SFPG
Stonebridge Financial Planning 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 | $336K | Buy |
691
+20
| +3% | +$9.72K | 0.14% | 136 |
|
|
2025
Q1 | $357K | Hold |
671
| – | – | 0.16% | 126 |
|
|
2024
Q4 | $304K | Sell |
671
-59
| -8% | -$26.7K | 0.14% | 139 |
|
|
2024
Q3 | $336K | Sell |
730
-130
| -15% | -$59.8K | 0.16% | 129 |
|
|
2024
Q2 | $350K | Hold |
860
| – | – | 0.18% | 123 |
|
|
2024
Q1 | $362K | Hold |
860
| – | – | 0.19% | 120 |
|
|
2023
Q4 | $307K | Hold |
860
| – | – | 0.18% | 119 |
|
|
2023
Q3 | $301K | Hold |
860
| – | – | 0.19% | 113 |
|
|
2023
Q2 | $293K | Sell |
860
-32
| -4% | -$10.9K | 0.18% | 112 |
|
|
2023
Q1 | $276K | Buy |
892
+14
| +2% | +$4.33K | 0.18% | 106 |
|
|
2022
Q4 | $271K | Sell |
878
-30
| -3% | -$9.27K | 0.18% | 106 |
|
|
2022
Q3 | $242K | Hold |
908
| – | – | 0.17% | 106 |
|
|
2022
Q2 | $248K | Hold |
908
| – | – | 0.17% | 100 |
|
|
2022
Q1 | $320K | Hold |
908
| – | – | 0.18% | 85 |
|
|
2021
Q4 | $284K | Sell |
908
-30
| -3% | -$9.38K | 0.15% | 99 |
|
|
2021
Q3 | $271K | Hold |
938
| – | – | 0.13% | 106 |
|
|
2021
Q2 | $263K | Hold |
938
| – | – | 0.14% | 102 |
|
|
2021
Q1 | $251K | Hold |
938
| – | – | 0.15% | 97 |
|
|
2020
Q4 | $217K | Hold |
938
| – | – | 0.14% | 98 |
|
|
2020
Q3 | $199K | Hold |
938
| – | – | 0.14% | 91 |
|
|
2020
Q2 | $168K | Buy |
938
+18
| +2% | +$3.22K | 0.14% | 98 |
|
|
2020
Q1 | $176K | Buy |
920
+100
| +12% | +$19.1K | 0.18% | 85 |
|
|
2019
Q4 | $186K | Buy |
+820
| New | +$186K | 0.17% | 92 |
|