SP
Symmetry 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 | $801K | Buy |
1,648
+85
| +5% | +$41.3K | 0.1% | 72 |
|
|
2025
Q1 | $833K | Sell |
1,563
-194
| -11% | -$103K | 0.12% | 68 |
|
|
2024
Q4 | $796K | Buy |
1,757
+81
| +5% | +$36.7K | 0.11% | 69 |
|
|
2024
Q3 | $771K | Sell |
1,676
-7,212
| -81% | -$3.32M | 0.18% | 51 |
|
|
2024
Q2 | $3.62M | Sell |
8,888
-1,278
| -13% | -$520K | 0.19% | 59 |
|
|
2024
Q1 | $4.28M | Hold |
10,166
| – | – | 0.33% | 50 |
|
|
2023
Q4 | $3.64M | Sell |
10,166
-1,659
| -14% | -$593K | 0.2% | 58 |
|
|
2023
Q3 | $4.14M | Sell |
11,825
-163
| -1% | -$57.1K | 0.22% | 61 |
|
|
2023
Q2 | $4.09M | Sell |
11,988
-704
| -6% | -$240K | 0.22% | 62 |
|
|
2023
Q1 | $3.92M | Hold |
12,692
| – | – | 0.22% | 62 |
|
|
2022
Q4 | $3.92M | Sell |
12,692
-166
| -1% | -$51.3K | 0.23% | 58 |
|
|
2022
Q3 | $3.43M | Hold |
12,858
| – | – | 0.23% | 59 |
|
|
2022
Q2 | $3.51M | Hold |
12,858
| – | – | 0.24% | 56 |
|
|
2022
Q1 | $4.54M | Hold |
12,858
| – | – | 0.29% | 48 |
|
|
2021
Q4 | $3.85M | Sell |
12,858
-1,187
| -8% | -$355K | 0.24% | 55 |
|
|
2021
Q3 | $3.91M | Hold |
14,045
| – | – | 0.26% | 52 |
|
|
2021
Q2 | $3.9M | Hold |
14,045
| – | – | 0.26% | 61 |
|
|
2021
Q1 | $3.59M | Buy |
14,045
+462
| +3% | +$118K | 0.26% | 62 |
|
|
2020
Q4 | $3.15M | Hold |
13,583
| – | – | 0.24% | 65 |
|
|
2020
Q3 | $2.89M | Buy |
+13,583
| New | +$2.89M | 0.25% | 63 |
|