Nicolet Advisory Services’s Berkshire Hathaway Class B BRK.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.3M | Sell |
57,817
-3,413
| -6% | -$1.61M | 2.33% | 7 |
|
|
2025
Q1 | $31.6M | Buy |
61,230
+3,513
| +6% | +$1.81M | 3.13% | 3 |
|
|
2024
Q4 | $25.5M | Sell |
57,717
-90
| -0.2% | -$39.8K | 2.35% | 7 |
|
|
2024
Q3 | $26.2M | Buy |
57,807
+1,025
| +2% | +$464K | 2.47% | 7 |
|
|
2024
Q2 | $23.5M | Buy |
56,782
+674
| +1% | +$279K | 2.25% | 7 |
|
|
2024
Q1 | $23.3M | Buy |
56,108
+985
| +2% | +$408K | 2.36% | 9 |
|
|
2023
Q4 | $20.2M | Buy |
55,123
+1,268
| +2% | +$464K | 2.17% | 9 |
|
|
2023
Q3 | $18.5M | Buy |
53,855
+4,995
| +10% | +$1.72M | 2.05% | 9 |
|
|
2023
Q2 | $16.7M | Buy |
48,860
+8,562
| +21% | +$2.92M | 1.83% | 11 |
|
|
2023
Q1 | $12.6M | Buy |
40,298
+16,591
| +70% | +$5.18M | 1.45% | 12 |
|
|
2022
Q4 | $7.6M | Buy |
23,707
+18,808
| +384% | +$6.03M | 1% | 16 |
|
|
2022
Q3 | $1.31M | Buy |
4,899
+3
| +0.1% | +$801 | 0.21% | 47 |
|
|
2022
Q2 | $1.37M | Sell |
4,896
-669
| -12% | -$187K | 0.2% | 48 |
|
|
2022
Q1 | $1.97M | Buy |
5,565
+64
| +1% | +$22.6K | 0.26% | 43 |
|
|
2021
Q4 | $1.65M | Sell |
5,501
-419
| -7% | -$125K | 0.2% | 49 |
|
|
2021
Q3 | $1.62M | Buy |
5,920
+313
| +6% | +$85.6K | 0.21% | 50 |
|
|
2021
Q2 | $1.56M | Sell |
5,607
-508
| -8% | -$141K | 0.2% | 52 |
|
|
2021
Q1 | $1.56M | Sell |
6,115
-5,643
| -48% | -$1.44M | 0.22% | 50 |
|
|
2020
Q4 | $2.73M | Sell |
11,758
-60
| -0.5% | -$13.9K | 0.38% | 36 |
|
|
2020
Q3 | $2.52M | Sell |
11,818
-569
| -5% | -$121K | 0.39% | 35 |
|
|
2020
Q2 | $2.21M | Sell |
12,387
-576
| -4% | -$103K | 0.34% | 44 |
|
|
2020
Q1 | $2.37M | Buy |
12,963
+7,968
| +160% | +$1.46M | 0.42% | 40 |
|
|
2019
Q4 | $1.13M | Sell |
4,995
-1,667
| -25% | -$377K | 0.18% | 59 |
|
|
2019
Q3 | $1.39M | Buy |
6,662
+212
| +3% | +$44.1K | 0.21% | 48 |
|
|
2019
Q2 | $1.38M | Buy |
6,450
+291
| +5% | +$62K | 0.21% | 41 |
|
|
2019
Q1 | $1.24M | Buy |
+6,159
| New | +$1.24M | 0.21% | 41 |
|