7K | 0.54% | 22 |
|
|
2013
Q2 | $1.31M | Buy |
+11,740
| New | +$1.31M | 0.53% | 21 |
|