Strategic Wealth Partners’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 | $5.06M | Buy |
+10,407
| New | +$5.06M | 0.4% | 72 |
|
|
2024
Q4 | $5.29M | Sell |
11,005
-190
| -2% | -$91.3K | 0.44% | 79 |
|
|
2024
Q3 | $5.15M | Buy |
11,195
+202
| +2% | +$93K | 0.5% | 64 |
|
|
2024
Q2 | $4.47M | Buy |
10,993
+2,468
| +29% | +$1M | 0.47% | 73 |
|
|
2024
Q1 | $3.58M | Sell |
8,525
-1,156
| -12% | -$486K | 0.39% | 81 |
|
|
2023
Q4 | $3.45M | Sell |
9,681
-3,283
| -25% | -$1.17M | 0.43% | 78 |
|
|
2023
Q3 | $4.54M | Sell |
12,964
-495
| -4% | -$173K | 0.6% | 40 |
|
|
2023
Q2 | $4.59M | Sell |
13,459
-1,375
| -9% | -$469K | 0.59% | 41 |
|
|
2023
Q1 | $4.58M | Buy |
14,834
+321
| +2% | +$99.1K | 0.7% | 29 |
|
|
2022
Q4 | $4.48M | Sell |
14,513
-537
| -4% | -$166K | 0.83% | 29 |
|
|
2022
Q3 | $4.02M | Sell |
15,050
-277
| -2% | -$74K | 0.85% | 26 |
|
|
2022
Q2 | $4.19M | Sell |
15,327
-164
| -1% | -$44.8K | 0.9% | 23 |
|
|
2022
Q1 | $5.47M | Sell |
15,491
-1,753
| -10% | -$619K | 1.07% | 19 |
|
|
2021
Q4 | $5.16M | Buy |
17,244
+11,589
| +205% | +$3.47M | 0.98% | 20 |
|
|
2021
Q3 | $1.54M | Buy |
5,655
+603
| +12% | +$165K | 0.45% | 59 |
|
|
2021
Q2 | $1.4M | Buy |
5,052
+2,805
| +125% | +$780K | 0.46% | 53 |
|
|
2021
Q1 | $574K | Hold |
2,247
| – | – | 0.23% | 108 |
|
|
2020
Q4 | $521K | Sell |
2,247
-31
| -1% | -$7.19K | 0.22% | 114 |
|
|
2020
Q3 | $485K | Sell |
2,278
-76
| -3% | -$16.2K | 0.25% | 98 |
|
|
2020
Q2 | $420K | Sell |
2,354
-1,935
| -45% | -$345K | 0.22% | 104 |
|
|
2020
Q1 | $972K | Buy |
+4,289
| New | +$972K | 0.51% | 59 |
|
|
2019
Q4 | – | Sell |
-4,567
| Closed | -$38.3K | – | 177 |
|
|
2019
Q3 | $38.3K | Buy |
4,567
+12
| +0.3% | +$101 | 0.2% | 94 |
|
|
2019
Q2 | $971K | Sell |
4,555
-418
| -8% | -$89.1K | 0.47% | 64 |
|
|
2019
Q1 | $1.02M | Buy |
4,973
+70
| +1% | +$14.3K | 0.47% | 66 |
|
|
2018
Q4 | $962K | Sell |
4,903
-91
| -2% | -$17.9K | 0.49% | 65 |
|
|
2018
Q3 | $1.07M | Sell |
4,994
-382
| -7% | -$81.8K | 0.57% | 59 |
|
|
2018
Q2 | $1M | Sell |
5,376
-3,154
| -37% | -$588K | 0.58% | 53 |
|
|
2018
Q1 | $1.7M | Sell |
8,530
-905
| -10% | -$181K | 0.88% | 29 |
|
|
2017
Q4 | $1.74M | Buy |
+9,435
| New | +$1.74M | 0.97% | 24 |
|