Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $88M | Buy |
181,069
+1,061
| +0.6% | +$515K | 0.69% | 19 |
|
|
2025
Q1 | $95.9M | Sell |
180,008
-5,129
| -3% | -$2.73M | 0.85% | 15 |
|
|
2024
Q4 | $83.9M | Buy |
185,137
+748
| +0.4% | +$339K | 0.74% | 20 |
|
|
2024
Q3 | $84.9M | Buy |
184,389
+27,471
| +18% | +$12.6M | 0.78% | 16 |
|
|
2024
Q2 | $63.8M | Buy |
156,918
+7,536
| +5% | +$3.07M | 0.67% | 21 |
|
|
2024
Q1 | $62.8M | Buy |
149,382
+30,158
| +25% | +$12.7M | 0.69% | 21 |
|
|
2023
Q4 | $42.5M | Buy |
119,224
+4,343
| +4% | +$1.55M | 0.58% | 27 |
|
|
2023
Q3 | $40.2M | Buy |
114,881
+5,642
| +5% | +$1.98M | 0.62% | 26 |
|
|
2023
Q2 | $37.3M | Buy |
109,239
+2,783
| +3% | +$949K | 0.56% | 32 |
|
|
2023
Q1 | $32.9M | Buy |
106,456
+1,455
| +1% | +$449K | 0.53% | 32 |
|
|
2022
Q4 | $32.4M | Buy |
105,001
+6,550
| +7% | +$2.02M | 0.55% | 31 |
|
|
2022
Q3 | $26.3M | Buy |
98,451
+10,816
| +12% | +$2.89M | 0.49% | 37 |
|
|
2022
Q2 | $23.9M | Buy |
87,635
+2,214
| +3% | +$604K | 0.44% | 45 |
|
|
2022
Q1 | $30.1M | Buy |
85,421
+945
| +1% | +$334K | 0.47% | 39 |
|
|
2021
Q4 | $25.3M | Buy |
84,476
+33
| +0% | +$9.87K | 0.38% | 51 |
|
|
2021
Q3 | $23M | Buy |
84,443
+588
| +0.7% | +$160K | 0.4% | 47 |
|
|
2021
Q2 | $23.3M | Sell |
83,855
-14,595
| -15% | -$4.06M | 0.39% | 45 |
|
|
2021
Q1 | $25.2M | Buy |
98,450
+13,592
| +16% | +$3.47M | 0.44% | 43 |
|
|
2020
Q4 | $19.7M | Sell |
84,858
-4,837
| -5% | -$1.12M | 0.43% | 49 |
|
|
2020
Q3 | $19.1M | Buy |
89,695
+6,090
| +7% | +$1.3M | 0.48% | 44 |
|
|
2020
Q2 | $14.9M | Buy |
83,605
+14,377
| +21% | +$2.57M | 0.43% | 52 |
|
|
2020
Q1 | $12.7M | Buy |
69,228
+4,618
| +7% | +$844K | 0.46% | 48 |
|
|
2019
Q4 | $14.6M | Sell |
64,610
-29
| -0% | -$6.57K | 0.43% | 53 |
|
|
2019
Q3 | $13.4M | Buy |
64,639
+1,512
| +2% | +$315K | 0.45% | 53 |
|
|
2019
Q2 | $13.5M | Buy |
63,127
+5,007
| +9% | +$1.07M | 0.49% | 48 |
|
|
2019
Q1 | $11.7M | Buy |
58,120
+1,644
| +3% | +$330K | 0.49% | 48 |
|
|
2018
Q4 | $11.5M | Buy |
56,476
+5,910
| +12% | +$1.21M | 0.56% | 40 |
|
|
2018
Q3 | $10.8M | Buy |
50,566
+3,474
| +7% | +$744K | 0.52% | 34 |
|
|
2018
Q2 | $8.79M | Buy |
47,092
+8,570
| +22% | +$1.6M | 0.52% | 35 |
|
|
2018
Q1 | $7.68M | Buy |
38,522
+1,683
| +5% | +$336K | 0.53% | 34 |
|
|
2017
Q4 | $7.3M | Sell |
36,839
-1,043
| -3% | -$207K | 0.56% | 36 |
|
|
2017
Q3 | $6.94M | Buy |
37,882
+1,375
| +4% | +$252K | 0.71% | 31 |
|
|
2017
Q2 | $6.18M | Buy |
36,507
+2,219
| +6% | +$376K | 0.69% | 34 |
|
|
2017
Q1 | $5.72M | Buy |
34,288
+30,826
| +890% | +$5.14M | 0.86% | 31 |
|
|
2016
Q4 | $564K | Buy |
+3,462
| New | +$564K | 0.26% | 94 |
|