SFA
Source Financial Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $716K | Hold |
1,556
| – | – | 0.21% | 54 |
|
|
2024
Q2 | $633K | Sell |
1,556
-46
| -3% | -$18.7K | 0.19% | 58 |
|
|
2024
Q1 | $674K | Buy |
1,602
+9
| +0.6% | +$3.79K | 0.2% | 53 |
|
|
2023
Q4 | $568K | Sell |
1,593
-25
| -2% | -$8.92K | 0.18% | 72 |
|
|
2023
Q3 | $567K | Buy |
1,618
+21
| +1% | +$7.36K | 0.19% | 67 |
|
|
2023
Q2 | $545K | Buy |
1,597
+185
| +13% | +$63.1K | 0.18% | 74 |
|
|
2023
Q1 | $436K | Buy |
1,412
+450
| +47% | +$139K | 0.15% | 82 |
|
|
2022
Q4 | $297K | Buy |
962
+41
| +4% | +$12.7K | 0.11% | 101 |
|
|
2022
Q3 | $246K | Buy |
921
+125
| +16% | +$33.4K | 0.1% | 100 |
|
|
2022
Q2 | $217K | Buy |
796
+94
| +13% | +$25.6K | 0.09% | 105 |
|
|
2022
Q1 | $247K | Buy |
+702
| New | +$247K | 0.07% | 103 |
|
|
2021
Q4 | – | Sell |
-1,022
| Closed | -$279K | – | 106 |
|
|
2021
Q3 | $279K | Buy |
1,022
+14
| +1% | +$3.82K | 0.07% | 91 |
|
|
2021
Q2 | $280K | Buy |
1,008
+20
| +2% | +$5.56K | 0.07% | 92 |
|
|
2021
Q1 | $253K | Sell |
988
-60
| -6% | -$15.4K | 0.07% | 99 |
|
|
2020
Q4 | $243K | Buy |
+1,048
| New | +$243K | 0.07% | 98 |
|