SWP
Stratos Wealth Partners’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 | $38M | Buy |
78,218
+4,615
| +6% | +$2.24M | 0.51% | 33 |
|
|
2025
Q1 | $39.2M | Sell |
73,603
-8,713
| -11% | -$4.64M | 0.6% | 28 |
|
|
2024
Q4 | $37.3M | Buy |
82,316
+4,721
| +6% | +$2.14M | 0.53% | 31 |
|
|
2024
Q3 | $35.7M | Buy |
77,595
+12,343
| +19% | +$5.68M | 0.52% | 29 |
|
|
2024
Q2 | $26.5M | Buy |
65,252
+306
| +0.5% | +$124K | 0.42% | 40 |
|
|
2024
Q1 | $27.3M | Buy |
64,946
+1,102
| +2% | +$463K | 0.45% | 37 |
|
|
2023
Q4 | $22.8M | Sell |
63,844
-175
| -0.3% | -$62.4K | 0.42% | 36 |
|
|
2023
Q3 | $22.4M | Buy |
64,019
+4,200
| +7% | +$1.47M | 0.48% | 34 |
|
|
2023
Q2 | $20.4M | Buy |
59,819
+4,671
| +8% | +$1.59M | 0.46% | 37 |
|
|
2023
Q1 | $17M | Sell |
55,148
-5,259
| -9% | -$1.62M | 0.45% | 39 |
|
|
2022
Q4 | $18.7M | Buy |
60,407
+1,968
| +3% | +$608K | 0.47% | 44 |
|
|
2022
Q3 | $15.6M | Sell |
58,439
-6,157
| -10% | -$1.64M | 0.44% | 46 |
|
|
2022
Q2 | $17.6M | Buy |
64,596
+5,006
| +8% | +$1.37M | 0.44% | 48 |
|
|
2022
Q1 | $21M | Buy |
59,590
+6,975
| +13% | +$2.46M | 0.47% | 39 |
|
|
2021
Q4 | $15.7M | Buy |
52,615
+2,145
| +4% | +$641K | 0.35% | 52 |
|
|
2021
Q3 | $13.8M | Sell |
50,470
-3,395
| -6% | -$927K | 0.35% | 51 |
|
|
2021
Q2 | $15M | Sell |
53,865
-774
| -1% | -$215K | 0.37% | 44 |
|
|
2021
Q1 | $14M | Buy |
54,639
+132
| +0.2% | +$33.7K | 0.39% | 46 |
|
|
2020
Q4 | $12.6M | Buy |
54,507
+2,584
| +5% | +$599K | 0.38% | 51 |
|
|
2020
Q3 | $11.1M | Buy |
51,923
+3,368
| +7% | +$717K | 0.36% | 56 |
|
|
2020
Q2 | $8.67M | Buy |
48,555
+3,870
| +9% | +$691K | 0.31% | 71 |
|
|
2020
Q1 | $8.17M | Sell |
44,685
-900
| -2% | -$165K | 0.37% | 57 |
|
|
2019
Q4 | $10.3M | Sell |
45,585
-2,374
| -5% | -$538K | 0.41% | 43 |
|
|
2019
Q3 | $9.98M | Buy |
47,959
+3,491
| +8% | +$726K | 0.43% | 43 |
|
|
2019
Q2 | $9.48M | Sell |
44,468
-227
| -0.5% | -$48.4K | 0.41% | 44 |
|
|
2019
Q1 | $8.98M | Sell |
44,695
-1,495
| -3% | -$300K | 0.4% | 44 |
|
|
2018
Q4 | $9.43M | Buy |
+46,190
| New | +$9.43M | 0.49% | 34 |
|
|
2018
Q3 | – | Sell |
-47,024
| Closed | -$8.78M | – | 2985 |
|
|
2018
Q2 | $8.78M | Sell |
47,024
-2,237
| -5% | -$418K | 0.39% | 49 |
|
|
2018
Q1 | $9.83M | Buy |
49,261
+5,132
| +12% | +$1.02M | 0.41% | 46 |
|
|
2017
Q4 | $8.75M | Buy |
44,129
+2,072
| +5% | +$411K | 0.39% | 47 |
|
|
2017
Q3 | $7.71M | Buy |
+42,057
| New | +$7.71M | 0.36% | 59 |
|
|
2017
Q1 | – | Sell |
-38,814
| Closed | -$6.33M | – | 819 |
|
|
2016
Q4 | $6.33M | Sell |
38,814
-4,849
| -11% | -$790K | 0.39% | 55 |
|
|
2016
Q3 | $6.31M | Buy |
+43,663
| New | +$6.31M | 0.43% | 52 |
|
|
2016
Q1 | – | Sell |
-31,504
| Closed | -$4.16M | – | 605 |
|
|
2015
Q4 | $4.16M | Buy |
31,504
+29,312
| +1,337% | +$3.87M | 0.35% | 59 |
|
|
2015
Q3 | $286K | Buy |
2,192
+54
| +3% | +$7.05K | 0.04% | 385 |
|
|
2015
Q2 | $291K | Buy |
+2,138
| New | +$291K | 0.04% | 378 |
|
|
2014
Q3 | – | Sell |
-14,138
| Closed | -$1.79M | – | 345 |
|
|
2014
Q2 | $1.79M | Buy |
+14,138
| New | +$1.79M | 0.6% | 47 |
|