BHWA
Beacon Harbor Wealth 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 | $541K | Hold |
1,115
| – | – | 0.14% | 57 |
|
|
2025
Q1 | $594K | Hold |
1,115
| – | – | 0.14% | 54 |
|
|
2024
Q4 | $505K | Hold |
1,115
| – | – | 0.12% | 58 |
|
|
2024
Q3 | $513K | Hold |
1,115
| – | – | 0.12% | 55 |
|
|
2024
Q2 | $454K | Sell |
1,115
-9
| -0.8% | -$3.67K | 0.12% | 54 |
|
|
2024
Q1 | $472K | Hold |
1,124
| – | – | 0.13% | 55 |
|
|
2023
Q4 | $401K | Hold |
1,124
| – | – | 0.12% | 62 |
|
|
2023
Q3 | $394K | Hold |
1,124
| – | – | 0.13% | 56 |
|
|
2023
Q2 | $383K | Hold |
1,124
| – | – | 0.13% | 51 |
|
|
2023
Q1 | $347K | Sell |
1,124
-10
| -0.9% | -$3.09K | 0.12% | 55 |
|
|
2022
Q4 | $350K | Buy |
+1,134
| New | +$350K | 0.12% | 64 |
|
|
2022
Q2 | $363K | Hold |
1,329
| – | – | 0.13% | 61 |
|
|
2022
Q1 | $469K | Sell |
1,329
-20
| -1% | -$7.06K | 0.15% | 58 |
|
|
2021
Q4 | $403K | Sell |
1,349
-1,001
| -43% | -$299K | 0.13% | 61 |
|
|
2021
Q3 | $641K | Sell |
2,350
-758
| -24% | -$207K | 0.23% | 51 |
|
|
2021
Q2 | $864K | Buy |
3,108
+171
| +6% | +$47.5K | 0.31% | 50 |
|
|
2021
Q1 | $750K | Buy |
2,937
+45
| +2% | +$11.5K | 0.3% | 48 |
|
|
2020
Q4 | $671K | Buy |
+2,892
| New | +$671K | 0.27% | 50 |
|