Heritage 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 | $60.7M | Sell |
124,907
-648
| -0.5% | -$315K | 2.88% | 9 |
|
|
2025
Q1 | $66.9M | Buy |
125,555
+3,516
| +3% | +$1.87M | 3.39% | 3 |
|
|
2024
Q4 | $55.3M | Sell |
122,039
-7,822
| -6% | -$3.55M | 2.74% | 12 |
|
|
2024
Q3 | $59.8M | Sell |
129,861
-1,584
| -1% | -$729K | 2.8% | 10 |
|
|
2024
Q2 | $53.5M | Buy |
131,445
+3,180
| +2% | +$1.29M | 2.41% | 12 |
|
|
2024
Q1 | $53.9M | Buy |
128,265
+3,407
| +3% | +$1.43M | 2.46% | 9 |
|
|
2023
Q4 | $44.5M | Sell |
124,858
-6,122
| -5% | -$2.18M | 2.21% | 11 |
|
|
2023
Q3 | $45.9M | Buy |
130,980
+1,637
| +1% | +$573K | 2.5% | 10 |
|
|
2023
Q2 | $44.1M | Buy |
129,343
+1,147
| +0.9% | +$391K | 2.33% | 11 |
|
|
2023
Q1 | $39.6M | Buy |
128,196
+5,028
| +4% | +$1.55M | 2.21% | 13 |
|
|
2022
Q4 | $38M | Buy |
123,168
+4,866
| +4% | +$1.5M | 2.2% | 14 |
|
|
2022
Q3 | $31.6M | Buy |
118,302
+8,515
| +8% | +$2.27M | 2.29% | 13 |
|
|
2022
Q2 | $30M | Sell |
109,787
-1,548
| -1% | -$423K | 2.08% | 14 |
|
|
2022
Q1 | $39.3M | Buy |
111,335
+6,431
| +6% | +$2.27M | 2.17% | 9 |
|
|
2021
Q4 | $31.4M | Buy |
104,904
+14,670
| +16% | +$4.39M | 1.72% | 8 |
|
|
2021
Q3 | $24.6M | Buy |
90,234
+1,450
| +2% | +$396K | 1.51% | 8 |
|
|
2021
Q2 | $24.7M | Buy |
88,784
+7,815
| +10% | +$2.17M | 1.52% | 8 |
|
|
2021
Q1 | $20.7M | Buy |
80,969
+11,209
| +16% | +$2.86M | 1.25% | 8 |
|
|
2020
Q4 | $16.2M | Buy |
69,760
+7,801
| +13% | +$1.81M | 1.01% | 13 |
|
|
2020
Q3 | $13.2M | Sell |
61,959
-1,189
| -2% | -$253K | 1.7% | 13 |
|
|
2020
Q2 | $11.3M | Buy |
63,148
+24,510
| +63% | +$4.38M | 1.58% | 14 |
|
|
2020
Q1 | $7.06M | Buy |
38,638
+9,879
| +34% | +$1.81M | 1.27% | 14 |
|
|
2019
Q4 | $6.51M | Buy |
28,759
+2,443
| +9% | +$553K | 0.86% | 15 |
|
|
2019
Q3 | $5.47M | Buy |
26,316
+3,330
| +14% | +$693K | 0.81% | 15 |
|
|
2019
Q2 | $4.9M | Buy |
22,986
+1,444
| +7% | +$308K | 0.75% | 19 |
|
|
2019
Q1 | $4.33M | Buy |
21,542
+3,573
| +20% | +$718K | 0.71% | 20 |
|
|
2018
Q4 | $3.67M | Buy |
17,969
+411
| +2% | +$83.9K | 0.72% | 19 |
|
|
2018
Q3 | $3.76M | Buy |
17,558
+730
| +4% | +$156K | 0.74% | 18 |
|
|
2018
Q2 | $3.14M | Buy |
16,828
+425
| +3% | +$79.4K | 1.17% | 15 |
|
|
2018
Q1 | $3.27M | Buy |
16,403
+754
| +5% | +$150K | 1.36% | 13 |
|
|
2017
Q4 | $3.11M | Buy |
15,649
+1,558
| +11% | +$309K | 1.33% | 12 |
|
|
2017
Q3 | $2.58M | Buy |
14,091
+547
| +4% | +$100K | 1.3% | 13 |
|
|
2017
Q2 | $2.3M | Buy |
13,544
+543
| +4% | +$92K | 1.19% | 14 |
|
|
2017
Q1 | $2.17M | Buy |
13,001
+809
| +7% | +$135K | 1.17% | 14 |
|
|
2016
Q4 | $1.99M | Buy |
12,192
+229
| +2% | +$37.3K | 1.3% | 13 |
|
|
2016
Q3 | $1.73M | Buy |
11,963
+250
| +2% | +$36.1K | 1.2% | 13 |
|
|
2016
Q2 | $1.69M | Buy |
11,713
+2,396
| +26% | +$346K | 1.14% | 14 |
|
|
2016
Q1 | $1.32M | Buy |
9,317
+651
| +8% | +$92.3K | 1.04% | 15 |
|
|
2015
Q4 | $1.14M | Sell |
8,666
-203
| -2% | -$26.8K | 0.96% | 15 |
|
|
2015
Q3 | $1.16M | Buy |
8,869
+280
| +3% | +$36.5K | 0.99% | 15 |
|
|
2015
Q2 | $1.17M | Hold |
8,589
| – | – | 0.97% | 19 |
|
|
2015
Q1 | $1.24M | Buy |
8,589
+660
| +8% | +$95.2K | 1.02% | 16 |
|
|
2014
Q4 | $1.19M | Buy |
7,929
+1,925
| +32% | +$289K | 1.06% | 14 |
|
|
2014
Q3 | $829K | Hold |
6,004
| – | – | 0.86% | 23 |
|
|
2014
Q2 | $761K | Hold |
6,004
| – | – | 0.82% | 24 |
|
|
2014
Q1 | $749K | Hold |
6,004
| – | – | 0.87% | 24 |
|
|
2013
Q4 | $712K | Buy |
+6,004
| New | +$712K | 0.9% | 21 |
|