NEWAS
N.E.W. Advisory Services’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 | $19.7M | Sell |
40,510
-4,610
| -10% | -$2.24M | 1.91% | 15 |
|
|
2025
Q1 | $24M | Buy |
45,120
+5,606
| +14% | +$2.99M | 1.84% | 14 |
|
|
2024
Q4 | $17.9M | Buy |
39,514
+19
| +0% | +$8.61K | 1.7% | 15 |
|
|
2024
Q3 | $18.2M | Buy |
39,495
+217
| +0.6% | +$99.9K | 1.79% | 14 |
|
|
2024
Q2 | $16M | Sell |
39,278
-394
| -1% | -$160K | 1.72% | 15 |
|
|
2024
Q1 | $16.7M | Buy |
39,672
+129
| +0.3% | +$54.2K | 1.85% | 13 |
|
|
2023
Q4 | $14.1M | Sell |
39,543
-214
| -0.5% | -$76.3K | 1.7% | 13 |
|
|
2023
Q3 | $13.9M | Buy |
39,757
+438
| +1% | +$153K | 1.98% | 12 |
|
|
2023
Q2 | $13.4M | Sell |
39,319
-619
| -2% | -$211K | 1.87% | 12 |
|
|
2023
Q1 | $12.3M | Sell |
39,938
-52
| -0.1% | -$16.1K | 1.79% | 15 |
|
|
2022
Q4 | $12.4M | Buy |
39,990
+991
| +3% | +$306K | 1.93% | 13 |
|
|
2022
Q3 | $10.4M | Sell |
38,999
-286
| -0.7% | -$76.4K | 1.89% | 13 |
|
|
2022
Q2 | $10.7M | Sell |
39,285
-6,651
| -14% | -$1.82M | 1.88% | 14 |
|
|
2022
Q1 | $11.7M | Buy |
45,936
+4,866
| +12% | +$1.24M | 2.22% | 11 |
|
|
2021
Q4 | $12.3M | Sell |
41,070
-465
| -1% | -$139K | 1.85% | 15 |
|
|
2021
Q3 | $11.3M | Sell |
41,535
-1,583
| -4% | -$432K | 1.85% | 14 |
|
|
2021
Q2 | $12M | Sell |
43,118
-2,793
| -6% | -$777K | 2.01% | 14 |
|
|
2021
Q1 | $11.8M | Sell |
45,911
-6,770
| -13% | -$1.75M | 2.22% | 12 |
|
|
2020
Q4 | $12.2M | Sell |
52,681
-6,467
| -11% | -$1.5M | 2.57% | 10 |
|
|
2020
Q3 | $12.6M | Sell |
59,148
-5,147
| -8% | -$1.1M | 3.56% | 8 |
|
|
2020
Q2 | $11.5M | Buy |
+64,295
| New | +$11.5M | 3.57% | 8 |
|
|
2019
Q4 | $15.6M | Buy |
+68,736
| New | +$15.6M | 5.05% | 6 |
|