JWA
JFS 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 | $51.1M | Sell |
105,188
-692
| -0.7% | -$336K | 3.25% | 6 |
|
|
2025
Q1 | $56.4M | Sell |
105,880
-654
| -0.6% | -$348K | 3.82% | 6 |
|
|
2024
Q4 | $48.3M | Sell |
106,534
-1,013
| -0.9% | -$459K | 3.3% | 7 |
|
|
2024
Q3 | $49.5M | Buy |
107,547
+17,961
| +20% | +$8.27M | 3.31% | 7 |
|
|
2024
Q2 | $36.4M | Sell |
89,586
-1,304
| -1% | -$530K | 2.87% | 8 |
|
|
2024
Q1 | $38.2M | Sell |
90,890
-830
| -0.9% | -$349K | 3.03% | 8 |
|
|
2023
Q4 | $32.7M | Sell |
91,720
-6,734
| -7% | -$2.4M | 2.78% | 9 |
|
|
2023
Q3 | $34.5M | Buy |
98,454
+856
| +0.9% | +$300K | 3.25% | 8 |
|
|
2023
Q2 | $33.3M | Sell |
97,598
-580
| -0.6% | -$198K | 2.99% | 8 |
|
|
2023
Q1 | $30.3M | Sell |
98,178
-1,881
| -2% | -$581K | 2.86% | 9 |
|
|
2022
Q4 | $30.9M | Buy |
100,059
+180
| +0.2% | +$55.6K | 3.02% | 9 |
|
|
2022
Q3 | $26.7M | Buy |
99,879
+978
| +1% | +$261K | 2.93% | 9 |
|
|
2022
Q2 | $27M | Buy |
98,901
+2,236
| +2% | +$610K | 2.85% | 9 |
|
|
2022
Q1 | $34.1M | Sell |
96,665
-1,093
| -1% | -$386K | 3.22% | 8 |
|
|
2021
Q4 | $29.2M | Sell |
97,758
-1,101
| -1% | -$329K | 2.76% | 8 |
|
|
2021
Q3 | $27M | Buy |
98,859
+1,439
| +1% | +$393K | 2.77% | 8 |
|
|
2021
Q2 | $27.1M | Buy |
97,420
+491
| +0.5% | +$136K | 4.04% | 6 |
|
|
2021
Q1 | $24.8M | Sell |
96,929
-4,378
| -4% | -$1.12M | 5.05% | 4 |
|
|
2020
Q4 | $23.5M | Sell |
101,307
-778
| -0.8% | -$180K | 4.93% | 4 |
|
|
2020
Q3 | $21.7M | Sell |
102,085
-769
| -0.7% | -$164K | 5.17% | 3 |
|
|
2020
Q2 | $18.4M | Buy |
102,854
+2,269
| +2% | +$405K | 4.76% | 4 |
|
|
2020
Q1 | $18.4M | Sell |
100,585
-2,676
| -3% | -$489K | 5.51% | 3 |
|
|
2019
Q4 | $23.4M | Sell |
103,261
-1,542
| -1% | -$349K | 5.76% | 4 |
|
|
2019
Q3 | $21.8M | Sell |
104,803
-2,348
| -2% | -$488K | 5.56% | 4 |
|
|
2019
Q2 | $22.8M | Sell |
107,151
-8,314
| -7% | -$1.77M | 5.78% | 3 |
|
|
2019
Q1 | $23.2M | Sell |
115,465
-1,363
| -1% | -$274K | 6.05% | 3 |
|
|
2018
Q4 | $23.9M | Sell |
116,828
-2,049
| -2% | -$418K | 6.39% | 3 |
|
|
2018
Q3 | $25.5M | Sell |
118,877
-3,295
| -3% | -$705K | 6.55% | 3 |
|
|
2018
Q2 | $22.8M | Buy |
122,172
+926
| +0.8% | +$173K | 6% | 3 |
|
|
2018
Q1 | $24.2M | Sell |
121,246
-4,348
| -3% | -$867K | 6.38% | 3 |
|
|
2017
Q4 | $24.9M | Sell |
125,594
-3,260
| -3% | -$646K | 6.1% | 3 |
|
|
2017
Q3 | $23.6M | Sell |
128,854
-3,319
| -3% | -$608K | 6.1% | 3 |
|
|
2017
Q2 | $22.4M | Sell |
132,173
-4,859
| -4% | -$823K | 6.15% | 3 |
|
|
2017
Q1 | $22.3M | Hold |
137,032
| – | – | 6.05% | 3 |
|
|
2016
Q4 | $22.3M | Sell |
137,032
-1,876
| -1% | -$306K | 6.05% | 3 |
|
|
2016
Q3 | $20.1M | Buy |
138,908
+222
| +0.2% | +$32.1K | 5.74% | 3 |
|
|
2016
Q2 | $20.1M | Sell |
138,686
-5,175
| -4% | -$749K | 5.55% | 3 |
|
|
2016
Q1 | $20.4M | Buy |
143,861
+493
| +0.3% | +$69.9K | 6.02% | 3 |
|
|
2015
Q4 | $18.9M | Buy |
143,368
+750
| +0.5% | +$99K | 5.45% | 3 |
|
|
2015
Q3 | $18.6M | Buy |
142,618
+86,004
| +152% | +$11.2M | 8.19% | 1 |
|
|
2015
Q2 | $7.71M | Sell |
56,614
-78,758
| -58% | -$10.7M | 3.96% | 6 |
|
|
2015
Q1 | $19.5M | Sell |
135,372
-3,578
| -3% | -$516K | 9.16% | 1 |
|
|
2014
Q4 | $20.9M | Buy |
138,950
+376
| +0.3% | +$56.5K | 3.31% | 2 |
|
|
2014
Q3 | $19.1M | Buy |
138,574
+2,722
| +2% | +$376K | 3.35% | 2 |
|
|
2014
Q2 | $17.2M | Buy |
+135,852
| New | +$17.2M | 3.15% | 2 |
|
|
2014
Q1 | – | Sell |
-136,206
| Closed | -$16.1M | – | 115 |
|
|
2013
Q4 | $16.1M | Sell |
136,206
-4,110
| -3% | -$487K | 7.03% | 3 |
|
|
2013
Q3 | $15.9M | Sell |
140,316
-10,536
| -7% | -$1.2M | 7.44% | 3 |
|
|
2013
Q2 | $16.9M | Buy |
+150,852
| New | +$16.9M | 8.47% | 1 |
|