MWA
MFA 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 | $861K | Sell |
1,772
-39
| -2% | -$18.9K | 0.2% | 53 |
|
2025
Q1 | $965K | Buy |
1,811
+40
| +2% | +$21.3K | 0.24% | 45 |
|
2024
Q4 | $803K | Sell |
1,771
-1
| -0.1% | -$453 | 0.21% | 47 |
|
2024
Q3 | $816K | Sell |
1,772
-15
| -0.8% | -$6.9K | 0.18% | 52 |
|
2024
Q2 | $727K | Hold |
1,787
| – | – | 0.16% | 56 |
|
2024
Q1 | $751K | Sell |
1,787
-8
| -0.4% | -$3.36K | 0.2% | 58 |
|
2023
Q4 | $640K | Buy |
1,795
+728
| +68% | +$260K | 0.18% | 58 |
|
2023
Q3 | $374K | Hold |
1,067
| – | – | 0.12% | 66 |
|
2023
Q2 | $364K | Buy |
1,067
+40
| +4% | +$13.6K | 0.11% | 63 |
|
2023
Q1 | $317K | Sell |
1,027
-6
| -0.6% | -$1.85K | 0.1% | 64 |
|
2022
Q4 | $319K | Buy |
1,033
+200
| +24% | +$61.8K | 0.12% | 48 |
|
2022
Q3 | $222K | Sell |
833
-41
| -5% | -$10.9K | 0.08% | 53 |
|
2022
Q2 | $240K | Sell |
874
-6
| -0.7% | -$1.65K | 0.09% | 55 |
|
2022
Q1 | $311K | Buy |
880
+108
| +14% | +$38.2K | 0.1% | 56 |
|
2021
Q4 | $231K | Hold |
772
| – | – | 0.1% | 66 |
|
2021
Q3 | $211K | Sell |
772
-359
| -32% | -$98.1K | 0.1% | 61 |
|
2021
Q2 | $314K | Sell |
1,131
-102
| -8% | -$28.3K | 0.14% | 56 |
|
2021
Q1 | $315K | Buy |
1,233
+88
| +8% | +$22.5K | 0.15% | 54 |
|
2020
Q4 | $265K | Hold |
1,145
| – | – | 0.24% | 37 |
|
2020
Q3 | $244K | Sell |
1,145
-60
| -5% | -$12.8K | 0.26% | 33 |
|
2020
Q2 | $215K | Buy |
+1,205
| New | +$215K | 0.14% | 42 |
|
2020
Q1 | – | Sell |
-6,575
| Closed | -$1.48M | – | 49 |
|
2019
Q4 | $1.48M | Sell |
6,575
-73
| -1% | -$16.4K | 1.07% | 15 |
|
2019
Q3 | $1.38M | Sell |
6,648
-56
| -0.8% | -$11.7K | 1.13% | 15 |
|
2019
Q2 | $1.43M | Sell |
6,704
-63
| -0.9% | -$13.4K | 1.07% | 17 |
|
2019
Q1 | $1.35M | Buy |
6,767
+47
| +0.7% | +$9.36K | 0.89% | 23 |
|
2018
Q4 | $1.36M | Buy |
6,720
+78
| +1% | +$15.8K | 1.37% | 16 |
|
2018
Q3 | $1.45M | Buy |
6,642
+82
| +1% | +$17.9K | 1.08% | 22 |
|
2018
Q2 | $1.37M | Sell |
6,560
-19
| -0.3% | -$3.98K | 0.9% | 22 |
|
2018
Q1 | $1.29M | Sell |
6,579
-114
| -2% | -$22.3K | 0.97% | 20 |
|
2017
Q4 | $1.44M | Buy |
+6,693
| New | +$1.44M | 0.98% | 23 |
|