One Wealth Advisors’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 | $862K | Buy |
1,775
+3
| +0.2% | +$1.46K | 0.12% | 103 |
|
|
2025
Q1 | $944K | Sell |
1,772
-175
| -9% | -$93.2K | 0.14% | 96 |
|
|
2024
Q4 | $883K | Hold |
1,947
| – | – | 0.13% | 81 |
|
|
2024
Q3 | $896K | Sell |
1,947
-1,058
| -35% | -$487K | 0.14% | 82 |
|
|
2024
Q2 | $1.3M | Sell |
3,005
-394
| -12% | -$170K | 0.28% | 50 |
|
|
2024
Q1 | $1.43M | Buy |
3,399
+732
| +27% | +$308K | 0.25% | 64 |
|
|
2023
Q4 | $951K | Sell |
2,667
-22
| -0.8% | -$7.85K | 0.18% | 73 |
|
|
2023
Q3 | $942K | Buy |
2,689
+8
| +0.3% | +$2.8K | 0.21% | 64 |
|
|
2023
Q2 | $914K | Sell |
2,681
-82
| -3% | -$28K | 0.19% | 68 |
|
|
2023
Q1 | $853K | Sell |
2,763
-113
| -4% | -$34.9K | 0.2% | 71 |
|
|
2022
Q4 | $888K | Sell |
2,876
-612
| -18% | -$189K | 0.2% | 74 |
|
|
2022
Q3 | $931K | Buy |
3,488
+1,068
| +44% | +$285K | 0.3% | 45 |
|
|
2022
Q2 | $661K | Hold |
2,420
| – | – | 0.18% | 73 |
|
|
2022
Q1 | $854K | Buy |
2,420
+515
| +27% | +$182K | 0.21% | 62 |
|
|
2021
Q4 | $570K | Buy |
1,905
+9
| +0.5% | +$2.69K | 0.14% | 76 |
|
|
2021
Q3 | $517K | Buy |
1,896
+51
| +3% | +$13.9K | 0.15% | 91 |
|
|
2021
Q2 | $513K | Buy |
1,845
+139
| +8% | +$38.6K | 0.16% | 77 |
|
|
2021
Q1 | $436K | Sell |
1,706
-85
| -5% | -$21.7K | 0.17% | 77 |
|
|
2020
Q4 | $415K | Sell |
1,791
-104
| -5% | -$24.1K | 0.23% | 55 |
|
|
2020
Q3 | $404K | Buy |
+1,895
| New | +$404K | 0.28% | 36 |
|
|
2020
Q2 | – | Sell |
-1,195
| Closed | -$218K | – | 86 |
|
|
2020
Q1 | $218K | Buy |
+1,195
| New | +$218K | 0.22% | 74 |
|
|
2019
Q3 | – | Sell |
-1,309
| Closed | -$279K | – | 116 |
|
|
2019
Q2 | $279K | Sell |
1,309
-544
| -29% | -$116K | 0.23% | 78 |
|
|
2019
Q1 | $372K | Buy |
1,853
+1
| +0.1% | +$201 | 0.3% | 52 |
|
|
2018
Q4 | $378K | Sell |
1,852
-126
| -6% | -$25.7K | 0.38% | 40 |
|
|
2018
Q3 | $424K | Buy |
1,978
+42
| +2% | +$9K | 0.32% | 44 |
|
|
2018
Q2 | $361K | Hold |
1,936
| – | – | 0.29% | 60 |
|
|
2018
Q1 | $386K | Hold |
1,936
| – | – | 0.34% | 48 |
|
|
2017
Q4 | $384K | Buy |
+1,936
| New | +$384K | 0.31% | 47 |
|