Hillcrest 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 | $5.58M | Hold |
11,486
| – | – | 2.62% | 12 |
|
|
2025
Q1 | $6.12M | Hold |
11,486
| – | – | 3.03% | 11 |
|
|
2024
Q4 | $5.21M | Sell |
11,486
-500
| -4% | -$227K | 2.47% | 13 |
|
|
2024
Q3 | $5.52M | Hold |
11,986
| – | – | 2.75% | 12 |
|
|
2024
Q2 | $4.88M | Sell |
11,986
-4
| -0% | -$1.63K | 2.63% | 12 |
|
|
2024
Q1 | $5.04M | Sell |
11,990
-1,190
| -9% | -$500K | 2.73% | 11 |
|
|
2023
Q4 | $4.7M | Hold |
13,180
| – | – | 2.59% | 11 |
|
|
2023
Q3 | $4.62M | Hold |
13,180
| – | – | 2.63% | 11 |
|
|
2023
Q2 | $4.49M | Sell |
13,180
-400
| -3% | -$136K | 2.65% | 10 |
|
|
2023
Q1 | $4.19M | Hold |
13,580
| – | – | 2.49% | 10 |
|
|
2022
Q4 | $4.19M | Buy |
13,580
+48
| +0.4% | +$14.8K | 2.51% | 11 |
|
|
2022
Q3 | $3.61M | Sell |
13,532
-150
| -1% | -$40.1K | 2.29% | 13 |
|
|
2022
Q2 | $3.74M | Hold |
13,682
| – | – | 2.27% | 13 |
|
|
2022
Q1 | $4.83M | Sell |
13,682
-1,250
| -8% | -$441K | 2.67% | 8 |
|
|
2021
Q4 | $4.47M | Sell |
14,932
-1,500
| -9% | -$449K | 2.4% | 13 |
|
|
2021
Q3 | $4.49M | Hold |
16,432
| – | – | 2.66% | 11 |
|
|
2021
Q2 | $4.57M | Sell |
16,432
-698
| -4% | -$194K | 2.77% | 12 |
|
|
2021
Q1 | $4.38M | Sell |
17,130
-2,410
| -12% | -$616K | 2.67% | 12 |
|
|
2020
Q4 | $4.53M | Sell |
19,540
-10,291
| -34% | -$2.39M | 3.03% | 9 |
|
|
2020
Q3 | $6.35M | Buy |
+29,831
| New | +$6.35M | 4.52% | 7 |
|