Steward Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $321K | Hold |
919
| – | – | 0.1% | 54 |
|
|
2023
Q2 | $313K | Hold |
919
| – | – | 0.1% | 51 |
|
|
2023
Q1 | $283K | Buy |
919
+165
| +22% | +$50.8K | 0.09% | 36 |
|
|
2022
Q4 | $232K | Hold |
754
| – | – | 0.12% | 35 |
|
|
2022
Q3 | $201K | Sell |
754
-26
| -3% | -$6.93K | 0.15% | 50 |
|
|
2022
Q2 | $212K | Buy |
780
+13
| +2% | +$3.53K | 0.18% | 35 |
|
|
2022
Q1 | $270K | Hold |
767
| – | – | 0.24% | 26 |
|
|
2021
Q4 | $229K | Buy |
+767
| New | +$229K | 0.21% | 28 |
|