SYM Financial Corp’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 | $1.37M | Buy |
2,820
+206
| +8% | +$100K | 0.15% | 40 |
|
|
2025
Q1 | $1.39M | Buy |
2,614
+503
| +24% | +$268K | 0.17% | 36 |
|
|
2024
Q4 | $957K | Buy |
2,111
+100
| +5% | +$45.3K | 0.12% | 49 |
|
|
2024
Q3 | $926K | Buy |
2,011
+233
| +13% | +$107K | 0.12% | 49 |
|
|
2024
Q2 | $723K | Buy |
1,778
+569
| +47% | +$231K | 0.12% | 42 |
|
|
2024
Q1 | $508K | Buy |
1,209
+43
| +4% | +$18.1K | 0.08% | 47 |
|
|
2023
Q4 | $416K | Buy |
1,166
+294
| +34% | +$105K | 0.07% | 52 |
|
|
2023
Q3 | $305K | Buy |
+872
| New | +$305K | 0.05% | 67 |
|
|
2020
Q1 | – | Sell |
-968
| Closed | -$219K | – | 73 |
|
|
2019
Q4 | $219K | Sell |
968
-50
| -5% | -$11.3K | 0.14% | 41 |
|
|
2019
Q3 | $212K | Buy |
1,018
+5
| +0.5% | +$1.04K | 0.14% | 34 |
|
|
2019
Q2 | $216K | Buy |
+1,013
| New | +$216K | 0.14% | 33 |
|
|
2018
Q1 | – | Sell |
-3,411
| Closed | -$676K | – | 60 |
|
|
2017
Q4 | $676K | Buy |
+3,411
| New | +$676K | 0.31% | 12 |
|