Summit Wealth & Retirement Planning’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 | $1.89M | Buy |
3,883
+1,864
| +92% | +$905K | 0.51% | 27 |
|
|
2025
Q1 | $1.08M | Buy |
2,019
+71
| +4% | +$37.8K | 0.33% | 29 |
|
|
2024
Q4 | $883K | Buy |
1,948
+280
| +17% | +$127K | 0.27% | 28 |
|
|
2024
Q3 | $768K | Sell |
1,668
-617
| -27% | -$284K | 0.25% | 27 |
|
|
2024
Q2 | $930K | Buy |
2,285
+571
| +33% | +$232K | 0.32% | 25 |
|
|
2024
Q1 | $721K | Buy |
1,714
+643
| +60% | +$270K | 0.26% | 28 |
|
|
2023
Q4 | $382K | Hold |
1,071
| – | – | 0.16% | 39 |
|
|
2023
Q3 | $375K | Hold |
1,071
| – | – | 0.15% | 42 |
|
|
2023
Q2 | $365K | Buy |
1,071
+31
| +3% | +$10.6K | 0.14% | 46 |
|
|
2023
Q1 | $321K | Hold |
1,040
| – | – | 0.12% | 78 |
|
|
2022
Q4 | $321K | Hold |
1,040
| – | – | 0.13% | 79 |
|
|
2022
Q3 | $278K | Hold |
1,040
| – | – | 0.11% | 89 |
|
|
2022
Q2 | $284K | Buy |
+1,040
| New | +$284K | 0.11% | 92 |
|
|
2020
Q3 | – | Sell |
-2,271
| Closed | -$405K | – | 106 |
|
|
2020
Q2 | $405K | Sell |
2,271
-634
| -22% | -$113K | 0.19% | 83 |
|
|
2020
Q1 | $531K | Sell |
2,905
-1,097
| -27% | -$201K | 0.28% | 65 |
|
|
2019
Q4 | $906K | Sell |
4,002
-1,238
| -24% | -$280K | 0.4% | 50 |
|
|
2019
Q3 | $1.09M | Hold |
5,240
| – | – | 0.66% | 35 |
|
|
2019
Q2 | $1.12M | Hold |
5,240
| – | – | 0.65% | 36 |
|
|
2019
Q1 | $1.05M | Buy |
+5,240
| New | +$1.05M | 0.63% | 40 |
|