Synergy Financial Group’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 | $551K | Sell |
1,134
-16
| -1% | -$7.77K | 0.41% | 46 |
|
|
2025
Q1 | $612K | Buy |
1,150
+42
| +4% | +$22.4K | 0.55% | 42 |
|
|
2024
Q4 | $502K | Buy |
1,108
+84
| +8% | +$38.1K | 0.42% | 48 |
|
|
2024
Q3 | $471K | Buy |
1,024
+48
| +5% | +$22.1K | 0.45% | 45 |
|
|
2024
Q2 | $397K | Buy |
976
+34
| +4% | +$13.8K | 0.42% | 48 |
|
|
2024
Q1 | $396K | Buy |
942
+23
| +3% | +$9.67K | 0.45% | 50 |
|
|
2023
Q4 | $328K | Buy |
919
+25
| +3% | +$8.92K | 0.4% | 56 |
|
|
2023
Q3 | $313K | Hold |
894
| – | – | 0.44% | 50 |
|
|
2023
Q2 | $305K | Hold |
894
| – | – | 0.41% | 54 |
|
|
2023
Q1 | $276K | Hold |
894
| – | – | 0.45% | 56 |
|
|
2022
Q4 | $276K | Hold |
894
| – | – | 0.55% | 53 |
|
|
2022
Q3 | $239K | Sell |
894
-46
| -5% | -$12.3K | 0.36% | 74 |
|
|
2022
Q2 | $257K | Sell |
940
-75
| -7% | -$20.5K | 0.4% | 68 |
|
|
2022
Q1 | $358K | Hold |
1,015
| – | – | 0.38% | 64 |
|
|
2021
Q4 | $303K | Buy |
+1,015
| New | +$303K | 0.27% | 82 |
|