Smart Money 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 | $1.87M | Buy |
3,849
+269
| +8% | +$131K | 0.59% | 19 |
|
|
2025
Q1 | $1.91M | Buy |
3,580
+351
| +11% | +$187K | 0.65% | 17 |
|
|
2024
Q4 | $1.46M | Buy |
3,229
+105
| +3% | +$47.6K | 0.51% | 41 |
|
|
2024
Q3 | $1.41M | Buy |
3,124
+123
| +4% | +$55.5K | 0.5% | 40 |
|
|
2024
Q2 | $1.32M | Buy |
3,001
+125
| +4% | +$54.8K | 0.47% | 38 |
|
|
2024
Q1 | $1.14M | Buy |
2,876
+423
| +17% | +$168K | 0.44% | 40 |
|
|
2023
Q4 | $875K | Buy |
2,453
+131
| +6% | +$46.7K | 0.38% | 39 |
|
|
2023
Q3 | $813K | Buy |
2,322
+110
| +5% | +$38.5K | 0.39% | 41 |
|
|
2023
Q2 | $754K | Buy |
2,212
+238
| +12% | +$81.2K | 0.36% | 39 |
|
|
2023
Q1 | $649K | Buy |
1,974
+60
| +3% | +$19.7K | 0.33% | 32 |
|
|
2022
Q4 | $592K | Buy |
1,914
+231
| +14% | +$71.4K | 0.31% | 30 |
|
|
2022
Q3 | $449K | Buy |
1,683
+61
| +4% | +$16.3K | 0.31% | 32 |
|
|
2022
Q2 | $443K | Buy |
1,622
+172
| +12% | +$47K | 0.31% | 39 |
|
|
2022
Q1 | $512K | Buy |
1,450
+186
| +15% | +$65.7K | 0.34% | 41 |
|
|
2021
Q4 | $378K | Hold |
1,264
| – | – | 0.24% | 52 |
|
|
2021
Q3 | $345K | Sell |
1,264
-436
| -26% | -$119K | 0.25% | 51 |
|
|
2021
Q2 | $303K | Buy |
1,700
+297
| +21% | +$52.9K | 0.35% | 38 |
|
|
2021
Q1 | $358K | Buy |
1,403
+7
| +0.5% | +$1.79K | 0.3% | 49 |
|
|
2020
Q4 | $324K | Sell |
1,396
-136
| -9% | -$31.6K | 0.27% | 42 |
|
|
2020
Q3 | $326K | Sell |
1,532
-168
| -10% | -$35.7K | 0.14% | 77 |
|
|
2020
Q2 | $303K | Sell |
1,700
-33
| -2% | -$5.88K | 0.18% | 68 |
|
|
2020
Q1 | $317K | Sell |
1,733
-29
| -2% | -$5.31K | 0.22% | 65 |
|
|
2019
Q4 | $399K | Sell |
1,762
-315
| -15% | -$71.3K | 0.23% | 60 |
|
|
2019
Q3 | $432K | Sell |
2,077
-43
| -2% | -$8.94K | 0.35% | 50 |
|
|
2019
Q2 | $452K | Hold |
2,120
| – | – | 0.37% | 48 |
|
|
2019
Q1 | $426K | Sell |
2,120
-150
| -7% | -$30.1K | 0.37% | 51 |
|
|
2018
Q4 | $463K | Buy |
2,270
+30
| +1% | +$6.12K | 0.48% | 41 |
|
|
2018
Q3 | $480K | Hold |
2,240
| – | – | 0.44% | 40 |
|
|
2018
Q2 | $418K | Sell |
2,240
-77
| -3% | -$14.4K | 0.37% | 42 |
|
|
2018
Q1 | $462K | Buy |
2,317
+2
| +0.1% | +$399 | 0.47% | 39 |
|
|
2017
Q4 | $459K | Buy |
+2,315
| New | +$459K | 0.71% | 26 |
|