ARS Wealth Advisors Group’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 | $7.05M | Buy |
+14,511
| New | +$7.05M | 0.81% | 36 |
|
2024
Q4 | – | Sell |
-14,323
| Closed | -$6.59M | – | 172 |
|
2024
Q3 | $6.59M | Buy |
14,323
+259
| +2% | +$119K | 0.81% | 32 |
|
2024
Q2 | $5.72M | Sell |
14,064
-200
| -1% | -$81.4K | 0.74% | 34 |
|
2024
Q1 | $6M | Sell |
14,264
-701
| -5% | -$295K | 0.81% | 34 |
|
2023
Q4 | $5.34M | Sell |
14,965
-560
| -4% | -$200K | 0.79% | 39 |
|
2023
Q3 | $5.44M | Sell |
15,525
-692
| -4% | -$242K | 0.89% | 42 |
|
2023
Q2 | $5.53M | Buy |
+16,217
| New | +$5.53M | 0.88% | 42 |
|
2023
Q1 | – | Sell |
-16,556
| Closed | -$5.11M | – | 133 |
|
2022
Q4 | $5.11M | Sell |
16,556
-3,024
| -15% | -$934K | 0.84% | 47 |
|
2022
Q3 | $5.23M | Buy |
19,580
+588
| +3% | +$157K | 0.8% | 46 |
|
2022
Q2 | $5.19M | Buy |
18,992
+2,769
| +17% | +$756K | 0.71% | 49 |
|
2022
Q1 | $5.73M | Sell |
16,223
-2,226
| -12% | -$786K | 1% | 28 |
|
2021
Q4 | $5.52M | Sell |
18,449
-1,448
| -7% | -$433K | 0.93% | 29 |
|
2021
Q3 | $5.43M | Buy |
+19,897
| New | +$5.43M | 0.99% | 28 |
|