IAA
Independent Advisor Alliance’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 | $58.9M | Buy |
121,179
+24,116
| +25% | +$11.7M | 1.7% | 7 |
|
|
2025
Q1 | $51.7M | Buy |
97,063
+3,930
| +4% | +$2.09M | 1.71% | 6 |
|
|
2024
Q4 | $42.2M | Buy |
93,133
+13,032
| +16% | +$5.91M | 0.56% | 33 |
|
|
2024
Q3 | $36.9M | Sell |
80,101
-2,066
| -3% | -$951K | 1.34% | 12 |
|
|
2024
Q2 | $33.4M | Buy |
82,167
+4,970
| +6% | +$2.02M | 1.14% | 17 |
|
|
2024
Q1 | $32.5M | Buy |
77,197
+3,882
| +5% | +$1.63M | 1.17% | 15 |
|
|
2023
Q4 | $26.1M | Buy |
73,315
+2,713
| +4% | +$968K | 0.94% | 18 |
|
|
2023
Q3 | $24.7M | Sell |
70,602
-9,677
| -12% | -$3.39M | 1.12% | 17 |
|
|
2023
Q2 | $27.4M | Sell |
80,279
-1,645
| -2% | -$561K | 1.21% | 15 |
|
|
2023
Q1 | $25.3M | Buy |
81,924
+262
| +0.3% | +$80.9K | 1.22% | 13 |
|
|
2022
Q4 | $355K | Sell |
81,662
-141
| -0.2% | -$613 | 0.12% | 100 |
|
|
2022
Q3 | $21.8M | Sell |
81,803
-1,479
| -2% | -$395K | 1.27% | 10 |
|
|
2022
Q2 | $22.7M | Buy |
83,282
+6,035
| +8% | +$1.65M | 1.27% | 11 |
|
|
2022
Q1 | $27.3M | Buy |
77,247
+1,783
| +2% | +$629K | 1.31% | 11 |
|
|
2021
Q4 | $22.6M | Buy |
75,464
+4,993
| +7% | +$1.49M | 1.11% | 13 |
|
|
2021
Q3 | $19.2M | Buy |
70,471
+3,479
| +5% | +$950K | 1.07% | 15 |
|
|
2021
Q2 | $18.6M | Buy |
66,992
+255
| +0.4% | +$70.9K | 1.02% | 15 |
|
|
2021
Q1 | $17M | Buy |
66,737
+3,485
| +6% | +$890K | 1.01% | 16 |
|
|
2020
Q4 | $14.7M | Buy |
63,252
+1,492
| +2% | +$346K | 1% | 19 |
|
|
2020
Q3 | $13.2M | Sell |
61,760
-6,076
| -9% | -$1.29M | 1% | 19 |
|
|
2020
Q2 | $12.1M | Buy |
67,836
+6,264
| +10% | +$1.12M | 1.3% | 12 |
|
|
2020
Q1 | $11.3M | Buy |
61,572
+6,069
| +11% | +$1.11M | 1.64% | 10 |
|
|
2019
Q4 | $12.6M | Buy |
55,503
+1,860
| +3% | +$421K | 0.55% | 35 |
|
|
2019
Q3 | $11.2M | Buy |
53,643
+2,453
| +5% | +$512K | 1.37% | 15 |
|
|
2019
Q2 | $10.5M | Buy |
51,190
+6,175
| +14% | +$1.26M | 1.52% | 12 |
|
|
2019
Q1 | $9.04M | Buy |
45,015
+18,158
| +68% | +$3.65M | 1.27% | 15 |
|
|
2018
Q4 | $5.48M | Buy |
26,857
+7,478
| +39% | +$1.53M | 0.97% | 24 |
|
|
2018
Q3 | $4.11M | Buy |
19,379
+1,961
| +11% | +$416K | 0.74% | 26 |
|
|
2018
Q2 | $3.22M | Sell |
17,418
-3,147
| -15% | -$581K | 0.67% | 32 |
|
|
2018
Q1 | $4.01M | Buy |
20,565
+1,118
| +6% | +$218K | 0.89% | 25 |
|
|
2017
Q4 | $3.94M | Buy |
19,447
+4,123
| +27% | +$836K | 0.88% | 30 |
|
|
2017
Q3 | $2.87M | Sell |
15,324
-88
| -0.6% | -$16.5K | 0.79% | 31 |
|
|
2017
Q2 | $2.62M | Buy |
15,412
+387
| +3% | +$65.9K | 0.84% | 30 |
|
|
2017
Q1 | $2.49M | Buy |
15,025
+3,000
| +25% | +$498K | 0.39% | 72 |
|
|
2016
Q4 | $1.93M | Buy |
+12,025
| New | +$1.93M | 0.83% | 36 |
|