SFG
Sterling Financial Group’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 | $1.81M | Sell |
3,721
-23
| -0.6% | -$11.2K | 0.61% | 25 |
|
2025
Q1 | $1.99M | Sell |
3,744
-162
| -4% | -$86.3K | 0.72% | 22 |
|
2024
Q4 | $1.77M | Sell |
3,906
-29
| -0.7% | -$13.1K | 0.66% | 23 |
|
2024
Q3 | $1.81M | Hold |
3,935
| – | – | 0.77% | 17 |
|
2024
Q2 | $1.6M | Hold |
3,935
| – | – | 0.73% | 17 |
|
2024
Q1 | $1.65M | Buy |
3,935
+2,095
| +114% | +$881K | 0.79% | 16 |
|
2023
Q4 | $656K | Buy |
1,840
+467
| +34% | +$167K | 0.39% | 33 |
|
2023
Q3 | $481K | Sell |
1,373
-19
| -1% | -$6.66K | 0.3% | 35 |
|
2023
Q2 | $475K | Sell |
1,392
-21
| -1% | -$7.16K | 0.31% | 34 |
|
2023
Q1 | $436K | Hold |
1,413
| – | – | 0.33% | 31 |
|
2022
Q4 | $436K | Buy |
+1,413
| New | +$436K | 0.33% | 31 |
|