Smith Salley Wealth Management’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 | $48.9M | Buy |
100,688
+2,477
| +3% | +$1.2M | 2.83% | 7 |
|
|
2025
Q1 | $52.3M | Buy |
98,211
+247
| +0.3% | +$132K | 3.43% | 4 |
|
|
2024
Q4 | $44.4M | Buy |
97,964
+861
| +0.9% | +$390K | 2.85% | 8 |
|
|
2024
Q3 | $44.7M | Buy |
97,103
+2,101
| +2% | +$967K | 2.92% | 5 |
|
|
2024
Q2 | $38.6M | Buy |
95,002
+4,413
| +5% | +$1.8M | 2.77% | 6 |
|
|
2024
Q1 | $38.1M | Sell |
90,589
-29,705
| -25% | -$12.5M | 2.96% | 5 |
|
|
2023
Q4 | $42.9M | Buy |
120,294
+3,673
| +3% | +$1.31M | 2.77% | 3 |
|
|
2023
Q3 | $40.9M | Buy |
116,621
+3,679
| +3% | +$1.29M | 3.03% | 3 |
|
|
2023
Q2 | $38.5M | Buy |
112,942
+1,499
| +1% | +$511K | 2.84% | 3 |
|
|
2023
Q1 | $34.4M | Buy |
111,443
+1,837
| +2% | +$567K | 2.74% | 3 |
|
|
2022
Q4 | $33.9M | Buy |
109,606
+789
| +0.7% | +$244K | 2.9% | 3 |
|
|
2022
Q3 | $29.1M | Buy |
108,817
+596
| +0.6% | +$159K | 2.7% | 3 |
|
|
2022
Q2 | $29.5M | Buy |
108,221
+3,551
| +3% | +$969K | 2.56% | 3 |
|
|
2022
Q1 | $36.9M | Buy |
104,670
+651
| +0.6% | +$230K | 2.79% | 4 |
|
|
2021
Q4 | $31.1M | Buy |
104,019
+440
| +0.4% | +$132K | 2.2% | 6 |
|
|
2021
Q3 | $28.3M | Buy |
103,579
+1,014
| +1% | +$277K | 2.22% | 8 |
|
|
2021
Q2 | $28.5M | Buy |
102,565
+2,137
| +2% | +$594K | 2.31% | 7 |
|
|
2021
Q1 | $25.7M | Buy |
100,428
+3,746
| +4% | +$957K | 2.3% | 6 |
|
|
2020
Q4 | $22.4M | Buy |
96,682
+3,494
| +4% | +$810K | 2.27% | 8 |
|
|
2020
Q3 | $19.8M | Buy |
93,188
+36
| +0% | +$7.67K | 2.4% | 6 |
|
|
2020
Q2 | $16.6M | Buy |
93,152
+2,233
| +2% | +$399K | 2.22% | 10 |
|
|
2020
Q1 | $16.6M | Buy |
90,919
+125
| +0.1% | +$22.9K | 2.77% | 5 |
|
|
2019
Q4 | $20.6M | Sell |
90,794
-2,143
| -2% | -$485K | 2.71% | 4 |
|
|
2019
Q3 | $19.3M | Buy |
92,937
+2,240
| +2% | +$466K | 2.75% | 4 |
|
|
2019
Q2 | $19.3M | Buy |
90,697
+2,245
| +3% | +$479K | 2.91% | 3 |
|
|
2019
Q1 | $17.8M | Buy |
88,452
+2,274
| +3% | +$457K | 2.86% | 4 |
|
|
2018
Q4 | $17.6M | Buy |
86,178
+1,143
| +1% | +$233K | 3.24% | 3 |
|
|
2018
Q3 | $18.2M | Buy |
85,035
+1,477
| +2% | +$316K | 2.87% | 3 |
|
|
2018
Q2 | $15.6M | Buy |
83,558
+1,409
| +2% | +$263K | 2.67% | 4 |
|
|
2018
Q1 | $16.4M | Buy |
82,149
+509
| +0.6% | +$102K | 2.94% | 2 |
|
|
2017
Q4 | $16.2M | Buy |
81,640
+1,283
| +2% | +$254K | 2.9% | 2 |
|
|
2017
Q3 | $14.7M | Buy |
80,357
+1,336
| +2% | +$245K | 2.82% | 2 |
|
|
2017
Q2 | $13.4M | Sell |
79,021
-465
| -0.6% | -$78.8K | 2.69% | 3 |
|
|
2017
Q1 | $13.2M | Sell |
79,486
-3,875
| -5% | -$646K | 2.72% | 3 |
|
|
2016
Q4 | $13.6M | Buy |
83,361
+43,953
| +112% | +$7.16M | 2.83% | 3 |
|
|
2016
Q3 | $5.69M | Sell |
39,408
-1,417
| -3% | -$205K | 1.26% | 28 |
|
|
2016
Q2 | $5.91M | Sell |
40,825
-655
| -2% | -$94.8K | 1.38% | 25 |
|
|
2016
Q1 | $5.89M | Sell |
41,480
-43,513
| -51% | -$6.17M | 1.47% | 22 |
|
|
2015
Q4 | $11.2M | Buy |
84,993
+1,779
| +2% | +$235K | 2.8% | 3 |
|
|
2015
Q3 | $10.9M | Buy |
83,214
+2,032
| +3% | +$265K | 2.93% | 4 |
|
|
2015
Q2 | $11.1M | Buy |
81,182
+1,216
| +2% | +$166K | 2.81% | 4 |
|
|
2015
Q1 | $11.5M | Sell |
79,966
-881
| -1% | -$127K | 2.94% | 2 |
|
|
2014
Q4 | $12.1M | Buy |
80,847
+1,104
| +1% | +$166K | 3.15% | 2 |
|
|
2014
Q3 | $11M | Buy |
79,743
+2,389
| +3% | +$330K | 2.92% | 2 |
|
|
2014
Q2 | $9.79M | Buy |
77,354
+40,037
| +107% | +$5.07M | 2.61% | 3 |
|
|
2014
Q1 | $4.66M | Sell |
37,317
-417
| -1% | -$52.1K | 2.92% | 4 |
|
|
2013
Q4 | $4.47M | Buy |
37,734
+286
| +0.8% | +$33.9K | 2.92% | 3 |
|
|
2013
Q3 | $4.25M | Buy |
37,448
+680
| +2% | +$77.2K | 3.42% | 2 |
|
|
2013
Q2 | $4.12M | Buy |
+36,768
| New | +$4.12M | 3.31% | 1 |
|