AE Wealth Management’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 | $120M | Buy |
246,971
+15,661
| +7% | +$7.61M | 0.88% | 19 |
|
|
2025
Q1 | $123M | Buy |
231,310
+7,098
| +3% | +$3.78M | 1.04% | 14 |
|
|
2024
Q4 | $102M | Buy |
224,212
+16,756
| +8% | +$7.6M | 0.86% | 18 |
|
|
2024
Q3 | $95.5M | Buy |
207,456
+7,860
| +4% | +$3.62M | 0.87% | 16 |
|
|
2024
Q2 | $81.2M | Buy |
199,596
+1,891
| +1% | +$769K | 0.81% | 18 |
|
|
2024
Q1 | $83.1M | Sell |
197,705
-57,889
| -23% | -$24.3M | 0.94% | 13 |
|
|
2023
Q4 | $98.5M | Buy |
255,594
+56,875
| +29% | +$21.9M | 0.5% | 29 |
|
|
2023
Q3 | $69.6M | Buy |
198,719
+27,277
| +16% | +$9.56M | 0.42% | 39 |
|
|
2023
Q2 | $58.5M | Buy |
171,442
+18,090
| +12% | +$6.17M | 0.35% | 44 |
|
|
2023
Q1 | $47.4M | Buy |
153,352
+5,492
| +4% | +$1.7M | 0.3% | 56 |
|
|
2022
Q4 | $45.7M | Buy |
147,860
+4,457
| +3% | +$1.38M | 0.33% | 54 |
|
|
2022
Q3 | $38.3M | Buy |
143,403
+7,708
| +6% | +$2.06M | 0.3% | 64 |
|
|
2022
Q2 | $37M | Buy |
135,695
+7,456
| +6% | +$2.04M | 0.3% | 73 |
|
|
2022
Q1 | $45.3M | Buy |
128,239
+16,119
| +14% | +$5.69M | 0.31% | 65 |
|
|
2021
Q4 | $33.5M | Buy |
112,120
+4,168
| +4% | +$1.25M | 0.23% | 95 |
|
|
2021
Q3 | $29.5M | Sell |
107,952
-6,245
| -5% | -$1.7M | 0.24% | 91 |
|
|
2021
Q2 | $31.7M | Buy |
114,197
+27,757
| +32% | +$7.71M | 0.28% | 82 |
|
|
2021
Q1 | $22.1M | Sell |
86,440
-5,393
| -6% | -$1.38M | 0.22% | 103 |
|
|
2020
Q4 | $21.3M | Buy |
91,833
+2,616
| +3% | +$607K | 0.24% | 96 |
|
|
2020
Q3 | $19M | Sell |
89,217
-3,679
| -4% | -$783K | 0.27% | 82 |
|
|
2020
Q2 | $16.6M | Buy |
92,896
+7,218
| +8% | +$1.29M | 0.26% | 93 |
|
|
2020
Q1 | $15.7M | Buy |
85,678
+807
| +1% | +$148K | 0.36% | 56 |
|
|
2019
Q4 | $19.2M | Buy |
84,871
+12,292
| +17% | +$2.78M | 0.42% | 49 |
|
|
2019
Q3 | $15.1M | Buy |
72,579
+2,689
| +4% | +$559K | 0.44% | 46 |
|
|
2019
Q2 | $14.9M | Buy |
69,890
+45,467
| +186% | +$9.69M | 0.45% | 48 |
|
|
2019
Q1 | $4.91M | Buy |
24,423
+1,897
| +8% | +$381K | 0.34% | 60 |
|
|
2018
Q4 | $4.6M | Buy |
22,526
+802
| +4% | +$164K | 0.79% | 26 |
|
|
2018
Q3 | $4.65M | Buy |
21,724
+5,201
| +31% | +$1.11M | 0.26% | 72 |
|
|
2018
Q2 | $3.08M | Sell |
16,523
-6,867
| -29% | -$1.28M | 0.21% | 68 |
|
|
2018
Q1 | $4.67M | Buy |
23,390
+3,232
| +16% | +$645K | 0.36% | 50 |
|
|
2017
Q4 | $4M | Buy |
20,158
+7,498
| +59% | +$1.49M | 0.35% | 55 |
|
|
2017
Q3 | $2.32M | Buy |
12,660
+2,648
| +26% | +$485K | 0.22% | 75 |
|
|
2017
Q2 | $1.7M | Buy |
10,012
+2,910
| +41% | +$493K | 0.2% | 85 |
|
|
2017
Q1 | $1.18M | Buy |
7,102
+3,804
| +115% | +$634K | 0.22% | 84 |
|
|
2016
Q4 | $538K | Buy |
+3,298
| New | +$538K | 0.22% | 112 |
|