SFS
Sowell Financial Services’s Berkshire Hathaway Class A BRK.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19M | Hold |
3
| – | – | 0.09% | 241 |
|
|
2025
Q1 | $2.4M | Buy |
+3
| New | +$2.4M | 0.11% | 194 |
|
|
2023
Q2 | – | Sell |
-9
| Closed | -$4.19M | – | 588 |
|
|
2023
Q1 | $4.19M | Buy |
+9
| New | +$4.19M | 0.32% | 71 |
|
|
2021
Q2 | – | Sell |
-8
| Closed | -$3.48M | – | 819 |
|
|
2021
Q1 | $3.48M | Hold |
8
| – | – | 0.12% | 164 |
|
|
2020
Q4 | $2.78M | Hold |
8
| – | – | 0.12% | 152 |
|
|
2020
Q3 | $2.56M | Sell |
8
-3
| -27% | -$960K | 0.13% | 142 |
|
|
2020
Q2 | $2.94M | Sell |
11
-1
| -8% | -$267K | 0.16% | 124 |
|
|
2020
Q1 | $3.26M | Buy |
12
+3
| +33% | +$816K | 0.24% | 99 |
|
|
2019
Q4 | $3.06M | Hold |
9
| – | – | 0.23% | 91 |
|
|
2019
Q3 | $2.81M | Buy |
+9
| New | +$2.81M | 0.23% | 94 |
|
|
2019
Q1 | $3.01M | Buy |
+10
| New | +$3.01M | 0.34% | 70 |
|
|
2018
Q4 | – | Sell |
-15,444
| Closed | -$6.51M | – | 468 |
|
|
2018
Q3 | $6.51M | Buy |
15,444
+15,434
| +154,340% | +$6.5M | 0.94% | 22 |
|
|
2018
Q2 | $3.1M | Hold |
10
| – | – | 0.66% | 38 |
|
|
2018
Q1 | $2.91M | Sell |
10
-2
| -17% | -$581K | 0.73% | 37 |
|
|
2017
Q4 | $3.84M | Buy |
12
+1
| +9% | +$320K | 0.94% | 31 |
|
|
2017
Q3 | $3.08M | Buy |
11
+7
| +175% | +$1.96M | 0.8% | 34 |
|
|
2017
Q2 | $1.06M | Hold |
4
| – | – | 0.3% | 72 |
|
|
2017
Q1 | $990K | Hold |
4
| – | – | 0.29% | 81 |
|
|
2016
Q4 | $1M | Buy |
+4
| New | +$1M | 0.34% | 75 |
|