ACP
Aviance Capital Partners’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 | $9.05M | Buy |
18,624
+18
| +0.1% | +$8.74K | 1.18% | 13 |
|
2025
Q1 | $9.91M | Buy |
18,606
+33
| +0.2% | +$17.6K | 1.39% | 11 |
|
2024
Q4 | $8.42M | Buy |
18,573
+62
| +0.3% | +$28.1K | 1.16% | 14 |
|
2024
Q3 | $8.52M | Buy |
18,511
+143
| +0.8% | +$65.8K | 1.12% | 17 |
|
2024
Q2 | $7.47M | Buy |
18,368
+277
| +2% | +$113K | 1.06% | 15 |
|
2024
Q1 | $7.61M | Buy |
18,091
+3,141
| +21% | +$1.32M | 1.13% | 16 |
|
2023
Q4 | $5.33M | Sell |
14,950
-1,025
| -6% | -$366K | 1.14% | 20 |
|
2023
Q3 | $5.6M | Hold |
15,975
| – | – | 1.26% | 14 |
|
2023
Q2 | $5.45M | Hold |
15,975
| – | – | 1.15% | 16 |
|
2023
Q1 | $4.93M | Buy |
15,975
+715
| +5% | +$221K | 1.1% | 24 |
|
2022
Q4 | $4.71M | Sell |
15,260
-30
| -0.2% | -$9.27K | 1.1% | 22 |
|
2022
Q3 | $4.08M | Sell |
15,290
-453
| -3% | -$121K | 1.01% | 21 |
|
2022
Q2 | $4.3M | Sell |
15,743
-63
| -0.4% | -$17.2K | 0.96% | 26 |
|
2022
Q1 | $5.58M | Buy |
15,806
+342
| +2% | +$121K | 1.02% | 21 |
|
2021
Q4 | $4.62M | Buy |
15,464
+325
| +2% | +$97.2K | 0.77% | 35 |
|
2021
Q3 | $4.13M | Hold |
15,139
| – | – | 0.73% | 36 |
|
2021
Q2 | $4.21M | Hold |
15,139
| – | – | 0.74% | 34 |
|
2021
Q1 | $3.87M | Sell |
15,139
-2,100
| -12% | -$537K | 0.75% | 38 |
|
2020
Q4 | $4M | Hold |
17,239
| – | – | 0.81% | 26 |
|
2020
Q3 | $3.67M | Sell |
17,239
-415
| -2% | -$88.4K | 0.83% | 29 |
|
2020
Q2 | $3.15M | Sell |
17,654
-1,125
| -6% | -$201K | 0.78% | 30 |
|
2020
Q1 | $3.43M | Sell |
18,779
-805
| -4% | -$147K | 1.08% | 17 |
|
2019
Q4 | $4.44M | Sell |
19,584
-927
| -5% | -$210K | 1.13% | 13 |
|
2019
Q3 | $4.27M | Sell |
20,511
-10,147
| -33% | -$2.11M | 1.25% | 12 |
|
2019
Q2 | $6.54M | Sell |
30,658
-615
| -2% | -$131K | 1.8% | 9 |
|
2019
Q1 | $6.28M | Buy |
31,273
+107
| +0.3% | +$21.5K | 1.8% | 8 |
|
2018
Q4 | $6.36M | Sell |
31,166
-1,607
| -5% | -$328K | 2.24% | 5 |
|
2018
Q3 | $7.02M | Sell |
32,773
-131
| -0.4% | -$28K | 1.69% | 8 |
|
2018
Q2 | $6.14M | Sell |
32,904
-901
| -3% | -$168K | 1.78% | 9 |
|
2018
Q1 | $6.74M | Sell |
33,805
-431
| -1% | -$86K | 2.03% | 7 |
|
2017
Q4 | $6.79M | Sell |
34,236
-7,349
| -18% | -$1.46M | 2.24% | 5 |
|
2017
Q3 | $7.62M | Sell |
41,585
-323
| -0.8% | -$59.2K | 2.58% | 4 |
|
2017
Q2 | $7.1M | Buy |
41,908
+238
| +0.6% | +$40.3K | 2.29% | 4 |
|
2017
Q1 | $6.95M | Buy |
41,670
+143
| +0.3% | +$23.8K | 2.54% | 4 |
|
2016
Q4 | $6.77M | Sell |
41,527
-2,769
| -6% | -$451K | 2.39% | 4 |
|
2016
Q3 | $6.4M | Buy |
44,296
+2,851
| +7% | +$412K | 2.26% | 3 |
|
2016
Q2 | $6M | Buy |
41,445
+5,450
| +15% | +$789K | 2.21% | 4 |
|
2016
Q1 | $5.11M | Buy |
35,995
+12,956
| +56% | +$1.84M | 1.78% | 3 |
|
2015
Q4 | $3.04M | Sell |
23,039
-667
| -3% | -$88.1K | 1.05% | 16 |
|
2015
Q3 | $3.09M | Sell |
23,706
-875
| -4% | -$114K | 1.27% | 13 |
|
2015
Q2 | $3.35M | Buy |
24,581
+2,729
| +12% | +$371K | 1.25% | 12 |
|
2015
Q1 | $3.15M | Buy |
21,852
+1,106
| +5% | +$160K | 1.16% | 11 |
|
2014
Q4 | $3.12M | Buy |
20,746
+215
| +1% | +$32.3K | 1.16% | 11 |
|
2014
Q3 | $2.84M | Sell |
20,531
-200
| -1% | -$27.6K | 1.07% | 14 |
|
2014
Q2 | $2.62M | Buy |
20,731
+350
| +2% | +$44.3K | 1.02% | 16 |
|
2014
Q1 | $2.55M | Sell |
20,381
-200
| -1% | -$25K | 1.08% | 17 |
|
2013
Q4 | $2.44M | Buy |
20,581
+615
| +3% | +$72.9K | 1.03% | 19 |
|
2013
Q3 | $2.27M | Buy |
19,966
+100
| +0.5% | +$11.3K | 1.06% | 21 |
|
2013
Q2 | $2.22M | Buy |
+19,866
| New | +$2.22M | 1.2% | 17 |
|