AAS
Avantax Advisory Services’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 | $104M | Buy |
214,602
+12,090
| +6% | +$5.87M | 0.57% | 24 |
|
|
2025
Q1 | $108M | Buy |
202,512
+21,905
| +12% | +$11.7M | 0.65% | 20 |
|
|
2024
Q4 | $81.9M | Buy |
180,607
+16,927
| +10% | +$7.67M | 0.51% | 26 |
|
|
2024
Q3 | $75.3M | Sell |
163,680
-5,053
| -3% | -$2.33M | 0.49% | 28 |
|
|
2024
Q2 | $68.6M | Buy |
168,733
+9,390
| +6% | +$3.82M | 0.49% | 27 |
|
|
2024
Q1 | $67M | Buy |
159,343
+8,633
| +6% | +$3.63M | 0.59% | 21 |
|
|
2023
Q4 | $53.8M | Buy |
150,710
+14,161
| +10% | +$5.05M | 0.53% | 24 |
|
|
2023
Q3 | $47.8M | Sell |
136,549
-625
| -0.5% | -$219K | 0.54% | 22 |
|
|
2023
Q2 | $46.8M | Sell |
137,174
-1,182
| -0.9% | -$403K | 0.53% | 24 |
|
|
2023
Q1 | $42.7M | Buy |
138,356
+3,691
| +3% | +$1.14M | 0.52% | 23 |
|
|
2022
Q4 | $41.6M | Buy |
134,665
+2,453
| +2% | +$758K | 0.55% | 24 |
|
|
2022
Q3 | $35.3M | Buy |
132,212
+9,649
| +8% | +$2.58M | 0.54% | 24 |
|
|
2022
Q2 | $33.5M | Buy |
122,563
+11,972
| +11% | +$3.27M | 0.5% | 25 |
|
|
2022
Q1 | $39M | Buy |
110,591
+8,292
| +8% | +$2.93M | 0.54% | 27 |
|
|
2021
Q4 | $30.6M | Buy |
102,299
+2,623
| +3% | +$784K | 0.46% | 29 |
|
|
2021
Q3 | $27.2M | Buy |
99,676
+5,847
| +6% | +$1.6M | 0.45% | 29 |
|
|
2021
Q2 | $26.1M | Buy |
93,829
+3,957
| +4% | +$1.1M | 0.47% | 28 |
|
|
2021
Q1 | $23M | Buy |
89,872
+7,954
| +10% | +$2.03M | 0.49% | 29 |
|
|
2020
Q4 | $19M | Sell |
81,918
-156,409
| -66% | -$36.3M | 0.45% | 36 |
|
|
2020
Q3 | $50.7M | Buy |
238,327
+158,921
| +200% | +$33.8M | 0.81% | 20 |
|
|
2020
Q2 | $14.2M | Buy |
79,406
+4,833
| +6% | +$862K | 0.41% | 43 |
|
|
2020
Q1 | $13.6M | Buy |
74,573
+5,385
| +8% | +$985K | 0.41% | 36 |
|
|
2019
Q4 | $15.7M | Buy |
69,188
+30,655
| +80% | +$6.94M | 0.36% | 41 |
|
|
2019
Q3 | $8.01M | Buy |
38,533
+2,448
| +7% | +$509K | 0.32% | 42 |
|
|
2019
Q2 | $7.69M | Buy |
36,085
+3,427
| +10% | +$731K | 0.34% | 40 |
|
|
2019
Q1 | $6.56M | Sell |
32,658
-567
| -2% | -$114K | 0.35% | 31 |
|
|
2018
Q4 | $6.77M | Buy |
+33,225
| New | +$6.77M | 1.14% | 18 |
|