Signature Wealth Management Partners’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 | $1.35M | Buy |
2,786
+53
| +2% | +$25.7K | 0.77% | 24 |
|
|
2025
Q1 | $1.46M | Sell |
2,733
-300
| -10% | -$160K | 0.95% | 19 |
|
|
2024
Q4 | $1.37M | Sell |
3,033
-28
| -0.9% | -$12.7K | 0.94% | 19 |
|
|
2024
Q3 | $1.41M | Sell |
3,061
-125
| -4% | -$57.5K | 1.02% | 19 |
|
|
2024
Q2 | $1.3M | Buy |
3,186
+102
| +3% | +$41.5K | 0.99% | 21 |
|
|
2024
Q1 | $1.3M | Sell |
3,084
-500
| -14% | -$210K | 1.06% | 20 |
|
|
2023
Q4 | $1.28M | Buy |
3,584
+370
| +12% | +$132K | 1.12% | 18 |
|
|
2023
Q3 | $1.13M | Buy |
3,214
+470
| +17% | +$165K | 1.1% | 20 |
|
|
2023
Q2 | $936K | Buy |
2,744
+464
| +20% | +$158K | 0.87% | 27 |
|
|
2023
Q1 | $704K | Buy |
2,280
+913
| +67% | +$282K | 0.65% | 41 |
|
|
2022
Q4 | $422K | Buy |
1,367
+40
| +3% | +$12.4K | 0.42% | 61 |
|
|
2022
Q3 | $354K | Buy |
1,327
+290
| +28% | +$77.4K | 0.39% | 63 |
|
|
2022
Q2 | $283K | Buy |
1,037
+187
| +22% | +$51K | 0.29% | 78 |
|
|
2022
Q1 | $300K | Hold |
850
| – | – | 0.26% | 82 |
|
|
2021
Q4 | $254K | Buy |
850
+100
| +13% | +$29.9K | 0.22% | 93 |
|
|
2021
Q3 | $205K | Hold |
750
| – | – | 0.19% | 104 |
|
|
2021
Q2 | $208K | Buy |
+750
| New | +$208K | 0.19% | 100 |
|