SWM
Sugarloaf Wealth Management’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $925K | Buy |
2,040
+84
| +4% | +$38.1K | 0.17% | 63 |
|
|
2024
Q3 | $900K | Sell |
1,956
-186
| -9% | -$85.6K | 0.17% | 61 |
|
|
2024
Q2 | $871K | Buy |
2,142
+7
| +0.3% | +$2.85K | 0.18% | 61 |
|
|
2024
Q1 | $898K | Buy |
2,135
+67
| +3% | +$28.2K | 0.19% | 61 |
|
|
2023
Q4 | $738K | Buy |
2,068
+23
| +1% | +$8.2K | 0.18% | 65 |
|
|
2023
Q3 | $716K | Sell |
2,045
-116
| -5% | -$40.6K | 0.18% | 64 |
|
|
2023
Q2 | $737K | Buy |
2,161
+200
| +10% | +$68.2K | 0.17% | 62 |
|
|
2023
Q1 | $605K | Buy |
1,961
+78
| +4% | +$24.1K | 0.15% | 67 |
|
|
2022
Q4 | $582K | Buy |
1,883
+2
| +0.1% | +$618 | 0.15% | 66 |
|
|
2022
Q3 | $503K | Sell |
1,881
-45
| -2% | -$12K | 0.13% | 79 |
|
|
2022
Q2 | $526K | Buy |
1,926
+194
| +11% | +$53K | 0.13% | 72 |
|
|
2022
Q1 | $611K | Hold |
1,732
| – | – | 0.14% | 63 |
|
|
2021
Q4 | $518K | Sell |
1,732
-100
| -5% | -$29.9K | 0.12% | 69 |
|
|
2021
Q3 | $500K | Hold |
1,832
| – | – | 0.13% | 66 |
|
|
2021
Q2 | $509K | Buy |
1,832
+43
| +2% | +$11.9K | 0.14% | 67 |
|
|
2021
Q1 | $457 | Sell |
1,789
-636
| -26% | -$162 | 0.14% | 71 |
|
|
2020
Q4 | $562K | Hold |
2,425
| – | – | 0.19% | 62 |
|
|
2020
Q3 | $516K | Hold |
2,425
| – | – | 0.19% | 64 |
|
|
2020
Q2 | $433K | Hold |
2,425
| – | – | 0.17% | 72 |
|
|
2020
Q1 | $443K | Sell |
2,425
-75
| -3% | -$13.7K | 0.2% | 66 |
|
|
2019
Q4 | $566K | Buy |
+2,500
| New | +$566K | 0.24% | 71 |
|