SWM
Spire Wealth Management’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 | $14.6M | Sell |
30,023
-9,404
| -24% | -$4.57M | 0.52% | 42 |
|
|
2025
Q1 | $21M | Buy |
39,427
+3,425
| +10% | +$1.82M | 0.67% | 31 |
|
|
2024
Q4 | $16.3M | Sell |
36,002
-2,634
| -7% | -$1.19M | 0.51% | 40 |
|
|
2024
Q3 | $17.8M | Buy |
38,636
+4,285
| +12% | +$1.97M | 0.6% | 37 |
|
|
2024
Q2 | $14M | Sell |
34,351
-5,384
| -14% | -$2.19M | 0.49% | 42 |
|
|
2024
Q1 | $16.7M | Sell |
39,735
-4,070
| -9% | -$1.71M | 0.3% | 75 |
|
|
2023
Q4 | $16.1M | Buy |
43,805
+3,829
| +10% | +$1.41M | 0.53% | 38 |
|
|
2023
Q3 | $14M | Buy |
39,976
+3,804
| +11% | +$1.33M | 0.53% | 40 |
|
|
2023
Q2 | $12.3M | Buy |
36,172
+657
| +2% | +$224K | 0.46% | 45 |
|
|
2023
Q1 | $11M | Sell |
35,515
-4,717
| -12% | -$1.46M | 0.43% | 49 |
|
|
2022
Q4 | $12.4M | Buy |
40,232
+1,826
| +5% | +$564K | 0.7% | 27 |
|
|
2022
Q3 | $10.3M | Sell |
38,406
-27,405
| -42% | -$7.32M | 0.62% | 32 |
|
|
2022
Q2 | $18M | Buy |
65,811
+21,900
| +50% | +$5.98M | 0.74% | 25 |
|
|
2022
Q1 | $15.5M | Sell |
43,911
-14,980
| -25% | -$5.29M | 0.41% | 60 |
|
|
2021
Q4 | $17.6M | Buy |
58,891
+16,494
| +39% | +$4.93M | 0.39% | 63 |
|
|
2021
Q3 | $11.6M | Sell |
42,397
-36
| -0.1% | -$9.83K | 0.31% | 93 |
|
|
2021
Q2 | $11.8M | Sell |
42,433
-85,238
| -67% | -$23.7M | 0.32% | 86 |
|
|
2021
Q1 | $32.5M | Buy |
+127,671
| New | +$32.5M | 0.86% | 16 |
|