Summit Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $78.3M | Buy |
161,269
+13,345
| +9% | +$6.48M | 1.77% | 10 |
|
|
2025
Q1 | $78.8M | Buy |
147,924
+105,739
| +251% | +$56.3M | 2.21% | 5 |
|
|
2024
Q4 | $19.1M | Buy |
42,185
+8,359
| +25% | +$3.79M | 0.67% | 23 |
|
|
2024
Q3 | $15.6M | Buy |
33,826
+8,523
| +34% | +$3.92M | 0.61% | 25 |
|
|
2024
Q2 | $10.3M | Buy |
25,303
+7,100
| +39% | +$2.89M | 0.47% | 35 |
|
|
2024
Q1 | $7.65M | Buy |
18,203
+2,134
| +13% | +$897K | 0.45% | 29 |
|
|
2023
Q4 | $5.73M | Buy |
16,069
+497
| +3% | +$177K | 0.37% | 35 |
|
|
2023
Q3 | $5.45M | Buy |
15,572
+189
| +1% | +$66.2K | 0.4% | 34 |
|
|
2023
Q2 | $5.25M | Sell |
15,383
-1,882
| -11% | -$642K | 0.38% | 33 |
|
|
2023
Q1 | $5.33M | Buy |
17,265
+1,896
| +12% | +$585K | 0.47% | 22 |
|
|
2022
Q4 | $4.75M | Buy |
15,369
+415
| +3% | +$128K | 0.45% | 23 |
|
|
2022
Q3 | $3.99M | Buy |
14,954
+3,016
| +25% | +$805K | 0.38% | 29 |
|
|
2022
Q2 | $3.26M | Sell |
11,938
-106
| -0.9% | -$28.9K | 0.31% | 39 |
|
|
2022
Q1 | $4.25M | Buy |
12,044
+1,068
| +10% | +$377K | 0.33% | 31 |
|
|
2021
Q4 | $3.28M | Buy |
10,976
+327
| +3% | +$97.8K | 0.25% | 39 |
|
|
2021
Q3 | $2.91M | Buy |
10,649
+7,633
| +253% | +$2.08M | 0.25% | 37 |
|
|
2021
Q2 | $838K | Buy |
+3,016
| New | +$838K | 0.08% | 57 |
|