IA
IFP 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 | $23.8M | Buy |
49,064
+659
| +1% | +$320K | 0.68% | 18 |
|
|
2025
Q1 | $25.8M | Sell |
48,405
-751
| -2% | -$400K | 0.79% | 14 |
|
|
2024
Q4 | $22.3M | Buy |
49,156
+3,288
| +7% | +$1.49M | 0.73% | 19 |
|
|
2024
Q3 | $21.1M | Buy |
45,868
+625
| +1% | +$288K | 0.76% | 17 |
|
|
2024
Q2 | $18.4M | Buy |
45,243
+577
| +1% | +$235K | 0.73% | 24 |
|
|
2024
Q1 | $18.8M | Buy |
44,666
+68
| +0.2% | +$28.6K | 0.82% | 18 |
|
|
2023
Q4 | $15.9M | Sell |
44,598
-2,137
| -5% | -$762K | 0.75% | 19 |
|
|
2023
Q3 | $16.4M | Sell |
46,735
-7,617
| -14% | -$2.67M | 0.74% | 24 |
|
|
2023
Q2 | $18.5M | Sell |
54,352
-9,922
| -15% | -$3.38M | 0.77% | 22 |
|
|
2023
Q1 | $12.3M | Sell |
64,274
-22,762
| -26% | -$4.35M | 0.54% | 35 |
|
|
2022
Q4 | $16.7M | Buy |
87,036
+309
| +0.4% | +$59.4K | 0.45% | 37 |
|
|
2022
Q3 | $16.7M | Buy |
86,727
+4,471
| +5% | +$859K | 0.43% | 34 |
|
|
2022
Q2 | $15.8M | Hold |
82,256
| – | – | 0.51% | 27 |
|
|
2022
Q1 | $15.8M | Buy |
82,256
+24,755
| +43% | +$4.75M | 0.51% | 27 |
|
|
2021
Q4 | $17.2M | Buy |
57,501
+2,731
| +5% | +$816K | 0.34% | 30 |
|
|
2021
Q3 | $15M | Buy |
54,770
+5,762
| +12% | +$1.57M | 0.3% | 34 |
|
|
2021
Q2 | $13.6M | Buy |
49,008
+1,522
| +3% | +$424K | 0.28% | 35 |
|
|
2021
Q1 | $12.1M | Buy |
47,486
+4,065
| +9% | +$1.04M | 0.24% | 35 |
|
|
2020
Q4 | $10.1M | Sell |
43,421
-1,125
| -3% | -$261K | 0.41% | 36 |
|
|
2020
Q3 | $9.49M | Buy |
44,546
+1,561
| +4% | +$332K | 0.57% | 30 |
|
|
2020
Q2 | $7.63M | Buy |
42,985
+11,758
| +38% | +$2.09M | 0.6% | 28 |
|
|
2020
Q1 | $5.74M | Buy |
31,227
+17
| +0.1% | +$3.13K | 0.58% | 31 |
|
|
2019
Q4 | $7.05M | Sell |
31,210
-8,418
| -21% | -$1.9M | 0.53% | 32 |
|
|
2019
Q3 | $8.21M | Buy |
+39,628
| New | +$8.21M | 0.55% | 34 |
|
|
2019
Q1 | $3.52M | Sell |
17,590
-38,513
| -69% | -$7.71M | 0.48% | 32 |
|
|
2018
Q4 | $11.3M | Buy |
56,103
+603
| +1% | +$122K | 0.69% | 15 |
|
|
2018
Q3 | $11.9M | Buy |
55,500
+2,665
| +5% | +$571K | 0.48% | 35 |
|
|
2018
Q2 | $9.86M | Buy |
52,835
+4,034
| +8% | +$753K | 0.41% | 44 |
|
|
2018
Q1 | $9.67M | Hold |
48,801
| – | – | 0.44% | 40 |
|
|
2017
Q4 | $9.67M | Sell |
48,801
-16,934
| -26% | -$3.36M | 0.44% | 40 |
|
|
2017
Q3 | $12.1M | Sell |
65,735
-92
| -0.1% | -$16.9K | 0.48% | 35 |
|
|
2017
Q2 | $11.1M | Buy |
65,827
+3,773
| +6% | +$639K | 0.47% | 39 |
|
|
2017
Q1 | $10.3M | Buy |
62,054
+661
| +1% | +$110K | 0.45% | 40 |
|
|
2016
Q4 | $10M | Sell |
61,393
-1,458
| -2% | -$238K | 0.48% | 31 |
|
|
2016
Q3 | $9.08M | Sell |
62,851
-737
| -1% | -$106K | 0.47% | 33 |
|
|
2016
Q2 | $9.21M | Buy |
63,588
+45,998
| +262% | +$6.66M | 0.51% | 29 |
|
|
2016
Q1 | $3.52M | Sell |
17,590
-46,783
| -73% | -$9.36M | 0.48% | 32 |
|
|
2015
Q4 | $8.5M | Buy |
+64,373
| New | +$8.5M | 0.57% | 33 |
|