Signature Wealth Management 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 | $320K | Buy |
659
+1
| +0.2% | +$486 | 0.13% | 97 |
|
|
2025
Q1 | $350K | Buy |
658
+44
| +7% | +$23.4K | 0.14% | 95 |
|
|
2024
Q4 | $278K | Buy |
614
+6
| +1% | +$2.72K | 0.11% | 99 |
|
|
2024
Q3 | $280K | Sell |
608
-9
| -1% | -$4.14K | 0.11% | 95 |
|
|
2024
Q2 | $251K | Hold |
617
| – | – | 0.11% | 96 |
|
|
2024
Q1 | $250K | Sell |
617
-31
| -5% | -$12.6K | 0.11% | 96 |
|
|
2023
Q4 | $231K | Buy |
+648
| New | +$231K | 0.11% | 97 |
|
|
2023
Q2 | $214K | Buy |
+627
| New | +$214K | 0.1% | 94 |
|
|
2018
Q4 | – | Sell |
-350
| Closed | -$70K | – | 100 |
|
|
2018
Q3 | $70K | Hold |
350
| – | – | 0.05% | 97 |
|
|
2018
Q2 | $65K | Hold |
350
| – | – | 0.05% | 94 |
|
|
2018
Q1 | $70K | Hold |
350
| – | – | 0.05% | 88 |
|
|
2017
Q4 | $69K | Buy |
+350
| New | +$69K | 0.05% | 87 |
|