Acorn Wealth Advisors’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 | $2.45M | Buy |
5,042
+1
| +0% | +$486 | 0.91% | 28 |
|
|
2025
Q1 | $2.68M | Sell |
5,041
-85
| -2% | -$45.3K | 1.12% | 21 |
|
|
2024
Q4 | $2.32M | Buy |
5,126
+1,503
| +41% | +$681K | 0.96% | 28 |
|
|
2024
Q3 | $1.67M | Sell |
3,623
-73
| -2% | -$33.6K | 0.72% | 32 |
|
|
2024
Q2 | $1.5M | Buy |
3,696
+165
| +5% | +$67.1K | 0.74% | 31 |
|
|
2024
Q1 | $1.48M | Sell |
3,531
-21
| -0.6% | -$8.83K | 0.78% | 32 |
|
|
2023
Q4 | $1.27M | Buy |
3,552
+237
| +7% | +$84.5K | 0.75% | 31 |
|
|
2023
Q3 | $1.16M | Buy |
3,315
+7
| +0.2% | +$2.45K | 0.77% | 29 |
|
|
2023
Q2 | $1.13M | Sell |
3,308
-42
| -1% | -$14.3K | 0.77% | 31 |
|
|
2023
Q1 | $1.03M | Hold |
3,350
| – | – | 0.76% | 30 |
|
|
2022
Q4 | $1.04M | Buy |
3,350
+30
| +0.9% | +$9.27K | 0.79% | 29 |
|
|
2022
Q3 | $887K | Buy |
3,320
+23
| +0.7% | +$6.15K | 0.73% | 32 |
|
|
2022
Q2 | $900K | Sell |
3,297
-8
| -0.2% | -$2.18K | 0.71% | 33 |
|
|
2022
Q1 | $1.17M | Hold |
3,305
| – | – | 0.8% | 28 |
|
|
2021
Q4 | $988K | Hold |
3,305
| – | – | 0.63% | 36 |
|
|
2021
Q3 | $902K | Sell |
3,305
-32
| -1% | -$8.73K | 0.63% | 39 |
|
|
2021
Q2 | $927K | Buy |
3,337
+7
| +0.2% | +$1.95K | 0.64% | 41 |
|
|
2021
Q1 | $851K | Sell |
3,330
-52
| -2% | -$13.3K | 0.61% | 42 |
|
|
2020
Q4 | $784K | Sell |
3,382
-675
| -17% | -$156K | 0.62% | 40 |
|
|
2020
Q3 | $864K | Sell |
4,057
-601
| -13% | -$128K | 0.76% | 28 |
|
|
2020
Q2 | $831K | Sell |
4,658
-3,730
| -44% | -$665K | 0.77% | 26 |
|
|
2020
Q1 | $1.54M | Sell |
8,388
-598
| -7% | -$109K | 1.72% | 13 |
|
|
2019
Q4 | $2.03M | Sell |
8,986
-108
| -1% | -$24.4K | 1.71% | 12 |
|
|
2019
Q3 | $2M | Sell |
9,094
-261
| -3% | -$57.4K | 1.72% | 12 |
|
|
2019
Q2 | $1.88M | Sell |
9,355
-94
| -1% | -$18.9K | 1.72% | 10 |
|
|
2019
Q1 | $1.98M | Buy |
9,449
+252
| +3% | +$52.9K | 1.79% | 10 |
|
|
2018
Q4 | $1.8M | Buy |
9,197
+62
| +0.7% | +$12.1K | 1.84% | 11 |
|
|
2018
Q3 | $1.87M | Hold |
9,135
| – | – | 1.85% | 11 |
|
|
2018
Q2 | $1.72M | Sell |
9,135
-100
| -1% | -$18.8K | 1.46% | 13 |
|
|
2018
Q1 | $1.82M | Buy |
9,235
+191
| +2% | +$37.6K | 1.57% | 11 |
|
|
2017
Q4 | $1.82M | Buy |
+9,044
| New | +$1.82M | 1.66% | 11 |
|