IWA
IVC Wealth 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 | $354K | Sell |
728
-44
| -6% | -$21.4K | 0.17% | 108 |
|
|
2025
Q1 | $411K | Sell |
772
-3
| -0.4% | -$1.6K | 0.22% | 90 |
|
|
2024
Q4 | $351K | Buy |
775
+8
| +1% | +$3.63K | 0.2% | 98 |
|
|
2024
Q3 | $353K | Sell |
767
-602
| -44% | -$277K | 0.19% | 104 |
|
|
2024
Q2 | $557K | Buy |
1,369
+24
| +2% | +$9.76K | 0.31% | 75 |
|
|
2024
Q1 | $566K | Sell |
1,345
-1
| -0.1% | -$421 | 0.33% | 71 |
|
|
2023
Q4 | $480K | Sell |
1,346
-26
| -2% | -$9.27K | 0.3% | 78 |
|
|
2023
Q3 | $481K | Sell |
1,372
-39
| -3% | -$13.7K | 0.32% | 77 |
|
|
2023
Q2 | $481K | Sell |
1,411
-6
| -0.4% | -$2.05K | 0.3% | 81 |
|
|
2023
Q1 | $438K | Sell |
1,417
-1
| -0.1% | -$309 | 0.31% | 79 |
|
|
2022
Q4 | $438K | Buy |
1,418
+24
| +2% | +$7.41K | 0.32% | 80 |
|
|
2022
Q3 | $372K | Buy |
1,394
+19
| +1% | +$5.07K | 0.3% | 81 |
|
|
2022
Q2 | $375K | Buy |
1,375
+80
| +6% | +$21.8K | 0.29% | 83 |
|
|
2022
Q1 | $457K | Buy |
1,295
+203
| +19% | +$71.6K | 0.3% | 81 |
|
|
2021
Q4 | $327K | Buy |
1,092
+7
| +0.6% | +$2.1K | 0.21% | 105 |
|
|
2021
Q3 | $296K | Sell |
1,085
-150
| -12% | -$40.9K | 0.2% | 107 |
|
|
2021
Q2 | $343K | Sell |
1,235
-250
| -17% | -$69.4K | 0.24% | 102 |
|
|
2021
Q1 | $379K | Hold |
1,485
| – | – | 0.3% | 88 |
|
|
2020
Q4 | $344K | Buy |
+1,485
| New | +$344K | 0.33% | 80 |
|