SFWA
Summit Financial Wealth Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $880K | Sell |
1,652
-88
| -5% | -$46.9K | 0.17% | 64 |
|
|
2024
Q4 | $808K | Buy |
1,740
+1,111
| +177% | +$516K | 0.16% | 70 |
|
|
2024
Q3 | $290K | Sell |
629
-20
| -3% | -$9.21K | 0.05% | 122 |
|
|
2024
Q2 | $264K | Buy |
649
+40
| +7% | +$16.3K | 0.05% | 118 |
|
|
2024
Q1 | $256K | Buy |
+609
| New | +$256K | 0.05% | 115 |
|
|
2020
Q1 | – | Sell |
-913
| Closed | -$203K | – | 124 |
|
|
2019
Q4 | $203K | Buy |
+913
| New | +$203K | 0.05% | 131 |
|
|
2019
Q1 | – | Sell |
-1,150
| Closed | -$235K | – | 136 |
|
|
2018
Q4 | $235K | Sell |
1,150
-663
| -37% | -$135K | 0.08% | 113 |
|
|
2018
Q3 | $371K | Sell |
1,813
-11,123
| -86% | -$2.28M | 0.11% | 91 |
|
|
2018
Q2 | $2.58M | Sell |
12,936
-2,700
| -17% | -$538K | 0.86% | 37 |
|
|
2018
Q1 | $3.12M | Sell |
15,636
-951
| -6% | -$190K | 1.03% | 33 |
|
|
2017
Q4 | $3.29M | Sell |
16,587
-255
| -2% | -$50.5K | 1.13% | 26 |
|
|
2017
Q3 | $3.09M | Sell |
16,842
-54
| -0.3% | -$9.9K | 1.12% | 27 |
|
|
2017
Q2 | $2.86M | Sell |
16,896
-360
| -2% | -$61K | 1.13% | 27 |
|
|
2017
Q1 | $2.88M | Sell |
17,256
-606
| -3% | -$101K | 1.26% | 23 |
|
|
2016
Q4 | $2.91M | Sell |
17,862
-45
| -0.3% | -$7.33K | 1.28% | 27 |
|
|
2016
Q3 | $2.59M | Sell |
17,907
-7,057
| -28% | -$1.02M | 1.12% | 32 |
|
|
2016
Q2 | $3.62M | Sell |
24,964
-5,000
| -17% | -$724K | 1.51% | 20 |
|
|
2016
Q1 | $4.25M | Buy |
29,964
+6,850
| +30% | +$972K | 1.86% | 16 |
|
|
2015
Q4 | $3.05M | Buy |
+23,114
| New | +$3.05M | 1.4% | 25 |
|