Strategic Financial Services’s Berkshire Hathaway Class B BRK.B Stock Holding History

Strategic Financial Services’s Portfolio BRK.B Stock Details BRK.B Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.19M	Buy	4,500 +185	+4%	+$89.9K	0.12%	43
2025 Q1	$2.3M	Sell	4,315 -50	-1%	-$26.6K	0.13%	42
2024 Q4	$1.98M	Buy	4,365 +32	+0.7%	+$14.5K	0.12%	50
2024 Q3	$1.99M	Sell	4,333 -166	-4%	-$76.4K	0.12%	42
2024 Q2	$1.83M	Buy	4,499 +1,500	+50%	+$610K	0.12%	43
2024 Q1	$1.26M	Buy	2,999 +90	+3%	+$37.8K	0.08%	55
2023 Q4	$1.04M	Sell	2,909 -994	-25%	-$355K	0.07%	62
2023 Q3	$1.37M	Sell	3,903 -396	-9%	-$139K	0.11%	55
2023 Q2	$1.54M	Hold	4,299	–	–	0.11%	55
2023 Q1	$1.33M	Buy	4,299 +50	+1%	+$15.4K	0.1%	61
2022 Q4	$1.31M	Sell	4,249 -7	-0.2%	-$2.16K	0.1%	61
2022 Q3	$1.14M	Buy	4,256 +273	+7%	+$72.9K	0.1%	67
2022 Q2	$1.09M	Hold	3,983	–	–	0.09%	72
2022 Q1	$1.41M	Buy	3,983 +430	+12%	+$152K	0.11%	71
2021 Q4	$1.06M	Buy	3,553 +6	+0.2%	+$1.79K	0.08%	76
2021 Q3	$968K	Buy	3,547 +104	+3%	+$28.4K	0.08%	74
2021 Q2	$957K	Sell	3,443 -39	-1%	-$10.8K	0.08%	76
2021 Q1	$890K	Hold	3,482	–	–	0.08%	77
2020 Q4	$807K	Sell	3,482 -186	-5%	-$43.1K	0.07%	79
2020 Q3	$781K	Sell	3,668 -49	-1%	-$10.4K	0.08%	76
2020 Q2	$664K	Buy	3,717 +126	+4%	+$22.5K	0.07%	77
2020 Q1	$657K	Buy	3,591 +285	+9%	+$52.1K	0.09%	76
2019 Q4	$749K	Sell	3,306 -1,107	-25%	-$251K	0.09%	91
2019 Q3	$918K	Sell	4,413 -350	-7%	-$72.8K	0.12%	95
2019 Q2	$1.02M	Buy	4,763 +2,175	+84%	+$463K	0.13%	90
2019 Q1	$520K	Hold	2,588	–	–	0.07%	101
2018 Q4	$528K	Buy	2,588 +285	+12%	+$58.1K	0.08%	101
2018 Q3	$493K	Sell	2,303 -10	-0.4%	-$2.14K	0.07%	98
2018 Q2	$432K	Buy	2,313 +10	+0.4%	+$1.87K	0.07%	103
2018 Q1	$459K	Buy	2,303 +596	+35%	+$119K	0.07%	95
2017 Q4	$338K	Buy	1,707 +579	+51%	+$115K	0.05%	107
2017 Q3	$207K	Buy	+1,128	New	+$207K	0.03%	117
2017 Q2	–	Sell	-1,278	Closed	-$213K	–	117
2017 Q1	$213K	Buy	+1,278	New	+$213K	0.04%	112