SimpliFi Inc’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 | – | Sell |
-2,193
| Closed | -$1.17M | – | 42 |
|
|
2025
Q1 | $1.17M | Buy |
2,193
+43
| +2% | +$22.9K | 0.54% | 19 |
|
|
2024
Q4 | $975K | Hold |
2,150
| – | – | 0.45% | 23 |
|
|
2024
Q3 | $990K | Hold |
2,150
| – | – | 0.44% | 23 |
|
|
2024
Q2 | $875K | Hold |
2,150
| – | – | 0.4% | 24 |
|
|
2024
Q1 | $904K | Buy |
+2,150
| New | +$904K | 0.41% | 23 |
|
|
2023
Q2 | – | Sell |
-2,150
| Closed | -$664K | – | 35 |
|
|
2023
Q1 | $664K | Hold |
2,150
| – | – | 0.33% | 24 |
|
|
2022
Q4 | $664K | Hold |
2,150
| – | – | 0.35% | 17 |
|
|
2022
Q3 | $574K | Hold |
2,150
| – | – | 0.3% | 20 |
|
|
2022
Q2 | $587K | Buy |
2,150
+131
| +6% | +$35.8K | 0.29% | 20 |
|
|
2022
Q1 | $713K | Sell |
2,019
-131
| -6% | -$46.3K | 0.32% | 17 |
|
|
2021
Q4 | $643K | Hold |
2,150
| – | – | 0.28% | 19 |
|
|
2021
Q3 | $587K | Hold |
2,150
| – | – | 0.26% | 15 |
|
|
2021
Q2 | $598K | Hold |
2,150
| – | – | 0.27% | 15 |
|
|
2021
Q1 | $549K | Buy |
2,150
+131
| +6% | +$33.5K | 0.26% | 15 |
|
|
2020
Q4 | $468K | Hold |
2,019
| – | – | 0.22% | 17 |
|
|
2020
Q3 | $430K | Hold |
2,019
| – | – | 0.21% | 16 |
|
|
2020
Q2 | $360K | Hold |
2,019
| – | – | 0.19% | 16 |
|
|
2020
Q1 | $369K | Hold |
2,019
| – | – | 0.23% | 16 |
|
|
2019
Q4 | $457K | Hold |
2,019
| – | – | 0.26% | 15 |
|
|
2019
Q3 | $420K | Hold |
2,019
| – | – | 0.25% | 15 |
|
|
2019
Q2 | $430K | Hold |
2,019
| – | – | 0.26% | 14 |
|
|
2019
Q1 | $406K | Hold |
2,019
| – | – | 0.26% | 14 |
|
|
2018
Q4 | $412K | Hold |
2,019
| – | – | 0.3% | 13 |
|
|
2018
Q3 | $432K | Buy |
+2,019
| New | +$432K | 0.3% | 14 |
|
|
2018
Q2 | – | Sell |
-2,019
| Closed | -$403K | – | 18 |
|
|
2018
Q1 | $403K | Hold |
2,019
| – | – | 0.33% | 13 |
|
|
2017
Q4 | $400K | Buy |
+2,019
| New | +$400K | 0.33% | 13 |
|