Alliance Wealth Advisors (Pennsylvania)’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 | $2.16M | Buy |
4,453
+4
| +0.1% | +$1.94K | 1.11% | 14 |
|
|
2025
Q1 | $2.37M | Sell |
4,449
-55
| -1% | -$29.3K | 1.34% | 12 |
|
|
2024
Q4 | $2.04M | Sell |
4,504
-26
| -0.6% | -$11.8K | 1.14% | 17 |
|
|
2024
Q3 | $2.08M | Sell |
4,530
-7
| -0.2% | -$3.22K | 1.19% | 16 |
|
|
2024
Q2 | $1.85M | Sell |
4,537
-53
| -1% | -$21.6K | 1.16% | 16 |
|
|
2024
Q1 | $1.93M | Buy |
4,590
+180
| +4% | +$75.7K | 1.22% | 18 |
|
|
2023
Q4 | $1.57M | Buy |
4,410
+48
| +1% | +$17.1K | 1.04% | 20 |
|
|
2023
Q3 | $1.53M | Buy |
4,362
+10
| +0.2% | +$3.5K | 1.11% | 23 |
|
|
2023
Q2 | $1.48M | Buy |
4,352
+196
| +5% | +$66.8K | 1.06% | 25 |
|
|
2023
Q1 | $1.28M | Buy |
4,156
+2,274
| +121% | +$702K | 0.96% | 26 |
|
|
2022
Q4 | $581K | Hold |
1,882
| – | – | 0.48% | 47 |
|
|
2022
Q3 | $503K | Hold |
1,882
| – | – | 0.47% | 48 |
|
|
2022
Q2 | $514K | Hold |
1,882
| – | – | 0.44% | 53 |
|
|
2022
Q1 | $664K | Sell |
1,882
-3
| -0.2% | -$1.06K | 0.55% | 45 |
|
|
2021
Q4 | $564K | Sell |
1,885
-1
| -0.1% | -$299 | 0.46% | 54 |
|
|
2021
Q3 | $515K | Buy |
1,886
+1
| +0.1% | +$273 | 0.46% | 55 |
|
|
2021
Q2 | $524K | Buy |
1,885
+72
| +4% | +$20K | 0.47% | 55 |
|
|
2021
Q1 | $463K | Buy |
1,813
+103
| +6% | +$26.3K | 0.46% | 55 |
|
|
2020
Q4 | $396K | Buy |
+1,710
| New | +$396K | 0.42% | 62 |
|