1WA
180 Wealth Advisors’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 | $5.43M | Buy |
11,185
+558
| +5% | +$271K | 0.76% | 27 |
|
|
2025
Q1 | $5.66M | Buy |
10,627
+1,553
| +17% | +$827K | 0.9% | 21 |
|
|
2024
Q4 | $4.11M | Buy |
9,074
+141
| +2% | +$63.9K | 0.64% | 31 |
|
|
2024
Q3 | $4.11M | Buy |
8,933
+218
| +3% | +$100K | 0.65% | 31 |
|
|
2024
Q2 | $3.65M | Buy |
8,715
+1,301
| +18% | +$545K | 0.6% | 39 |
|
|
2024
Q1 | $3.12M | Buy |
7,414
+212
| +3% | +$89.1K | 0.56% | 46 |
|
|
2023
Q4 | $2.61M | Sell |
7,202
-23
| -0.3% | -$8.34K | 0.52% | 49 |
|
|
2023
Q3 | $2.53M | Buy |
7,225
+43
| +0.6% | +$15.1K | 0.57% | 42 |
|
|
2023
Q2 | $2.46M | Sell |
7,182
-43
| -0.6% | -$14.7K | 0.54% | 46 |
|
|
2023
Q1 | $2.23M | Buy |
7,225
+196
| +3% | +$60.5K | 0.52% | 52 |
|
|
2022
Q4 | $2.19M | Buy |
7,029
+194
| +3% | +$60.3K | 0.51% | 56 |
|
|
2022
Q3 | $1.83M | Buy |
6,835
+81
| +1% | +$21.6K | 0.5% | 57 |
|
|
2022
Q2 | $1.87M | Buy |
6,754
+682
| +11% | +$189K | 0.48% | 64 |
|
|
2022
Q1 | $2.12M | Buy |
6,072
+62
| +1% | +$21.6K | 0.46% | 60 |
|
|
2021
Q4 | $1.83M | Buy |
6,010
+5
| +0.1% | +$1.53K | 0.41% | 68 |
|
|
2021
Q3 | $1.71M | Buy |
6,005
+161
| +3% | +$45.8K | 0.38% | 71 |
|
|
2021
Q2 | $1.69M | Buy |
5,844
+92
| +2% | +$26.6K | 0.39% | 72 |
|
|
2021
Q1 | $1.66M | Buy |
5,752
+72
| +1% | +$20.7K | 0.41% | 67 |
|
|
2020
Q4 | $1.33M | Buy |
5,680
+54
| +1% | +$12.7K | 0.38% | 74 |
|
|
2020
Q3 | $1.18M | Buy |
5,626
+227
| +4% | +$47.7K | 0.44% | 61 |
|
|
2020
Q2 | $1.03M | Buy |
5,399
+157
| +3% | +$30K | 0.41% | 64 |
|
|
2020
Q1 | $942K | Buy |
5,242
+1,092
| +26% | +$196K | 0.49% | 57 |
|
|
2019
Q4 | $948K | Buy |
4,150
+17
| +0.4% | +$3.88K | 0.38% | 73 |
|
|
2019
Q3 | $860K | Hold |
4,133
| – | – | 0.38% | 70 |
|
|
2019
Q2 | $834K | Sell |
4,133
-125
| -3% | -$25.2K | 0.38% | 73 |
|
|
2019
Q1 | $892K | Buy |
4,258
+74
| +2% | +$15.5K | 0.4% | 65 |
|
|
2018
Q4 | $896K | Hold |
4,184
| – | – | 0.42% | 68 |
|
|
2018
Q3 | $896K | Buy |
4,184
+100
| +2% | +$21.4K | 0.41% | 69 |
|
|
2018
Q2 | $762K | Buy |
4,084
+1,524
| +60% | +$284K | 0.38% | 83 |
|
|
2018
Q1 | $513K | Buy |
2,560
+218
| +9% | +$43.7K | 0.27% | 114 |
|
|
2017
Q4 | $464K | Buy |
+2,342
| New | +$464K | 0.24% | 119 |
|