Summit X LLC’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 | $3.47M | Buy |
7,144
+3,747
| +110% | +$1.82M | 0.65% | 34 |
|
2025
Q1 | $1.81M | Sell |
3,397
-63
| -2% | -$33.6K | 0.38% | 52 |
|
2024
Q4 | $1.57M | Sell |
3,460
-28
| -0.8% | -$12.7K | 0.35% | 61 |
|
2024
Q3 | $1.42M | Sell |
3,488
-775
| -18% | -$316K | 0.35% | 63 |
|
2024
Q2 | $1.76M | Buy |
4,263
+726
| +21% | +$299K | 0.39% | 51 |
|
2024
Q1 | $1.49M | Buy |
3,537
+46
| +1% | +$19.3K | 0.38% | 55 |
|
2023
Q4 | $1.25M | Buy |
3,491
+183
| +6% | +$65.3K | 0.35% | 62 |
|
2023
Q3 | $1.16M | Sell |
3,308
-5,049
| -60% | -$1.77M | 0.37% | 57 |
|
2023
Q2 | $2.85M | Sell |
8,357
-89
| -1% | -$30.4K | 0.69% | 26 |
|
2023
Q1 | $2.61M | Buy |
8,446
+721
| +9% | +$223K | 0.68% | 28 |
|
2022
Q4 | $2.11M | Sell |
7,725
-875
| -10% | -$239K | 0.61% | 34 |
|
2022
Q3 | $2.3M | Buy |
8,600
+874
| +11% | +$234K | 0.68% | 33 |
|
2022
Q2 | $2.1M | Sell |
7,726
-76
| -1% | -$20.7K | 0.61% | 34 |
|
2022
Q1 | $2.76M | Sell |
7,802
-14
| -0.2% | -$4.94K | 0.68% | 29 |
|
2021
Q4 | $2.33M | Sell |
7,816
-1,465
| -16% | -$437K | 0.54% | 42 |
|
2021
Q3 | $2.53M | Buy |
9,281
+45
| +0.5% | +$12.3K | 0.64% | 37 |
|
2021
Q2 | $2.57M | Sell |
9,236
-126
| -1% | -$35.1K | 0.65% | 36 |
|
2021
Q1 | $2.4M | Buy |
9,362
+33
| +0.4% | +$8.46K | 0.66% | 36 |
|
2020
Q4 | $2.16M | Buy |
9,329
+838
| +10% | +$194K | 0.64% | 38 |
|
2020
Q3 | $29.4K | Sell |
8,491
-93
| -1% | -$322 | 0.48% | 37 |
|
2020
Q2 | $1.53M | Buy |
8,584
+714
| +9% | +$127K | 0.57% | 48 |
|
2020
Q1 | $1.44M | Buy |
7,870
+708
| +10% | +$130K | 0.67% | 46 |
|
2019
Q4 | $1.62M | Buy |
7,162
+20
| +0.3% | +$4.53K | 0.6% | 46 |
|
2019
Q3 | $1.48M | Buy |
7,142
+48
| +0.7% | +$9.97K | 0.6% | 44 |
|
2019
Q2 | $1.51M | Sell |
7,094
-63
| -0.9% | -$13.4K | 0.62% | 44 |
|
2019
Q1 | $1.43M | Buy |
7,157
+245
| +4% | +$49.1K | 0.61% | 45 |
|
2018
Q4 | $1.4M | Buy |
6,912
+1,110
| +19% | +$225K | 0.81% | 27 |
|
2018
Q3 | $1.24M | Buy |
5,802
+107
| +2% | +$22.9K | 0.61% | 40 |
|
2018
Q2 | $1.07M | Buy |
5,695
+127
| +2% | +$23.8K | 0.59% | 38 |
|
2018
Q1 | $1.11M | Sell |
5,568
-65
| -1% | -$13K | 0.67% | 39 |
|
2017
Q4 | $1.12M | Buy |
5,633
+614
| +12% | +$122K | 0.71% | 36 |
|
2017
Q3 | $920K | Buy |
5,019
+252
| +5% | +$46.2K | 0.61% | 41 |
|
2017
Q2 | $809K | Buy |
+4,767
| New | +$809K | 0.58% | 40 |
|