SP
SWS Partners’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 | $2.23M | Buy |
4,598
+1,181
| +35% | +$574K | 0.6% | 58 |
|
|
2025
Q1 | $1.82M | Buy |
3,417
+599
| +21% | +$319K | 0.6% | 66 |
|
|
2024
Q4 | $1.28M | Buy |
2,818
+1,930
| +217% | +$875K | 0.39% | 87 |
|
|
2024
Q3 | $409K | Hold |
888
| – | – | 0.13% | 102 |
|
|
2024
Q2 | $361K | Sell |
888
-1,599
| -64% | -$650K | 0.11% | 103 |
|
|
2024
Q1 | $1.05M | Buy |
2,487
+1,599
| +180% | +$672K | 0.31% | 86 |
|
|
2023
Q4 | $317K | Hold |
888
| – | – | 0.1% | 103 |
|
|
2023
Q3 | $311K | Hold |
888
| – | – | 0.12% | 104 |
|
|
2023
Q2 | $303K | Sell |
888
-2,634
| -75% | -$898K | 0.11% | 105 |
|
|
2023
Q1 | $1.09M | Buy |
+3,522
| New | +$1.09M | 0.4% | 86 |
|
|
2022
Q4 | – | Sell |
-838
| Closed | -$224K | – | 85 |
|
|
2022
Q3 | $224K | Hold |
838
| – | – | 0.1% | 101 |
|
|
2022
Q2 | $229K | Hold |
838
| – | – | 0.19% | 69 |
|
|
2022
Q1 | $296K | Buy |
+838
| New | +$296K | 0.19% | 69 |
|
|
2021
Q4 | – | Sell |
-1,320
| Closed | -$360K | – | 77 |
|
|
2021
Q3 | $360K | Hold |
1,320
| – | – | 0.22% | 75 |
|
|
2021
Q2 | $367K | Sell |
1,320
-3,384
| -72% | -$941K | 0.24% | 71 |
|
|
2021
Q1 | $1.2M | Hold |
4,704
| – | – | 0.83% | 62 |
|
|
2020
Q4 | $1.09M | Sell |
4,704
-310
| -6% | -$71.9K | 0.49% | 79 |
|
|
2020
Q3 | $1.07M | Buy |
+5,014
| New | +$1.07M | 0.54% | 67 |
|
|
2018
Q2 | – | Sell |
-25
| Closed | -$5K | – | 129 |
|
|
2018
Q1 | $5K | Hold |
25
| – | – | ﹤0.01% | 308 |
|
|
2017
Q4 | $5K | Buy |
+25
| New | +$5K | ﹤0.01% | 315 |
|