Heartwood 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 | $4.36M | Buy |
8,975
+2,954
| +49% | +$1.43M | 0.46% | 38 |
|
|
2025
Q1 | $3.21M | Sell |
6,021
-22
| -0.4% | -$11.7K | 0.37% | 40 |
|
|
2024
Q4 | $2.74M | Buy |
6,043
+12
| +0.2% | +$5.44K | 0.31% | 39 |
|
|
2024
Q3 | $2.78M | Buy |
6,031
+30
| +0.5% | +$13.8K | 0.31% | 39 |
|
|
2024
Q2 | $2.44M | Buy |
6,001
+1,225
| +26% | +$498K | 0.29% | 40 |
|
|
2024
Q1 | $2.01M | Sell |
4,776
-11
| -0.2% | -$4.63K | 0.25% | 40 |
|
|
2023
Q4 | $1.71M | Hold |
4,787
| – | – | 0.23% | 38 |
|
|
2023
Q3 | $1.68M | Sell |
4,787
-13
| -0.3% | -$4.55K | 0.25% | 39 |
|
|
2023
Q2 | $1.64M | Buy |
4,800
+1,938
| +68% | +$661K | 0.23% | 40 |
|
|
2023
Q1 | $884K | Buy |
2,862
+1,320
| +86% | +$408K | 0.13% | 54 |
|
|
2022
Q4 | $476K | Sell |
1,542
-235
| -13% | -$72.6K | 0.07% | 83 |
|
|
2022
Q3 | $474K | Buy |
1,777
+224
| +14% | +$59.8K | 0.08% | 71 |
|
|
2022
Q2 | $424K | Buy |
1,553
+48
| +3% | +$13.1K | 0.07% | 76 |
|
|
2022
Q1 | $531K | Buy |
1,505
+1
| +0.1% | +$353 | 0.08% | 72 |
|
|
2021
Q4 | $450K | Buy |
1,504
+320
| +27% | +$95.7K | 0.07% | 67 |
|
|
2021
Q3 | $323K | Buy |
1,184
+24
| +2% | +$6.55K | 0.05% | 76 |
|
|
2021
Q2 | $322K | Hold |
1,160
| – | – | 0.05% | 77 |
|
|
2021
Q1 | $296K | Buy |
+1,160
| New | +$296K | 0.05% | 69 |
|
|
2020
Q1 | – | Sell |
-4,122
| Closed | -$934K | – | 67 |
|
|
2019
Q4 | $934K | Buy |
+4,122
| New | +$934K | 0.18% | 39 |
|