SS
Sunbelt Securities’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.1M | Sell |
9,045
-255
| -3% | -$116K | 0.36% | 57 |
|
|
2025
Q1 | $4.95M | Buy |
9,300
+255
| +3% | +$136K | 0.44% | 45 |
|
|
2024
Q4 | $4.09M | Sell |
9,045
-613
| -6% | -$277K | 0.36% | 57 |
|
|
2024
Q3 | $4.45M | Sell |
9,658
-168
| -2% | -$77.3K | 0.44% | 57 |
|
|
2024
Q2 | $4M | Buy |
9,826
+263
| +3% | +$107K | 0.41% | 56 |
|
|
2024
Q1 | $4.02M | Sell |
9,563
-199
| -2% | -$83.7K | 0.45% | 55 |
|
|
2023
Q4 | $3.48M | Buy |
9,762
+463
| +5% | +$165K | 0.44% | 51 |
|
|
2023
Q3 | $3.26M | Buy |
9,299
+2,316
| +33% | +$811K | 0.45% | 49 |
|
|
2023
Q2 | $2.38M | Buy |
6,983
+502
| +8% | +$171K | 0.34% | 57 |
|
|
2023
Q1 | $1.98M | Sell |
6,481
-333
| -5% | -$102K | 0.32% | 74 |
|
|
2022
Q4 | $2.1M | Sell |
6,814
-3,600
| -35% | -$1.11M | 0.41% | 60 |
|
|
2022
Q3 | $2.78M | Buy |
10,414
+3,670
| +54% | +$980K | 0.59% | 36 |
|
|
2022
Q2 | $1.84M | Buy |
6,744
+192
| +3% | +$52.4K | 0.39% | 62 |
|
|
2022
Q1 | $2.34M | Sell |
6,552
-27,409
| -81% | -$9.8M | 0.43% | 57 |
|
|
2021
Q4 | $10.9M | Buy |
33,961
+24,626
| +264% | +$7.92M | 1.77% | 4 |
|
|
2021
Q3 | $2.59M | Hold |
9,335
| – | – | 0.47% | 52 |
|
|
2021
Q2 | $2.59M | Sell |
9,335
-14,793
| -61% | -$4.11M | 0.47% | 52 |
|
|
2021
Q1 | $6.16M | Sell |
24,128
-14,205
| -37% | -$3.63M | 1.21% | 9 |
|
|
2020
Q4 | $8.89M | Buy |
+38,333
| New | +$8.89M | 1.84% | 6 |
|
|
2020
Q3 | – | Sell |
-36,230
| Closed | -$6.47M | – | 327 |
|
|
2020
Q2 | $6.47M | Sell |
36,230
-67,361
| -65% | -$12M | 2.22% | 5 |
|
|
2020
Q1 | $20.9M | Sell |
103,591
-27,825
| -21% | -$5.63M | 0.9% | 16 |
|
|
2019
Q4 | $29.6M | Buy |
131,416
+1,379
| +1% | +$310K | 3.11% | 3 |
|
|
2019
Q3 | $27.1M | Buy |
130,037
+105,372
| +427% | +$21.9M | 3.03% | 2 |
|
|
2019
Q2 | $5.26M | Buy |
24,665
+1,397
| +6% | +$298K | 2.29% | 2 |
|
|
2019
Q1 | $4.67M | Buy |
23,268
+44
| +0.2% | +$8.84K | 2.34% | 2 |
|
|
2018
Q4 | $4.74M | Buy |
23,224
+2,351
| +11% | +$480K | 2.76% | 1 |
|
|
2018
Q3 | $4.47M | Hold |
20,873
| – | – | 2.39% | 2 |
|
|
2018
Q2 | $3.9M | Buy |
20,873
+283
| +1% | +$52.8K | 2.33% | 1 |
|
|
2018
Q1 | $4.11M | Buy |
20,590
+240
| +1% | +$47.9K | 3.76% | 1 |
|
|
2017
Q4 | $4.03M | Sell |
20,350
-170
| -0.8% | -$33.7K | 3.92% | 1 |
|
|
2017
Q3 | $3.76M | Buy |
20,520
+82
| +0.4% | +$15K | 3.95% | 2 |
|
|
2017
Q2 | $3.46M | Sell |
20,438
-121
| -0.6% | -$20.5K | 6.5% | 2 |
|
|
2017
Q1 | $3.43M | Hold |
20,559
| – | – | 5.15% | 3 |
|
|
2016
Q4 | $3.35M | Hold |
20,559
| – | – | 5.09% | 5 |
|
|
2016
Q3 | $2.97M | Sell |
20,559
-3,253
| -14% | -$470K | 3.58% | 6 |
|
|
2016
Q2 | $3.45M | Sell |
23,812
-4,038
| -14% | -$585K | 4.51% | 5 |
|
|
2016
Q1 | $3.95M | Buy |
27,850
+496
| +2% | +$70.4K | 5.75% | 4 |
|
|
2015
Q4 | $3.61M | Sell |
27,354
-622
| -2% | -$82.1K | 5.08% | 4 |
|
|
2015
Q3 | $3.65M | Buy |
27,976
+9,543
| +52% | +$1.24M | 4.95% | 4 |
|
|
2015
Q2 | $2.51M | Buy |
18,433
+2,160
| +13% | +$294K | 3.45% | 6 |
|
|
2015
Q1 | $2.35M | Buy |
16,273
+508
| +3% | +$73.3K | 3.49% | 6 |
|
|
2014
Q4 | $2.37M | Buy |
+15,765
| New | +$2.37M | 3.11% | 6 |
|