Sutton Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.08M | Buy |
3,091
+113
| +4% | +$39.6K | 0.53% | 37 |
|
|
2023
Q2 | $1.02M | Buy |
2,978
+1,125
| +61% | +$384K | 0.49% | 37 |
|
|
2023
Q1 | $572K | Sell |
1,853
-2,143
| -54% | -$662K | 0.31% | 57 |
|
|
2022
Q4 | $1.23M | Buy |
3,996
+53
| +1% | +$16.4K | 0.47% | 40 |
|
|
2022
Q3 | $1.05M | Buy |
3,943
+5
| +0.1% | +$1.34K | 0.43% | 40 |
|
|
2022
Q2 | $1.08M | Buy |
3,938
+92
| +2% | +$25.1K | 0.43% | 45 |
|
|
2022
Q1 | $1.36M | Sell |
3,846
-8
| -0.2% | -$2.82K | 0.47% | 41 |
|
|
2021
Q4 | $1.15M | Sell |
3,854
-13
| -0.3% | -$3.89K | 0.38% | 48 |
|
|
2021
Q3 | $1.06M | Buy |
3,867
+16
| +0.4% | +$4.37K | 0.39% | 44 |
|
|
2021
Q2 | $1.07M | Hold |
3,851
| – | – | 0.39% | 44 |
|
|
2021
Q1 | $984K | Buy |
3,851
+34
| +0.9% | +$8.69K | 0.39% | 47 |
|
|
2020
Q4 | $885K | Buy |
3,817
+52
| +1% | +$12.1K | 0.38% | 44 |
|
|
2020
Q3 | $802K | Sell |
3,765
-2
| -0.1% | -$426 | 0.39% | 45 |
|
|
2020
Q2 | $672K | Buy |
3,767
+11
| +0.3% | +$1.96K | 0.35% | 49 |
|
|
2020
Q1 | $687K | Sell |
3,756
-116
| -3% | -$21.2K | 0.43% | 46 |
|
|
2019
Q4 | $877K | Hold |
3,872
| – | – | 0.45% | 43 |
|
|
2019
Q3 | $805K | Hold |
3,872
| – | – | 0.45% | 47 |
|
|
2019
Q2 | $825K | Buy |
3,872
+100
| +3% | +$21.3K | 0.47% | 42 |
|
|
2019
Q1 | $758K | Buy |
3,772
+29
| +0.8% | +$5.83K | 0.44% | 43 |
|
|
2018
Q4 | $764K | Sell |
3,743
-3
| -0.1% | -$613 | 0.49% | 38 |
|
|
2018
Q3 | $802K | Sell |
3,746
-167
| -4% | -$35.8K | 0.53% | 29 |
|
|
2018
Q2 | $730K | Hold |
3,913
| – | – | 0.51% | 31 |
|
|
2018
Q1 | $781K | Buy |
3,913
+349
| +10% | +$69.6K | 0.56% | 27 |
|
|
2017
Q4 | $706K | Sell |
3,564
-165
| -4% | -$32.7K | 0.52% | 32 |
|
|
2017
Q3 | $684K | Hold |
3,729
| – | – | 0.52% | 34 |
|
|
2017
Q2 | $632K | Buy |
3,729
+39
| +1% | +$6.61K | 0.5% | 38 |
|
|
2017
Q1 | $615K | Sell |
3,690
-57
| -2% | -$9.5K | 0.52% | 36 |
|
|
2016
Q4 | $611K | Buy |
3,747
+50
| +1% | +$8.15K | 0.55% | 32 |
|
|
2016
Q3 | $534K | Buy |
3,697
+50
| +1% | +$7.22K | 0.49% | 39 |
|
|
2016
Q2 | $528K | Buy |
3,647
+34
| +0.9% | +$4.92K | 0.5% | 35 |
|
|
2016
Q1 | $513K | Buy |
+3,613
| New | +$513K | 0.49% | 35 |
|