Symphony Financial’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 | $5.79M | Buy |
15,091
+14,412
| +2,123% | +$5.53M | 0.76% | 37 |
|
|
2025
Q1 | $347K | Sell |
679
-9,535
| -93% | -$4.87M | 0.21% | 72 |
|
|
2024
Q4 | $4.78M | Sell |
10,214
-1,723
| -14% | -$806K | 0.75% | 38 |
|
|
2024
Q3 | $5.46M | Buy |
11,937
+166
| +1% | +$75.9K | 0.9% | 34 |
|
|
2024
Q2 | $4.8M | Buy |
11,771
+4,961
| +73% | +$2.02M | 0.88% | 34 |
|
|
2024
Q1 | $2.86M | Buy |
6,810
+300
| +5% | +$126K | 0.67% | 38 |
|
|
2023
Q4 | $2.35M | Buy |
6,510
+656
| +11% | +$237K | 0.51% | 53 |
|
|
2023
Q3 | $2.04M | Buy |
5,854
+1,193
| +26% | +$415K | 0.5% | 40 |
|
|
2023
Q2 | $1.57M | Buy |
4,661
+1,474
| +46% | +$497K | 0.39% | 58 |
|
|
2023
Q1 | $972K | Sell |
3,187
-1,421
| -31% | -$434K | 0.25% | 80 |
|
|
2022
Q4 | $1.45M | Sell |
4,608
-25
| -0.5% | -$7.86K | 0.38% | 56 |
|
|
2022
Q3 | $1.25M | Buy |
4,633
+75
| +2% | +$20.2K | 0.41% | 57 |
|
|
2022
Q2 | $1.25M | Buy |
4,558
+1,284
| +39% | +$351K | 0.37% | 60 |
|
|
2022
Q1 | $1.13M | Buy |
3,274
+55
| +2% | +$19.1K | 0.27% | 76 |
|
|
2021
Q4 | $968K | Buy |
3,219
+873
| +37% | +$263K | 0.27% | 71 |
|
|
2021
Q3 | $651K | Sell |
2,346
-758
| -24% | -$210K | 0.23% | 77 |
|
|
2021
Q2 | $861K | Buy |
3,104
+349
| +13% | +$96.8K | 0.29% | 61 |
|
|
2021
Q1 | $725K | Buy |
2,755
+62
| +2% | +$16.3K | 0.19% | 80 |
|
|
2020
Q4 | $615K | Buy |
2,693
+180
| +7% | +$41.1K | 0.22% | 78 |
|
|
2020
Q3 | $535K | Sell |
2,513
-352
| -12% | -$74.9K | 0.22% | 74 |
|
|
2020
Q2 | $511K | Sell |
2,865
-5,377
| -65% | -$959K | 0.25% | 73 |
|
|
2020
Q1 | $1.51M | Buy |
+8,242
| New | +$1.51M | 1.04% | 24 |
|