BPA
Beacon Pointe 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 | $151M | Sell |
310,583
-8,946
| -3% | -$4.35M | 1.57% | 9 |
|
|
2025
Q1 | $170M | Buy |
319,529
+15,137
| +5% | +$8.06M | 1.91% | 6 |
|
|
2024
Q4 | $138M | Sell |
304,392
-2,499
| -0.8% | -$1.13M | 1.53% | 10 |
|
|
2024
Q3 | $141M | Sell |
306,891
-11,448
| -4% | -$5.27M | 1.63% | 9 |
|
|
2024
Q2 | $130M | Sell |
318,339
-16,888
| -5% | -$6.87M | 1.53% | 9 |
|
|
2024
Q1 | $141M | Buy |
335,227
+8,010
| +2% | +$3.37M | 1.57% | 9 |
|
|
2023
Q4 | $117M | Sell |
327,217
-28,065
| -8% | -$10M | 1.39% | 10 |
|
|
2023
Q3 | $124M | Buy |
355,282
+111,899
| +46% | +$39.2M | 1.55% | 7 |
|
|
2023
Q2 | $83M | Sell |
243,383
-53,553
| -18% | -$18.3M | 1.36% | 10 |
|
|
2023
Q1 | $91.7M | Buy |
296,936
+658
| +0.2% | +$203K | 1.56% | 8 |
|
|
2022
Q4 | $91.5M | Buy |
296,278
+9,544
| +3% | +$2.95M | 1.78% | 8 |
|
|
2022
Q3 | $76.5M | Sell |
286,734
-12,916
| -4% | -$3.45M | 1.71% | 8 |
|
|
2022
Q2 | $81.8M | Sell |
299,650
-75,292
| -20% | -$20.6M | 1.73% | 8 |
|
|
2022
Q1 | $132M | Buy |
374,942
+193,975
| +107% | +$68.5M | 1.81% | 6 |
|
|
2021
Q4 | $54.1M | Buy |
180,967
+88,921
| +97% | +$26.6M | 1.41% | 11 |
|
|
2021
Q3 | $25.1M | Buy |
92,046
+28,022
| +44% | +$7.65M | 0.62% | 33 |
|
|
2021
Q2 | $17.8M | Buy |
64,024
+34,355
| +116% | +$9.55M | 0.63% | 34 |
|
|
2021
Q1 | $7.58M | Sell |
29,669
-11,058
| -27% | -$2.83M | 0.47% | 53 |
|
|
2020
Q4 | $9.44M | Buy |
40,727
+10,513
| +35% | +$2.44M | 0.65% | 31 |
|
|
2020
Q3 | $6.43M | Sell |
30,214
-38,760
| -56% | -$8.25M | 0.62% | 39 |
|
|
2020
Q2 | $12.3M | Buy |
68,974
+35,712
| +107% | +$6.38M | 1.23% | 17 |
|
|
2020
Q1 | $6.08M | Buy |
33,262
+10,806
| +48% | +$1.98M | 0.97% | 26 |
|
|
2019
Q4 | $5.09M | Buy |
+22,456
| New | +$5.09M | 1.58% | 13 |
|
|
2019
Q3 | – | Sell |
-25,517
| Closed | -$5.44M | – | 178 |
|
|
2019
Q2 | $5.44M | Sell |
25,517
-21,362
| -46% | -$4.55M | 1.99% | 11 |
|
|
2019
Q1 | $9.42M | Buy |
46,879
+32,168
| +219% | +$6.46M | 3.53% | 3 |
|
|
2018
Q4 | $3M | Buy |
+14,711
| New | +$3M | 1.82% | 10 |
|