Alliance Wealth Advisors (Utah)’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 | $1.82M | Buy |
3,756
+96
| +3% | +$46.6K | 0.44% | 68 |
|
|
2025
Q1 | $1.95M | Buy |
3,660
+113
| +3% | +$60.2K | 0.51% | 68 |
|
|
2024
Q4 | $1.61M | Buy |
3,547
+126
| +4% | +$57.1K | 0.41% | 75 |
|
|
2024
Q3 | $1.57M | Buy |
3,421
+112
| +3% | +$51.5K | 0.41% | 72 |
|
|
2024
Q2 | $1.35M | Buy |
3,309
+57
| +2% | +$23.2K | 0.4% | 70 |
|
|
2024
Q1 | $1.37M | Buy |
3,252
+147
| +5% | +$61.8K | 0.41% | 69 |
|
|
2023
Q4 | $1.11M | Buy |
3,105
+141
| +5% | +$50.3K | 0.37% | 70 |
|
|
2023
Q3 | $1.04M | Buy |
2,964
+49
| +2% | +$17.2K | 0.38% | 66 |
|
|
2023
Q2 | $994K | Buy |
2,915
+205
| +8% | +$69.9K | 0.37% | 68 |
|
|
2023
Q1 | $837K | Buy |
2,710
+118
| +5% | +$36.4K | 0.34% | 71 |
|
|
2022
Q4 | $801K | Buy |
+2,592
| New | +$801K | 0.36% | 72 |
|