Sheets Smith 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 | $1.11M | Hold |
2,277
| – | – | 0.13% | 150 |
|
|
2025
Q1 | $1.21M | Hold |
2,277
| – | – | 0.15% | 133 |
|
|
2024
Q4 | $1.03M | Hold |
2,277
| – | – | 0.13% | 154 |
|
|
2024
Q3 | $1.05M | Sell |
2,277
-232
| -9% | -$107K | 0.13% | 152 |
|
|
2024
Q2 | $1.02M | Hold |
2,509
| – | – | 0.12% | 159 |
|
|
2024
Q1 | $1.06M | Buy |
2,509
+343
| +16% | +$144K | 0.12% | 158 |
|
|
2023
Q4 | $773K | Sell |
2,166
-417
| -16% | -$149K | 0.11% | 159 |
|
|
2023
Q3 | $905K | Hold |
2,583
| – | – | 0.14% | 143 |
|
|
2023
Q2 | $881K | Buy |
2,583
+13
| +0.5% | +$4.43K | 0.13% | 150 |
|
|
2023
Q1 | $794K | Sell |
2,570
-193
| -7% | -$59.6K | 0.12% | 156 |
|
|
2022
Q4 | $853K | Sell |
2,763
-294
| -10% | -$90.8K | 0.13% | 145 |
|
|
2022
Q3 | $816K | Sell |
3,057
-878
| -22% | -$234K | 0.14% | 145 |
|
|
2022
Q2 | $1.07M | Sell |
3,935
-81
| -2% | -$22.1K | 0.18% | 120 |
|
|
2022
Q1 | $1.42M | Buy |
4,016
+77
| +2% | +$27.2K | 0.2% | 112 |
|
|
2021
Q4 | $1.18M | Hold |
3,939
| – | – | 0.15% | 137 |
|
|
2021
Q3 | $1.08M | Hold |
3,939
| – | – | 0.15% | 141 |
|
|
2021
Q2 | $1.1M | Sell |
3,939
-75
| -2% | -$20.8K | 0.15% | 141 |
|
|
2021
Q1 | $1.03M | Buy |
4,014
+490
| +14% | +$125K | 0.15% | 141 |
|
|
2020
Q4 | $817K | Buy |
3,524
+570
| +19% | +$132K | 0.12% | 154 |
|
|
2020
Q3 | $629K | Buy |
2,954
+215
| +8% | +$45.8K | 0.11% | 159 |
|
|
2020
Q2 | $489K | Buy |
2,739
+590
| +27% | +$105K | 0.1% | 157 |
|
|
2020
Q1 | $393K | Buy |
2,149
+1,114
| +108% | +$204K | 0.08% | 181 |
|
|
2019
Q4 | $234K | Hold |
1,035
| – | – | 0.04% | 297 |
|
|
2019
Q3 | $215K | Buy |
1,035
+9
| +0.9% | +$1.87K | 0.04% | 279 |
|
|
2019
Q2 | $219K | Hold |
1,026
| – | – | 0.05% | 301 |
|
|
2019
Q1 | $206K | Hold |
1,026
| – | – | 0.04% | 302 |
|
|
2018
Q4 | $209K | Hold |
1,026
| – | – | 0.06% | 259 |
|
|
2018
Q3 | $220K | Buy |
+1,026
| New | +$220K | 0.05% | 319 |
|
|
2018
Q2 | – | Sell |
-1,026
| Closed | -$205K | – | 308 |
|
|
2018
Q1 | $205K | Buy |
+1,026
| New | +$205K | 0.05% | 296 |
|