BA
Ballew 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 | $2.64M | Sell |
5,433
-409
| -7% | -$198K | 1.56% | 14 |
|
2025
Q1 | $3.06M | Buy |
5,842
+915
| +19% | +$480K | 2.05% | 8 |
|
2024
Q4 | $2.19M | Buy |
4,927
+84
| +2% | +$37.3K | 1.4% | 17 |
|
2024
Q3 | $2.21M | Buy |
4,843
+814
| +20% | +$371K | 1.48% | 15 |
|
2024
Q2 | $1.75M | Buy |
4,029
+2,883
| +252% | +$1.25M | 1.16% | 17 |
|
2024
Q1 | $469K | Buy |
1,146
+1
| +0.1% | +$409 | 0.32% | 68 |
|
2023
Q4 | $413K | Buy |
1,145
+90
| +9% | +$32.5K | 0.31% | 71 |
|
2023
Q3 | $363K | Hold |
1,055
| – | – | 0.3% | 74 |
|
2023
Q2 | $362K | Hold |
1,055
| – | – | 0.26% | 77 |
|
2023
Q1 | $353K | Sell |
1,055
-23
| -2% | -$7.69K | 0.26% | 79 |
|
2022
Q4 | $344K | Hold |
1,078
| – | – | 0.26% | 72 |
|
2022
Q3 | $288K | Buy |
1,078
+50
| +5% | +$13.4K | 0.26% | 76 |
|
2022
Q2 | $282K | Sell |
1,028
-209
| -17% | -$57.3K | 0.26% | 72 |
|
2022
Q1 | $428K | Buy |
1,237
+50
| +4% | +$17.3K | 0.33% | 66 |
|
2021
Q4 | $385K | Buy |
1,187
+125
| +12% | +$40.5K | 0.27% | 82 |
|
2021
Q3 | $302K | Hold |
1,062
| – | – | 0.22% | 83 |
|
2021
Q2 | $297K | Sell |
1,062
-1,062
| -50% | -$297K | 0.21% | 91 |
|
2021
Q1 | $548K | Buy |
2,124
+1,062
| +100% | +$274K | 0.2% | 90 |
|
2020
Q4 | $248K | Hold |
1,062
| – | – | 0.19% | 91 |
|
2020
Q3 | $226K | Buy |
+1,062
| New | +$226K | 0.19% | 81 |
|
2020
Q1 | – | Sell |
-1,362
| Closed | -$311K | – | 77 |
|
2019
Q4 | $311K | Sell |
1,362
-500
| -27% | -$114K | 0.27% | 69 |
|
2019
Q3 | $380K | Sell |
1,862
-12
| -0.6% | -$2.45K | 0.35% | 61 |
|
2019
Q2 | $400K | Hold |
1,874
| – | – | 0.36% | 56 |
|
2019
Q1 | $399K | Hold |
1,874
| – | – | 0.37% | 55 |
|
2018
Q4 | $377K | Hold |
1,874
| – | – | 0.35% | 56 |
|
2018
Q3 | $372K | Sell |
1,874
-5
| -0.3% | -$993 | 0.34% | 55 |
|
2018
Q2 | $351K | Hold |
1,879
| – | – | 0.4% | 56 |
|
2018
Q1 | $375K | Sell |
1,879
-100
| -5% | -$20K | 0.33% | 61 |
|
2017
Q4 | $392K | Buy |
+1,979
| New | +$392K | 0.39% | 58 |
|