Spectrum Wealth Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-514
| Closed | -$237K | – | 57 |
|
|
2024
Q3 | $237K | Sell |
514
-111
| -18% | -$51.1K | 0.13% | 41 |
|
|
2024
Q2 | $254K | Hold |
625
| – | – | 0.27% | 29 |
|
|
2024
Q1 | $263K | Hold |
625
| – | – | 0.3% | 28 |
|
|
2023
Q4 | $223K | Hold |
625
| – | – | 0.28% | 31 |
|
|
2023
Q3 | $219K | Hold |
625
| – | – | 0.3% | 28 |
|
|
2023
Q2 | $213K | Buy |
+625
| New | +$213K | 0.28% | 30 |
|
|
2022
Q3 | – | Sell |
-960
| Closed | -$262K | – | 38 |
|
|
2022
Q2 | $262K | Hold |
960
| – | – | 0.29% | 33 |
|
|
2022
Q1 | $339K | Hold |
960
| – | – | 0.33% | 31 |
|
|
2021
Q4 | $287K | Hold |
960
| – | – | 0.26% | 38 |
|
|
2021
Q3 | $262K | Hold |
960
| – | – | 0.26% | 39 |
|
|
2021
Q2 | $267K | Sell |
960
-100
| -9% | -$27.8K | 0.26% | 39 |
|
|
2021
Q1 | $271K | Hold |
1,060
| – | – | 0.26% | 34 |
|
|
2020
Q4 | $246K | Sell |
1,060
-1,240
| -54% | -$288K | 0.28% | 29 |
|
|
2020
Q3 | $488K | Buy |
2,300
+1,083
| +89% | +$230K | 0.31% | 28 |
|
|
2020
Q2 | $217K | Hold |
1,217
| – | – | 0.31% | 31 |
|
|
2020
Q1 | $222K | Hold |
1,217
| – | – | 0.48% | 27 |
|
|
2019
Q4 | $276K | Hold |
1,217
| – | – | 0.49% | 25 |
|
|
2019
Q3 | $253K | Hold |
1,217
| – | – | 0.5% | 25 |
|
|
2019
Q2 | $258K | Sell |
1,217
-176
| -13% | -$37.3K | 0.53% | 29 |
|
|
2019
Q1 | $280K | Buy |
+1,393
| New | +$280K | 0.44% | 27 |
|