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