Sweet Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.69M | Buy |
3,677
+32
| +0.9% | +$14.7K | 0.37% | 62 |
|
|
2024
Q2 | $1.48M | Buy |
3,645
+127
| +4% | +$51.7K | 0.34% | 62 |
|
|
2024
Q1 | $1.48M | Buy |
3,518
+133
| +4% | +$55.9K | 0.34% | 67 |
|
|
2023
Q4 | $1.21M | Hold |
3,385
| – | – | 0.29% | 71 |
|
|
2023
Q3 | $1.19M | Buy |
3,385
+100
| +3% | +$35K | 0.31% | 65 |
|
|
2023
Q2 | $1.12M | Sell |
3,285
-350
| -10% | -$119K | 0.29% | 67 |
|
|
2023
Q1 | $1.12M | Hold |
3,635
| – | – | 0.31% | 60 |
|
|
2022
Q4 | $1.12M | Buy |
3,635
+5
| +0.1% | +$1.55K | 0.33% | 50 |
|
|
2022
Q3 | $969K | Buy |
3,630
+562
| +18% | +$150K | 0.31% | 47 |
|
|
2022
Q2 | $838K | Hold |
3,068
| – | – | 0.26% | 55 |
|
|
2022
Q1 | $1.08M | Buy |
3,068
+330
| +12% | +$116K | 0.29% | 42 |
|
|
2021
Q4 | $819K | Buy |
+2,738
| New | +$819K | 0.34% | 38 |
|