AmeriServ 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
Q1 | – | Sell |
-506
| Closed | -$229K | – | 64 |
|
|
2024
Q4 | $229K | Buy |
+506
| New | +$229K | 0.12% | 58 |
|
|
2023
Q3 | $1.81M | Sell |
5,166
-95
| -2% | -$33.3K | 3.34% | 5 |
|
|
2023
Q2 | $1.79M | Sell |
5,261
-500
| -9% | -$171K | 3.4% | 6 |
|
|
2023
Q1 | $1.78M | Hold |
5,761
| – | – | 4.09% | 7 |
|
|
2022
Q4 | $1.78M | Hold |
5,761
| – | – | 3.55% | 8 |
|
|
2022
Q3 | $1.54M | Sell |
5,761
-15
| -0.3% | -$4.01K | 3.39% | 8 |
|
|
2022
Q2 | $1.58M | Sell |
5,776
-184
| -3% | -$50.2K | 3.71% | 8 |
|
|
2022
Q1 | $2.1M | Buy |
5,960
+4,915
| +470% | +$1.73M | 1.54% | 11 |
|
|
2021
Q4 | $312K | Hold |
1,045
| – | – | 0.21% | 50 |
|
|
2021
Q3 | $285K | Sell |
1,045
-109
| -9% | -$29.7K | 0.22% | 53 |
|
|
2021
Q2 | $321K | Hold |
1,154
| – | – | 0.25% | 51 |
|
|
2021
Q1 | $295K | Sell |
1,154
-421
| -27% | -$108K | 0.25% | 50 |
|
|
2020
Q4 | $365K | Buy |
+1,575
| New | +$365K | 0.36% | 46 |
|
|
2019
Q3 | $297K | Hold |
1,430
| – | – | 0.4% | 48 |
|
|
2019
Q2 | $305K | Hold |
1,430
| – | – | 0.4% | 49 |
|
|
2019
Q1 | $287K | Sell |
1,430
-78
| -5% | -$15.7K | 0.6% | 51 |
|
|
2018
Q4 | $308K | Buy |
1,508
+4
| +0.3% | +$817 | 0.78% | 43 |
|
|
2018
Q3 | $322K | Hold |
1,504
| – | – | 0.4% | 53 |
|
|
2018
Q2 | $281K | Sell |
1,504
-25
| -2% | -$4.67K | 0.38% | 55 |
|
|
2018
Q1 | $305K | Hold |
1,529
| – | – | 0.34% | 54 |
|
|
2017
Q4 | $295K | Buy |
+1,529
| New | +$295K | 0.28% | 57 |
|
|
2016
Q4 | – | Sell |
-1,574
| Closed | -$227K | – | 39 |
|
|
2016
Q3 | $227K | Buy |
+1,574
| New | +$227K | 0.29% | 56 |
|
|
2015
Q3 | – | Sell |
-2,873
| Closed | -$392K | – | 73 |
|
|
2015
Q2 | $392K | Buy |
2,873
+59
| +2% | +$8.05K | 0.46% | 48 |
|
|
2015
Q1 | $406K | Sell |
2,814
-1,617
| -36% | -$233K | 0.47% | 46 |
|
|
2014
Q4 | $665K | Buy |
4,431
+133
| +3% | +$20K | 0.64% | 39 |
|
|
2014
Q3 | $593K | Hold |
4,298
| – | – | 1.03% | 35 |
|
|
2014
Q2 | $543K | Sell |
4,298
-2,000
| -32% | -$253K | 0.58% | 48 |
|
|
2014
Q1 | $787K | Sell |
6,298
-9,391
| -60% | -$1.17M | 0.79% | 36 |
|
|
2013
Q4 | $1.86M | Sell |
15,689
-1,150
| -7% | -$136K | 1.11% | 20 |
|
|
2013
Q3 | $1.91M | Buy |
16,839
+100
| +0.6% | +$11.3K | 1.22% | 17 |
|
|
2013
Q2 | $1.87M | Buy |
+16,739
| New | +$1.87M | 1.21% | 16 |
|