AWA
Arete Wealth 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 | $1.47M | Sell |
3,027
-1,415
| -32% | -$687K | 0.1% | 193 |
|
|
2025
Q1 | $2.37M | Sell |
4,442
-21,944
| -83% | -$11.7M | 0.18% | 119 |
|
|
2024
Q4 | $12M | Buy |
26,386
+4,098
| +18% | +$1.86M | 0.86% | 21 |
|
|
2024
Q3 | $10.3M | Sell |
22,288
-19,428
| -47% | -$8.94M | 0.88% | 21 |
|
|
2024
Q2 | $17M | Buy |
41,716
+1,613
| +4% | +$656K | 1.39% | 10 |
|
|
2024
Q1 | $16.9M | Sell |
40,103
-188
| -0.5% | -$79.1K | 1.56% | 8 |
|
|
2023
Q4 | $14.4M | Buy |
40,291
+2,501
| +7% | +$892K | 1.1% | 16 |
|
|
2023
Q3 | $13.2M | Buy |
37,790
+3,140
| +9% | +$1.1M | 2.29% | 6 |
|
|
2023
Q2 | $13.9M | Buy |
34,650
+519
| +2% | +$208K | 1.23% | 14 |
|
|
2023
Q1 | $10.5M | Sell |
34,131
-1,445
| -4% | -$446K | 0.86% | 22 |
|
|
2022
Q4 | $17.5B | Buy |
35,576
+267
| +0.8% | +$132M | 1.53% | 10 |
|
|
2022
Q3 | $9.43M | Buy |
35,309
+4,219
| +14% | +$1.13M | 0.92% | 20 |
|
|
2022
Q2 | $8.49M | Buy |
31,090
+559
| +2% | +$153K | 0.86% | 28 |
|
|
2022
Q1 | $10.8M | Buy |
30,531
+5,701
| +23% | +$2.01M | 0.9% | 23 |
|
|
2021
Q4 | $7.46M | Buy |
24,830
+1,546
| +7% | +$464K | 0.64% | 37 |
|
|
2021
Q3 | $6.36M | Sell |
23,284
-725
| -3% | -$198K | 0.7% | 33 |
|
|
2021
Q2 | $4.48M | Sell |
24,009
-3,879
| -14% | -$724K | 0.63% | 36 |
|
|
2021
Q1 | $7.13M | Sell |
27,888
-4,146
| -13% | -$1.06M | 0.91% | 26 |
|
|
2020
Q4 | $7.4M | Sell |
32,034
-3,258
| -9% | -$753K | 1.05% | 21 |
|
|
2020
Q3 | $7.46M | Sell |
35,292
-3,080
| -8% | -$651K | 1.12% | 19 |
|
|
2020
Q2 | $6.85M | Sell |
38,372
-13,126
| -25% | -$2.34M | 1.19% | 16 |
|
|
2020
Q1 | $9.41M | Buy |
51,498
+14,317
| +39% | +$2.62M | 1.85% | 8 |
|
|
2019
Q4 | $8.42M | Buy |
37,181
+1,739
| +5% | +$394K | 1.46% | 10 |
|
|
2019
Q3 | $7.37M | Sell |
35,442
-405
| -1% | -$84.3K | 1.41% | 11 |
|
|
2019
Q2 | $7.64M | Buy |
35,847
+1,723
| +5% | +$367K | 1.48% | 9 |
|
|
2019
Q1 | $6.86M | Buy |
34,124
+106
| +0.3% | +$21.3K | 1.43% | 10 |
|
|
2018
Q4 | $6.95M | Buy |
34,018
+1,360
| +4% | +$278K | 1.69% | 6 |
|
|
2018
Q3 | $6.99M | Sell |
32,658
-101
| -0.3% | -$21.6K | 1.55% | 12 |
|
|
2018
Q2 | $6.12M | Sell |
32,759
-901
| -3% | -$168K | 1.46% | 9 |
|
|
2018
Q1 | $6.72M | Buy |
33,660
+14,197
| +73% | +$2.83M | 2.23% | 4 |
|
|
2017
Q4 | $3.86M | Sell |
19,463
-538
| -3% | -$107K | 1.26% | 11 |
|
|
2017
Q3 | $3.67M | Buy |
20,001
+1,704
| +9% | +$312K | 1.46% | 7 |
|
|
2017
Q2 | $3.1M | Buy |
18,297
+326
| +2% | +$55.2K | 1.42% | 8 |
|
|
2017
Q1 | $3M | Sell |
17,971
-257
| -1% | -$42.8K | 1.31% | 22 |
|
|
2016
Q4 | $2.97M | Buy |
18,228
+876
| +5% | +$143K | 1.37% | 17 |
|
|
2016
Q3 | $2.51M | Sell |
17,352
-5,149
| -23% | -$744K | 1.44% | 17 |
|
|
2016
Q2 | $3.26M | Buy |
22,501
+472
| +2% | +$68.3K | 2.05% | 11 |
|
|
2016
Q1 | $3.13M | Buy |
22,029
+6,271
| +40% | +$890K | 1.87% | 14 |
|
|
2015
Q4 | $2.08M | Buy |
15,758
+2,076
| +15% | +$274K | 1.26% | 19 |
|
|
2015
Q3 | $1.78M | Buy |
13,682
+1,899
| +16% | +$248K | 1.39% | 16 |
|
|
2015
Q2 | $1.6M | Buy |
11,783
+1,542
| +15% | +$210K | 1.08% | 20 |
|
|
2015
Q1 | $1.48M | Sell |
10,241
-577
| -5% | -$83.3K | 0.95% | 20 |
|
|
2014
Q4 | $1.62M | Sell |
10,818
-937
| -8% | -$141K | 1.15% | 17 |
|
|
2014
Q3 | $1.62M | Sell |
11,755
-184
| -2% | -$25.4K | 1.23% | 19 |
|
|
2014
Q2 | $1.51M | Sell |
11,939
-2,969
| -20% | -$376K | 1.18% | 19 |
|
|
2014
Q1 | $1.86M | Sell |
14,908
-1,498
| -9% | -$187K | 1.73% | 12 |
|
|
2013
Q4 | $1.95M | Buy |
+16,406
| New | +$1.95M | 1.92% | 10 |
|