SFS
Sowell Financial Services’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.4M | Buy |
56,347
+674
| +1% | +$327K | 1.11% | 11 |
|
|
2025
Q1 | $29.7M | Sell |
55,673
-498
| -0.9% | -$265K | 1.35% | 9 |
|
|
2024
Q4 | $25.5M | Sell |
56,171
-11,801
| -17% | -$5.35M | 1.34% | 11 |
|
|
2024
Q3 | $31.3M | Buy |
67,972
+3,161
| +5% | +$1.45M | 1.45% | 10 |
|
|
2024
Q2 | $26.4M | Sell |
64,811
-483
| -0.7% | -$196K | 1.26% | 11 |
|
|
2024
Q1 | $27.5M | Sell |
65,294
-2,061
| -3% | -$867K | 1.3% | 11 |
|
|
2023
Q4 | $24M | Buy |
67,355
+841
| +1% | +$300K | 1.3% | 8 |
|
|
2023
Q3 | $23.3M | Buy |
66,514
+1,342
| +2% | +$470K | 1.46% | 6 |
|
|
2023
Q2 | $22.2M | Buy |
65,172
+6,063
| +10% | +$2.07M | 1.24% | 8 |
|
|
2023
Q1 | $18.3M | Sell |
59,109
-5,283
| -8% | -$1.63M | 1.41% | 6 |
|
|
2022
Q4 | $19.9M | Buy |
+64,392
| New | +$19.9M | 1.29% | 8 |
|
|
2022
Q1 | – | Sell |
-51,980
| Closed | -$15.5M | – | 207 |
|
|
2021
Q4 | $15.5M | Buy |
51,980
+444
| +0.9% | +$133K | 0.89% | 18 |
|
|
2021
Q3 | $14.1M | Sell |
51,536
-4,357
| -8% | -$1.19M | 0.95% | 14 |
|
|
2021
Q2 | $15.5M | Sell |
55,893
-17,429
| -24% | -$4.84M | 1.03% | 11 |
|
|
2021
Q1 | $21.2M | Buy |
73,322
+3,079
| +4% | +$892K | 0.74% | 19 |
|
|
2020
Q4 | $16.3M | Buy |
70,243
+423
| +0.6% | +$98.1K | 0.7% | 25 |
|
|
2020
Q3 | $14.9M | Buy |
69,820
+5,748
| +9% | +$1.22M | 0.74% | 26 |
|
|
2020
Q2 | $11.4M | Buy |
64,072
+54
| +0.1% | +$9.64K | 0.63% | 31 |
|
|
2020
Q1 | $11.7M | Buy |
64,018
+7,237
| +13% | +$1.32M | 0.87% | 18 |
|
|
2019
Q4 | $12.9M | Buy |
56,781
+5,326
| +10% | +$1.21M | 0.98% | 12 |
|
|
2019
Q3 | $10.7M | Buy |
+51,455
| New | +$10.7M | 0.88% | 17 |
|
|
2019
Q1 | $9.5M | Buy |
47,279
+7,738
| +20% | +$1.55M | 1.06% | 13 |
|
|
2018
Q4 | $8.07M | Buy |
+39,541
| New | +$8.07M | 1.14% | 15 |
|
|
2018
Q3 | – | Sell |
-14,928
| Closed | -$3.06M | – | 376 |
|
|
2018
Q2 | $3.06M | Buy |
14,928
+2,393
| +19% | +$491K | 0.65% | 39 |
|
|
2018
Q1 | $2.42M | Buy |
12,535
+1,760
| +16% | +$340K | 0.61% | 46 |
|
|
2017
Q4 | $2.3M | Sell |
10,775
-1,712
| -14% | -$365K | 0.56% | 50 |
|
|
2017
Q3 | $2.34M | Sell |
12,487
-291
| -2% | -$54.5K | 0.61% | 48 |
|
|
2017
Q2 | $2.25M | Sell |
12,778
-8,880
| -41% | -$1.57M | 0.64% | 44 |
|
|
2017
Q1 | $3.57M | Buy |
21,658
+3,449
| +19% | +$569K | 1.05% | 26 |
|
|
2016
Q4 | $3.04M | Buy |
+18,209
| New | +$3.04M | 1.02% | 25 |
|