Strategic Wealth Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,427
| Closed | -$647K | – | 60 |
|
|
2024
Q4 | $647K | Buy |
1,427
+100
| +8% | +$45.3K | 0.07% | 87 |
|
|
2024
Q3 | $607K | Sell |
1,327
-1,207
| -48% | -$552K | 0.07% | 92 |
|
|
2024
Q2 | $1.03M | Buy |
+2,534
| New | +$1.03M | 0.13% | 70 |
|
|
2023
Q4 | $949K | Buy |
2,661
+312
| +13% | +$111K | 0.14% | 58 |
|
|
2023
Q3 | $823K | Buy |
2,349
+98
| +4% | +$34.3K | 0.15% | 60 |
|
|
2023
Q2 | $768K | Sell |
2,251
-2,298
| -51% | -$784K | 0.12% | 77 |
|
|
2023
Q1 | $1.4M | Buy |
4,549
+2,125
| +88% | +$656K | 0.26% | 60 |
|
|
2022
Q4 | $747K | Buy |
2,424
+54
| +2% | +$16.6K | 0.17% | 61 |
|
|
2022
Q3 | $633K | Buy |
2,370
+1,372
| +137% | +$366K | 0.18% | 61 |
|
|
2022
Q2 | $272K | Sell |
998
-1,368
| -58% | -$373K | 0.07% | 111 |
|
|
2022
Q1 | $835K | Sell |
2,366
-33
| -1% | -$11.6K | 0.2% | 55 |
|
|
2021
Q4 | $717K | Sell |
2,399
-728
| -23% | -$218K | 0.19% | 56 |
|
|
2021
Q3 | $854K | Buy |
3,127
+637
| +26% | +$174K | 0.26% | 53 |
|
|
2021
Q2 | $692K | Buy |
2,490
+320
| +15% | +$88.9K | 0.25% | 51 |
|
|
2021
Q1 | $554K | Sell |
2,170
-6
| -0.3% | -$1.53K | 0.27% | 51 |
|
|
2020
Q4 | $505K | Buy |
2,176
+7
| +0.3% | +$1.63K | 0.3% | 54 |
|
|
2020
Q3 | $462K | Buy |
2,169
+18
| +0.8% | +$3.83K | 0.35% | 57 |
|
|
2020
Q2 | $384K | Sell |
2,151
-589
| -21% | -$105K | 0.38% | 60 |
|
|
2020
Q1 | $501K | Buy |
2,740
+1,735
| +173% | +$317K | 0.82% | 30 |
|
|
2019
Q4 | $228K | Buy |
+1,005
| New | +$228K | 0.24% | 51 |
|