ACA
Aptus Capital Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.7M | Buy |
85,931
+3,167
| +4% | +$1.54M | 0.34% | 53 |
|
|
2025
Q1 | $44.1M | Sell |
82,764
-32,923
| -28% | -$17.5M | 0.45% | 48 |
|
|
2024
Q4 | $52.4M | Buy |
115,687
+29,113
| +34% | +$13.2M | 0.55% | 34 |
|
|
2024
Q3 | $39.8M | Buy |
86,574
+12,615
| +17% | +$5.81M | 0.59% | 38 |
|
|
2024
Q2 | $30.1M | Buy |
73,959
+11,206
| +18% | +$4.56M | 0.53% | 37 |
|
|
2024
Q1 | $26.4M | Buy |
62,753
+9,708
| +18% | +$4.08M | 0.49% | 41 |
|
|
2023
Q4 | $18.9M | Sell |
53,045
-254
| -0.5% | -$90.6K | 0.52% | 43 |
|
|
2023
Q3 | $18.7M | Buy |
53,299
+2,569
| +5% | +$900K | 0.51% | 38 |
|
|
2023
Q2 | $17.3M | Sell |
50,730
-4,512
| -8% | -$1.54M | 0.41% | 43 |
|
|
2023
Q1 | $17.1M | Sell |
55,242
-551
| -1% | -$170K | 0.46% | 41 |
|
|
2022
Q4 | $17.2M | Sell |
55,793
-1,024
| -2% | -$316K | 0.53% | 35 |
|
|
2022
Q3 | $15.2M | Buy |
56,817
+3,224
| +6% | +$861K | 0.37% | 34 |
|
|
2022
Q2 | $14.6M | Buy |
53,593
+7,106
| +15% | +$1.94M | 0.38% | 30 |
|
|
2022
Q1 | $16.4M | Buy |
46,487
+4,009
| +9% | +$1.41M | 0.41% | 23 |
|
|
2021
Q4 | $12.7M | Buy |
42,478
+3,951
| +10% | +$1.18M | 0.38% | 31 |
|
|
2021
Q3 | $10.5M | Buy |
38,527
+4,754
| +14% | +$1.3M | 0.27% | 30 |
|
|
2021
Q2 | $9.39M | Buy |
33,773
+2,543
| +8% | +$707K | 0.27% | 31 |
|
|
2021
Q1 | $7.98M | Sell |
31,230
-2,837
| -8% | -$725K | 0.29% | 30 |
|
|
2020
Q4 | $7.9M | Buy |
34,067
+4,356
| +15% | +$1.01M | 0.36% | 32 |
|
|
2020
Q3 | $6.33M | Sell |
29,711
-1,890
| -6% | -$402K | 0.34% | 33 |
|
|
2020
Q2 | $5.64M | Buy |
31,601
+12,349
| +64% | +$2.2M | 0.35% | 35 |
|
|
2020
Q1 | $3.52M | Buy |
19,252
+17,958
| +1,388% | +$3.28M | 0.3% | 48 |
|
|
2019
Q4 | $293K | Sell |
1,294
-5,658
| -81% | -$1.28M | 0.02% | 256 |
|
|
2019
Q3 | $1.45M | Sell |
6,952
-1,054
| -13% | -$219K | 0.08% | 103 |
|
|
2019
Q2 | $1.71M | Buy |
8,006
+1,219
| +18% | +$260K | 0.24% | 66 |
|
|
2019
Q1 | $1.36M | Buy |
+6,787
| New | +$1.36M | 0.23% | 99 |
|