SFS
Summit Financial Strategies’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 | $12.8M | Sell |
26,389
-108
| -0.4% | -$52.5K | 1.19% | 17 |
|
|
2025
Q1 | $14.1M | Sell |
26,497
-3,286
| -11% | -$1.75M | 1.42% | 17 |
|
|
2024
Q4 | $13.5M | Sell |
29,783
-722
| -2% | -$327K | 1.49% | 16 |
|
|
2024
Q3 | $14M | Sell |
30,505
-472
| -2% | -$217K | 1.58% | 16 |
|
|
2024
Q2 | $12.6M | Sell |
30,977
-701
| -2% | -$285K | 1.57% | 16 |
|
|
2024
Q1 | $13.3M | Sell |
31,678
-1,486
| -4% | -$625K | 1.86% | 12 |
|
|
2023
Q4 | $11.8M | Sell |
33,164
-1,660
| -5% | -$592K | 1.81% | 13 |
|
|
2023
Q3 | $12.2M | Sell |
34,824
-339
| -1% | -$119K | 2.32% | 10 |
|
|
2023
Q2 | $12M | Sell |
35,163
-781
| -2% | -$266K | 2.24% | 11 |
|
|
2023
Q1 | $11.1M | Sell |
35,944
-653
| -2% | -$202K | 2.19% | 10 |
|
|
2022
Q4 | $11.3M | Sell |
36,597
-126
| -0.3% | -$38.9K | 2.43% | 10 |
|
|
2022
Q3 | $9.81M | Buy |
36,723
+26
| +0.1% | +$6.94K | 2.33% | 10 |
|
|
2022
Q2 | $10M | Sell |
36,697
-425
| -1% | -$116K | 2.35% | 12 |
|
|
2022
Q1 | $13.1M | Sell |
37,122
-1,086
| -3% | -$383K | 2.64% | 12 |
|
|
2021
Q4 | $11.4M | Sell |
38,208
-840
| -2% | -$251K | 2.21% | 12 |
|
|
2021
Q3 | $10.7M | Sell |
39,048
-485
| -1% | -$132K | 2.04% | 12 |
|
|
2021
Q2 | $11M | Buy |
39,533
+6,154
| +18% | +$1.71M | 2.18% | 12 |
|
|
2021
Q1 | $8.53M | Sell |
33,379
-1,804
| -5% | -$461K | 3.05% | 10 |
|
|
2020
Q4 | $8.16M | Sell |
35,183
-1,482
| -4% | -$344K | 2.8% | 11 |
|
|
2020
Q3 | $7.81M | Sell |
36,665
-1,044
| -3% | -$222K | 3.18% | 10 |
|
|
2020
Q2 | $6.73M | Sell |
37,709
-101
| -0.3% | -$18K | 2.99% | 10 |
|
|
2020
Q1 | $6.91M | Buy |
37,810
+75
| +0.2% | +$13.7K | 3.75% | 10 |
|
|
2019
Q4 | $8.55M | Sell |
37,735
-1,067
| -3% | -$242K | 4.18% | 9 |
|
|
2019
Q3 | $8.07M | Sell |
38,802
-802
| -2% | -$167K | 3.88% | 10 |
|
|
2019
Q2 | $8.44M | Sell |
39,604
-951
| -2% | -$203K | 4.1% | 10 |
|
|
2019
Q1 | $8.02M | Buy |
40,555
+387
| +1% | +$76.6K | 4.07% | 10 |
|
|
2018
Q4 | $8.2M | Sell |
40,168
-1,326
| -3% | -$271K | 4.6% | 9 |
|
|
2018
Q3 | $8.88M | Buy |
41,494
+134
| +0.3% | +$28.7K | 4.05% | 11 |
|
|
2018
Q2 | $7.72M | Sell |
41,360
-633
| -2% | -$118K | 3.75% | 11 |
|
|
2018
Q1 | $8.38M | Buy |
41,993
+2,629
| +7% | +$524K | 4.34% | 10 |
|
|
2017
Q4 | $7.8M | Buy |
39,364
+38,230
| +3,371% | +$7.58M | 4.08% | 10 |
|
|
2017
Q3 | $208K | Buy |
+1,134
| New | +$208K | 0.12% | 49 |
|
|
2016
Q1 | – | Sell |
-40,437
| Closed | -$5.34M | – | 45 |
|
|
2015
Q4 | $5.34M | Buy |
+40,437
| New | +$5.34M | 4.15% | 8 |
|
|
2015
Q2 | – | Sell |
-2,234
| Closed | -$322K | – | 44 |
|
|
2015
Q1 | $322K | Sell |
2,234
-41,133
| -95% | -$5.93M | 0.26% | 27 |
|
|
2014
Q4 | $6.51M | Buy |
+43,367
| New | +$6.51M | 5.27% | 8 |
|