DAS
Dynamic Advisor Solutions’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 | $19.7M | Buy |
40,628
+628
| +2% | +$305K | 0.61% | 34 |
|
|
2025
Q1 | $21.3M | Sell |
40,000
-50
| -0.1% | -$26.6K | 0.7% | 30 |
|
|
2024
Q4 | $18.2M | Sell |
40,050
-2,913
| -7% | -$1.32M | 0.79% | 28 |
|
|
2024
Q3 | $19.8M | Sell |
42,963
-4,469
| -9% | -$2.06M | 0.59% | 33 |
|
|
2024
Q2 | $19.3M | Buy |
47,432
+984
| +2% | +$400K | 0.61% | 31 |
|
|
2024
Q1 | $19.5M | Buy |
46,448
+3,872
| +9% | +$1.63M | 0.66% | 24 |
|
|
2023
Q4 | $15.6M | Buy |
42,576
+4,563
| +12% | +$1.67M | 0.58% | 31 |
|
|
2023
Q3 | $13.3M | Buy |
38,013
+1,834
| +5% | +$642K | 0.63% | 27 |
|
|
2023
Q2 | $12.3M | Buy |
36,179
+228
| +0.6% | +$77.7K | 0.64% | 22 |
|
|
2023
Q1 | $11.1M | Buy |
35,951
+1,947
| +6% | +$601K | 0.65% | 24 |
|
|
2022
Q4 | $10.5M | Buy |
34,004
+1,010
| +3% | +$312K | 0.72% | 22 |
|
|
2022
Q3 | $8.81M | Buy |
32,994
+693
| +2% | +$185K | 0.67% | 27 |
|
|
2022
Q2 | $8.82M | Buy |
32,301
+942
| +3% | +$257K | 0.68% | 24 |
|
|
2022
Q1 | $11.1M | Sell |
31,359
-153
| -0.5% | -$54K | 0.77% | 25 |
|
|
2021
Q4 | $9.42M | Sell |
31,512
-312
| -1% | -$93.3K | 0.67% | 33 |
|
|
2021
Q3 | $8.69M | Buy |
31,824
+2,196
| +7% | +$599K | 0.65% | 28 |
|
|
2021
Q2 | $8.23M | Buy |
29,628
+2,575
| +10% | +$716K | 0.65% | 29 |
|
|
2021
Q1 | $6.91M | Sell |
27,053
-3,585
| -12% | -$916K | 0.64% | 28 |
|
|
2020
Q4 | $7.1M | Buy |
30,638
+1,264
| +4% | +$293K | 0.66% | 27 |
|
|
2020
Q3 | $6.26M | Sell |
29,374
-164
| -0.6% | -$34.9K | 0.71% | 23 |
|
|
2020
Q2 | $5.27M | Buy |
29,538
+940
| +3% | +$168K | 0.71% | 21 |
|
|
2020
Q1 | $5.23M | Buy |
28,598
+3,360
| +13% | +$614K | 0.95% | 14 |
|
|
2019
Q4 | $5.72M | Sell |
25,238
-341
| -1% | -$77.2K | 0.78% | 24 |
|
|
2019
Q3 | $5.32M | Sell |
25,579
-499
| -2% | -$104K | 0.83% | 22 |
|
|
2019
Q2 | $5.56M | Buy |
26,078
+7,319
| +39% | +$1.56M | 0.89% | 21 |
|
|
2019
Q1 | $3.77M | Sell |
18,759
-67
| -0.4% | -$13.5K | 0.71% | 28 |
|
|
2018
Q4 | $3.82M | Sell |
18,826
-1,267
| -6% | -$257K | 0.81% | 24 |
|
|
2018
Q3 | $4.3M | Sell |
20,093
-546
| -3% | -$117K | 0.89% | 22 |
|
|
2018
Q2 | $3.85M | Buy |
20,639
+2,209
| +12% | +$412K | 0.87% | 23 |
|
|
2018
Q1 | $3.68M | Buy |
18,430
+10,416
| +130% | +$2.08M | 0.94% | 20 |
|
|
2017
Q4 | $1.59M | Buy |
8,014
+254
| +3% | +$50.3K | 0.52% | 70 |
|
|
2017
Q3 | $1.42M | Sell |
7,760
-114
| -1% | -$20.9K | 0.56% | 58 |
|
|
2017
Q2 | $1.33M | Buy |
7,874
+104
| +1% | +$17.6K | 0.52% | 66 |
|
|
2017
Q1 | $1.3M | Sell |
7,770
-430
| -5% | -$71.7K | 0.5% | 61 |
|
|
2016
Q4 | $1.34M | Buy |
8,200
+426
| +5% | +$69.4K | 0.53% | 56 |
|
|
2016
Q3 | $1.12M | Buy |
7,774
+365
| +5% | +$52.7K | 0.43% | 68 |
|
|
2016
Q2 | $1.07M | Buy |
7,409
+440
| +6% | +$63.7K | 0.43% | 69 |
|
|
2016
Q1 | $989K | Sell |
6,969
-148
| -2% | -$21K | 0.42% | 64 |
|
|
2015
Q4 | $940K | Sell |
7,117
-419
| -6% | -$55.3K | 0.39% | 71 |
|
|
2015
Q3 | $983K | Buy |
7,536
+412
| +6% | +$53.7K | 0.5% | 59 |
|
|
2015
Q2 | $970K | Buy |
7,124
+371
| +5% | +$50.5K | 0.57% | 58 |
|
|
2015
Q1 | $975K | Sell |
6,753
-698
| -9% | -$101K | 0.49% | 65 |
|
|
2014
Q4 | $1.12M | Sell |
7,451
-60
| -0.8% | -$9.01K | 0.6% | 47 |
|
|
2014
Q3 | $1.04M | Buy |
7,511
+348
| +5% | +$48.1K | 0.56% | 50 |
|
|
2014
Q2 | $907K | Sell |
7,163
-1,284
| -15% | -$163K | 0.54% | 50 |
|
|
2014
Q1 | $1.06M | Buy |
8,447
+916
| +12% | +$115K | 0.72% | 41 |
|
|
2013
Q4 | $893K | Buy |
+7,531
| New | +$893K | 0.66% | 42 |
|