Forvis Mazars Wealth Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8M | Buy |
22,286
+13
| +0.1% | +$6.32K | 0.23% | 55 |
|
|
2025
Q1 | $11.9M | Sell |
22,273
-1,378
| -6% | -$734K | 0.28% | 49 |
|
|
2024
Q4 | $10.7M | Sell |
23,651
-229
| -1% | -$104K | 0.25% | 52 |
|
|
2024
Q3 | $11M | Buy |
23,880
+1,878
| +9% | +$864K | 0.25% | 51 |
|
|
2024
Q2 | $8.95M | Sell |
22,002
-441
| -2% | -$179K | 0.22% | 62 |
|
|
2024
Q1 | $9.44M | Sell |
22,443
-221
| -1% | -$92.9K | 0.24% | 61 |
|
|
2023
Q4 | $8.08M | Sell |
22,664
-9,245
| -29% | -$3.3M | 0.23% | 64 |
|
|
2023
Q3 | $11.2M | Buy |
31,909
+1,307
| +4% | +$458K | 0.34% | 48 |
|
|
2023
Q2 | $10.4M | Buy |
30,602
+322
| +1% | +$110K | 0.31% | 58 |
|
|
2023
Q1 | $9.35M | Buy |
30,280
+247
| +0.8% | +$76.3K | 0.31% | 56 |
|
|
2022
Q4 | $9.28M | Sell |
30,033
-1,466
| -5% | -$453K | 0.32% | 58 |
|
|
2022
Q3 | $8.41M | Buy |
31,499
+132
| +0.4% | +$35.2K | 0.34% | 50 |
|
|
2022
Q2 | $8.56M | Buy |
+31,367
| New | +$8.56M | 0.35% | 46 |
|
|
2022
Q1 | – | Sell |
-21,070
| Closed | -$6.3M | – | 299 |
|
|
2021
Q4 | $6.3M | Sell |
21,070
-314
| -1% | -$93.9K | 0.27% | 45 |
|
|
2021
Q3 | $5.84M | Sell |
21,384
-97
| -0.5% | -$26.5K | 0.27% | 42 |
|
|
2021
Q2 | $5.97M | Sell |
21,481
-2,235
| -9% | -$621K | 0.28% | 42 |
|
|
2021
Q1 | $6.06M | Sell |
23,716
-3,448
| -13% | -$881K | 0.3% | 39 |
|
|
2020
Q4 | $6.3M | Buy |
27,164
+2,150
| +9% | +$499K | 0.32% | 38 |
|
|
2020
Q3 | $5.33M | Buy |
25,014
+1,367
| +6% | +$291K | 0.31% | 43 |
|
|
2020
Q2 | $4.22M | Sell |
23,647
-256
| -1% | -$45.7K | 0.27% | 47 |
|
|
2020
Q1 | $4.37M | Sell |
23,903
-2,389
| -9% | -$437K | 0.36% | 37 |
|
|
2019
Q4 | $5.96M | Buy |
26,292
+2,473
| +10% | +$560K | 0.43% | 30 |
|
|
2019
Q3 | $4.96M | Buy |
23,819
+328
| +1% | +$68.2K | 0.4% | 32 |
|
|
2019
Q2 | $5.01M | Buy |
+23,491
| New | +$5.01M | 0.41% | 30 |
|
|
2018
Q3 | – | Sell |
-23,131
| Closed | -$4.32M | – | 232 |
|
|
2018
Q2 | $4.32M | Buy |
+23,131
| New | +$4.32M | 0.42% | 30 |
|
|
2018
Q1 | – | Sell |
-27,178
| Closed | -$5.39M | – | 237 |
|
|
2017
Q4 | $5.39M | Buy |
27,178
+1,393
| +5% | +$276K | 0.54% | 22 |
|
|
2017
Q3 | $4.73M | Buy |
25,785
+1,765
| +7% | +$324K | 0.52% | 21 |
|
|
2017
Q2 | $4.07M | Buy |
24,020
+1,624
| +7% | +$275K | 0.46% | 28 |
|
|
2017
Q1 | $3.73M | Buy |
22,396
+223
| +1% | +$37.2K | 0.46% | 26 |
|
|
2016
Q4 | $3.61M | Buy |
22,173
+1,206
| +6% | +$197K | 0.47% | 29 |
|
|
2016
Q3 | $3.03M | Buy |
20,967
+1,089
| +5% | +$157K | 0.42% | 33 |
|
|
2016
Q2 | $2.88M | Buy |
19,878
+148
| +0.8% | +$21.4K | 0.43% | 35 |
|
|
2016
Q1 | $2.8M | Buy |
19,730
+3,382
| +21% | +$480K | 0.45% | 33 |
|
|
2015
Q4 | $2.16M | Buy |
16,348
+4,505
| +38% | +$595K | 0.32% | 40 |
|
|
2015
Q3 | $1.54M | Buy |
11,843
+315
| +3% | +$41.1K | 0.27% | 45 |
|
|
2015
Q2 | $1.57M | Buy |
11,528
+884
| +8% | +$120K | 0.24% | 56 |
|
|
2015
Q1 | $1.54M | Sell |
10,644
-503
| -5% | -$72.6K | 0.22% | 59 |
|
|
2014
Q4 | $1.67M | Buy |
11,147
+636
| +6% | +$95.5K | 0.27% | 53 |
|
|
2014
Q3 | $1.45M | Buy |
10,511
+5
| +0% | +$691 | 0.25% | 56 |
|
|
2014
Q2 | $1.33M | Sell |
10,506
-962
| -8% | -$122K | 0.23% | 57 |
|
|
2014
Q1 | $1.43M | Hold |
11,468
| – | – | 0.25% | 60 |
|
|
2013
Q4 | $1.36M | Buy |
11,468
+107
| +0.9% | +$12.7K | 0.25% | 60 |
|
|
2013
Q3 | $1.29M | Buy |
11,361
+704
| +7% | +$79.9K | 0.26% | 63 |
|
|
2013
Q2 | $1.19M | Buy |
+10,657
| New | +$1.19M | 0.94% | 40 |
|