HWA
HCR 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 | $5.37M | Buy |
11,054
+171
| +2% | +$83.1K | 0.63% | 26 |
|
|
2025
Q1 | $5.8M | Sell |
10,883
-7
| -0.1% | -$3.73K | 0.75% | 18 |
|
|
2024
Q4 | $4.94M | Sell |
10,890
-42
| -0.4% | -$19K | 0.62% | 23 |
|
|
2024
Q3 | $5.03M | Buy |
10,932
+10
| +0.1% | +$4.6K | 0.66% | 22 |
|
|
2024
Q2 | $4.44M | Sell |
10,922
-46
| -0.4% | -$18.7K | 0.64% | 22 |
|
|
2024
Q1 | $4.61M | Sell |
10,968
-4,337
| -28% | -$1.82M | 0.7% | 21 |
|
|
2023
Q4 | $5.46M | Buy |
15,305
+4,005
| +35% | +$1.43M | 0.86% | 17 |
|
|
2023
Q3 | $3.96M | Sell |
11,300
-457
| -4% | -$160K | 0.87% | 18 |
|
|
2023
Q2 | $4.01M | Sell |
11,757
-514
| -4% | -$175K | 0.74% | 25 |
|
|
2023
Q1 | $3.79M | Hold |
12,271
| – | – | 0.75% | 25 |
|
|
2022
Q4 | $3.79M | Sell |
12,271
-50
| -0.4% | -$15.4K | 0.8% | 23 |
|
|
2022
Q3 | $3.29M | Sell |
12,321
-250
| -2% | -$66.8K | 0.7% | 28 |
|
|
2022
Q2 | $3.43M | Hold |
12,571
| – | – | 0.69% | 30 |
|
|
2022
Q1 | $4.44M | Hold |
12,571
| – | – | 0.73% | 26 |
|
|
2021
Q4 | $3.76M | Sell |
12,571
-50
| -0.4% | -$15K | 0.58% | 32 |
|
|
2021
Q3 | $3.45M | Buy |
12,621
+37
| +0.3% | +$10.1K | 0.57% | 31 |
|
|
2021
Q2 | $3.5M | Sell |
12,584
-10
| -0.1% | -$2.78K | 0.61% | 32 |
|
|
2021
Q1 | $3.22M | Sell |
12,594
-3,812
| -23% | -$974K | 0.64% | 31 |
|
|
2020
Q4 | $3.8M | Buy |
16,406
+1,774
| +12% | +$411K | 0.8% | 21 |
|
|
2020
Q3 | $3.11M | Buy |
+14,632
| New | +$3.11M | 0.71% | 25 |
|
|
2020
Q2 | – | Sell |
-14,815
| Closed | -$2.71M | – | 248 |
|
|
2020
Q1 | $2.71M | Buy |
+14,815
| New | +$2.71M | 0.78% | 22 |
|
|
2019
Q4 | – | Sell |
-14,681
| Closed | -$3.06M | – | 242 |
|
|
2019
Q3 | $3.06M | Sell |
14,681
-1,104
| -7% | -$230K | 1.02% | 19 |
|
|
2019
Q2 | $3.37M | Buy |
15,785
+1,016
| +7% | +$217K | 0.96% | 20 |
|
|
2019
Q1 | $2.76M | Sell |
14,769
-320
| -2% | -$59.8K | 0.79% | 26 |
|
|
2018
Q4 | $3.08M | Hold |
15,089
| – | – | 1% | 16 |
|
|
2018
Q3 | $3.09M | Sell |
15,089
-390
| -3% | -$80K | 1.01% | 18 |
|
|
2018
Q2 | $2.93M | Buy |
15,479
+325
| +2% | +$61.4K | 0.96% | 19 |
|
|
2018
Q1 | $3.02M | Buy |
15,154
+8
| +0.1% | +$1.6K | 1.05% | 18 |
|
|
2017
Q4 | $3M | Sell |
15,146
-100
| -0.7% | -$19.8K | 1.05% | 20 |
|
|
2017
Q3 | $2.8M | Buy |
+15,246
| New | +$2.8M | 1.18% | 18 |
|
|
2017
Q2 | – | Sell |
-13,416
| Closed | -$2.24M | – | 154 |
|
|
2017
Q1 | $2.24M | Sell |
13,416
-394
| -3% | -$65.7K | 1.15% | 23 |
|
|
2016
Q4 | $2.25M | Buy |
+13,810
| New | +$2.25M | 1.19% | 22 |
|