Summit Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.3M | Hold |
3,102
| – | – | 0.46% | 62 |
|
|
2023
Q4 | $1.11M | Hold |
3,102
| – | – | 0.42% | 69 |
|
|
2023
Q3 | $1.09M | Hold |
3,102
| – | – | 0.46% | 65 |
|
|
2023
Q2 | $1.06M | Hold |
3,102
| – | – | 0.41% | 75 |
|
|
2023
Q1 | $958K | Hold |
3,102
| – | – | 0.36% | 78 |
|
|
2022
Q4 | $958K | Hold |
3,102
| – | – | 0.38% | 79 |
|
|
2022
Q3 | $828K | Hold |
3,102
| – | – | 0.34% | 84 |
|
|
2022
Q2 | $847K | Sell |
3,102
-62
| -2% | -$16.9K | 0.33% | 86 |
|
|
2022
Q1 | $1.12M | Hold |
3,164
| – | – | 0.38% | 75 |
|
|
2021
Q4 | $946K | Hold |
3,164
| – | – | 0.31% | 84 |
|
|
2021
Q3 | $864K | Hold |
3,164
| – | – | 0.31% | 84 |
|
|
2021
Q2 | $879K | Sell |
3,164
-50
| -2% | -$13.9K | 0.33% | 80 |
|
|
2021
Q1 | $821K | Sell |
3,214
-50
| -2% | -$12.8K | 0.34% | 77 |
|
|
2020
Q4 | $757K | Hold |
3,264
| – | – | 0.33% | 75 |
|
|
2020
Q3 | $695K | Hold |
3,264
| – | – | 0.34% | 73 |
|
|
2020
Q2 | $583K | Hold |
3,264
| – | – | 0.3% | 76 |
|
|
2020
Q1 | $597K | Hold |
3,264
| – | – | 0.36% | 68 |
|
|
2019
Q4 | $739K | Sell |
3,264
-175
| -5% | -$39.6K | 0.35% | 68 |
|
|
2019
Q3 | $716K | Sell |
3,439
-2,175
| -39% | -$453K | 0.36% | 68 |
|
|
2019
Q2 | $1.2M | Sell |
5,614
-100
| -2% | -$21.3K | 0.54% | 51 |
|
|
2019
Q1 | $1.15M | Hold |
5,714
| – | – | 0.9% | 37 |
|
|
2018
Q4 | $1.17M | Hold |
5,714
| – | – | 0.99% | 30 |
|
|
2018
Q3 | $1.22M | Hold |
5,714
| – | – | 0.91% | 36 |
|
|
2018
Q2 | $1.07M | Hold |
5,714
| – | – | 0.83% | 39 |
|
|
2018
Q1 | $1.14M | Hold |
5,714
| – | – | 0.89% | 39 |
|
|
2017
Q4 | $1.13M | Sell |
5,714
-895
| -14% | -$177K | 0.93% | 39 |
|
|
2017
Q3 | $1.21M | Buy |
6,609
+850
| +15% | +$156K | 1.01% | 33 |
|
|
2017
Q2 | $975K | Buy |
+5,759
| New | +$975K | 0.84% | 42 |
|