Summit Investment Advisory Services’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 | – | Sell |
-633
| Closed | -$337K | – | 60 |
|
|
2025
Q1 | $337K | Buy |
633
+91
| +17% | +$48.5K | 0.17% | 49 |
|
|
2024
Q4 | $246K | Buy |
542
+16
| +3% | +$7.25K | 0.13% | 61 |
|
|
2024
Q3 | $242K | Buy |
+526
| New | +$242K | 0.13% | 59 |
|
|
2024
Q2 | – | Sell |
-613
| Closed | -$258K | – | 45 |
|
|
2024
Q1 | $258K | Buy |
+613
| New | +$258K | 0.15% | 55 |
|