Sigma Planning Corp’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 | $25.6M | Sell |
52,617
-7,472
| -12% | -$3.63M | 0.77% | 14 |
|
|
2025
Q1 | $32M | Buy |
60,089
+1,484
| +3% | +$790K | 1.02% | 12 |
|
|
2024
Q4 | $26.6M | Sell |
58,605
-3,679
| -6% | -$1.67M | 0.83% | 14 |
|
|
2024
Q3 | $28.7M | Buy |
62,284
+7,843
| +14% | +$3.61M | 0.88% | 13 |
|
|
2024
Q2 | $22.1M | Buy |
54,441
+475
| +0.9% | +$193K | 0.7% | 17 |
|
|
2024
Q1 | $22.7M | Buy |
53,966
+27,174
| +101% | +$11.4M | 0.71% | 16 |
|
|
2023
Q4 | $9.56M | Sell |
26,792
-22,480
| -46% | -$8.02M | 0.75% | 20 |
|
|
2023
Q3 | $17.3M | Sell |
49,272
-989
| -2% | -$346K | 0.65% | 22 |
|
|
2023
Q2 | $17.1M | Buy |
50,261
+2,662
| +6% | +$908K | 0.62% | 22 |
|
|
2023
Q1 | $14.7M | Buy |
47,599
+1,492
| +3% | +$461K | 0.49% | 30 |
|
|
2022
Q4 | $14.2M | Buy |
46,107
+832
| +2% | +$257K | 0.51% | 33 |
|
|
2022
Q3 | $12.1M | Buy |
45,275
+2,445
| +6% | +$653K | 0.46% | 37 |
|
|
2022
Q2 | $11.7M | Buy |
42,830
+3,444
| +9% | +$940K | 0.41% | 42 |
|
|
2022
Q1 | $13.9M | Buy |
39,386
+3,116
| +9% | +$1.1M | 0.42% | 38 |
|
|
2021
Q4 | $10.8M | Sell |
36,270
-702
| -2% | -$210K | 0.3% | 64 |
|
|
2021
Q3 | $10.1M | Sell |
36,972
-7,514
| -17% | -$2.05M | 0.3% | 62 |
|
|
2021
Q2 | $12.4M | Sell |
44,486
-1,046
| -2% | -$291K | 0.37% | 47 |
|
|
2021
Q1 | $11.6M | Buy |
45,532
+4,124
| +10% | +$1.05M | 0.37% | 50 |
|
|
2020
Q4 | $9.6M | Sell |
41,408
-603
| -1% | -$140K | 0.33% | 63 |
|
|
2020
Q3 | $8.95M | Sell |
42,011
-779
| -2% | -$166K | 0.35% | 55 |
|
|
2020
Q2 | $7.64M | Sell |
42,790
-1,890
| -4% | -$337K | 0.34% | 51 |
|
|
2020
Q1 | $8.17M | Sell |
44,680
-1,661
| -4% | -$304K | 0.49% | 36 |
|
|
2019
Q4 | $10.5M | Sell |
46,341
-105
| -0.2% | -$23.8K | 0.44% | 35 |
|
|
2019
Q3 | $9.66M | Sell |
46,446
-7,631
| -14% | -$1.59M | 0.46% | 35 |
|
|
2019
Q2 | $11.5M | Buy |
54,077
+2,023
| +4% | +$431K | 0.59% | 23 |
|
|
2019
Q1 | $10.5M | Buy |
52,054
+3,556
| +7% | +$714K | 0.59% | 29 |
|
|
2018
Q4 | $9.9M | Buy |
48,498
+1,522
| +3% | +$311K | 0.72% | 23 |
|
|
2018
Q3 | $10.1M | Buy |
46,976
+2,438
| +5% | +$522K | 0.59% | 32 |
|
|
2018
Q2 | $8.31M | Buy |
44,538
+849
| +2% | +$158K | 0.56% | 34 |
|
|
2018
Q1 | $8.72M | Buy |
43,689
+4,417
| +11% | +$881K | 0.64% | 29 |
|
|
2017
Q4 | $7.79M | Buy |
39,272
+3,575
| +10% | +$709K | 0.6% | 28 |
|
|
2017
Q3 | $6.54M | Buy |
35,697
+1,573
| +5% | +$288K | 0.54% | 31 |
|
|
2017
Q2 | $5.78M | Sell |
34,124
-2,121
| -6% | -$359K | 0.54% | 33 |
|
|
2017
Q1 | $6.04M | Buy |
36,245
+2,918
| +9% | +$486K | 0.59% | 34 |
|
|
2016
Q4 | $5.43M | Sell |
33,327
-499
| -1% | -$81.3K | 0.59% | 37 |
|
|
2016
Q3 | $4.89M | Buy |
33,826
+440
| +1% | +$63.6K | 0.58% | 36 |
|
|
2016
Q2 | $4.83M | Buy |
33,386
+1,534
| +5% | +$222K | 0.63% | 33 |
|
|
2016
Q1 | $4.52M | Sell |
31,852
-3,459
| -10% | -$491K | 0.62% | 30 |
|
|
2015
Q4 | $4.66M | Buy |
35,311
+2,212
| +7% | +$292K | 0.65% | 28 |
|
|
2015
Q3 | $4.32M | Buy |
33,099
+56
| +0.2% | +$7.3K | 0.68% | 24 |
|
|
2015
Q2 | $4.5M | Sell |
33,043
-693
| -2% | -$94.3K | 0.62% | 26 |
|
|
2015
Q1 | $4.87M | Sell |
33,736
-115
| -0.3% | -$16.6K | 0.65% | 22 |
|
|
2014
Q4 | $5.08M | Buy |
+33,851
| New | +$5.08M | 0.67% | 20 |
|