Sweeney & Michel’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 | $9.54M | Sell |
20,049
-53
| -0.3% | -$25.2K | 3.39% | 7 |
|
2025
Q1 | $9.9M | Buy |
+20,102
| New | +$9.9M | 4.33% | 6 |
|
2024
Q3 | $9.51M | Buy |
20,463
+35
| +0.2% | +$16.3K | 3.75% | 7 |
|
2024
Q2 | $8.39M | Buy |
20,428
+19
| +0.1% | +$7.8K | 3.58% | 7 |
|
2024
Q1 | $8.37M | Buy |
+20,409
| New | +$8.37M | 3.71% | 7 |
|
2023
Q3 | $7.29M | Hold |
21,039
| – | – | 3.82% | 7 |
|
2023
Q2 | $7.65M | Sell |
21,039
-305
| -1% | -$111K | 3.94% | 7 |
|
2023
Q1 | $7.12M | Buy |
+21,344
| New | +$7.12M | 3.79% | 8 |
|