Avantax Planning Partners’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 | $6.97M | Buy |
14,340
+115
| +0.8% | +$55.9K | 0.22% | 74 |
|
|
2025
Q1 | $7.58M | Sell |
14,225
-1,224
| -8% | -$652K | 0.27% | 66 |
|
|
2024
Q4 | $7M | Sell |
15,449
-718
| -4% | -$325K | 0.25% | 65 |
|
|
2024
Q3 | $7.44M | Sell |
16,167
-2,184
| -12% | -$1.01M | 0.27% | 65 |
|
|
2024
Q2 | $7.47M | Sell |
18,351
-423
| -2% | -$172K | 0.24% | 72 |
|
|
2024
Q1 | $7.89M | Buy |
18,774
+1,714
| +10% | +$721K | 0.26% | 68 |
|
|
2023
Q4 | $6.08M | Buy |
17,060
+93
| +0.5% | +$33.2K | 0.23% | 53 |
|
|
2023
Q3 | $5.94M | Buy |
16,967
+1,790
| +12% | +$627K | 0.25% | 50 |
|
|
2023
Q2 | $5.18M | Sell |
15,177
-250
| -2% | -$85.3K | 0.21% | 58 |
|
|
2023
Q1 | $4.76M | Buy |
15,427
+148
| +1% | +$45.7K | 0.19% | 62 |
|
|
2022
Q4 | $4.72M | Buy |
15,279
+295
| +2% | +$91.1K | 0.19% | 65 |
|
|
2022
Q3 | $4M | Sell |
14,984
-3,762
| -20% | -$1M | 0.18% | 65 |
|
|
2022
Q2 | $5.12M | Buy |
18,746
+617
| +3% | +$168K | 0.22% | 55 |
|
|
2022
Q1 | $6.4M | Buy |
18,129
+1,505
| +9% | +$531K | 0.25% | 41 |
|
|
2021
Q4 | $4.97M | Buy |
16,624
+103
| +0.6% | +$30.8K | 0.2% | 45 |
|
|
2021
Q3 | $4.51M | Buy |
16,521
+1,143
| +7% | +$312K | 0.21% | 37 |
|
|
2021
Q2 | $4.27M | Sell |
15,378
-177
| -1% | -$49.2K | 0.2% | 42 |
|
|
2021
Q1 | $3.97M | Sell |
15,555
-388
| -2% | -$99.1K | 0.2% | 44 |
|
|
2020
Q4 | $3.7M | Sell |
15,943
-2,915
| -15% | -$676K | 0.19% | 41 |
|
|
2020
Q3 | $4.02M | Sell |
18,858
-1,173
| -6% | -$250K | 0.21% | 40 |
|
|
2020
Q2 | $3.58M | Buy |
20,031
+594
| +3% | +$106K | 0.2% | 45 |
|
|
2020
Q1 | $3.55M | Sell |
19,437
-2,693
| -12% | -$492K | 0.25% | 35 |
|
|
2019
Q4 | $5.01M | Sell |
22,130
-480
| -2% | -$109K | 0.29% | 23 |
|
|
2019
Q3 | $4.7M | Sell |
22,610
-3,497
| -13% | -$727K | 0.29% | 27 |
|
|
2019
Q2 | $5.62M | Sell |
26,107
-253
| -1% | -$54.4K | 0.36% | 17 |
|
|
2019
Q1 | $5.3M | Buy |
26,360
+738
| +3% | +$148K | 0.37% | 20 |
|
|
2018
Q4 | $5.23M | Buy |
25,622
+1,308
| +5% | +$267K | 0.39% | 26 |
|
|
2018
Q3 | $5.21M | Buy |
24,314
+710
| +3% | +$152K | 0.42% | 15 |
|
|
2018
Q2 | $4.4M | Buy |
23,604
+59
| +0.3% | +$11K | 0.39% | 17 |
|
|
2018
Q1 | $4.7M | Buy |
23,545
+75
| +0.3% | +$15K | 0.4% | 17 |
|
|
2017
Q4 | $4.65M | Sell |
23,470
-73,766
| -76% | -$14.6M | 0.43% | 15 |
|
|
2017
Q3 | $17.8M | Buy |
97,236
+1,509
| +2% | +$277K | 1.4% | 10 |
|
|
2017
Q2 | $16.2M | Buy |
95,727
+3,601
| +4% | +$610K | 1.37% | 10 |
|
|
2017
Q1 | $15.4M | Buy |
92,126
+18,059
| +24% | +$3.01M | 1.37% | 9 |
|
|
2016
Q4 | $12.1M | Buy |
+74,067
| New | +$12.1M | 1.29% | 7 |
|