SWS
SYSTM Wealth Solutions’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-956
| Closed | -$389K | – | 169 |
|
|
2024
Q2 | $389K | Sell |
956
-8,411
| -90% | -$3.42M | 0.09% | 156 |
|
|
2024
Q1 | $3.94M | Sell |
9,367
-474
| -5% | -$199K | 0.5% | 52 |
|
|
2023
Q4 | $3.51M | Buy |
9,841
+458
| +5% | +$163K | 0.49% | 53 |
|
|
2023
Q3 | $3.29M | Sell |
9,383
-2,226
| -19% | -$780K | 0.51% | 48 |
|
|
2023
Q2 | $3.96M | Buy |
11,609
+1,351
| +13% | +$461K | 0.54% | 42 |
|
|
2023
Q1 | $3.17M | Sell |
10,258
-9,699
| -49% | -$2.99M | 0.49% | 49 |
|
|
2022
Q4 | $6.16M | Buy |
+19,957
| New | +$6.16M | 0.77% | 19 |
|