Physician 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 | $2.4M | Buy |
4,950
+186
| +4% | +$90.4K | 0.38% | 46 |
|
|
2025
Q1 | $2.54M | Buy |
4,764
+212
| +5% | +$113K | 0.44% | 42 |
|
|
2024
Q4 | $2.06M | Buy |
4,552
+487
| +12% | +$221K | 0.35% | 47 |
|
|
2024
Q3 | $1.88M | Buy |
4,065
+521
| +15% | +$241K | 0.34% | 47 |
|
|
2024
Q2 | $1.56M | Buy |
3,544
+1
| +0% | +$439 | 0.29% | 51 |
|
|
2024
Q1 | $1.41M | Sell |
3,543
-55
| -2% | -$21.8K | 0.3% | 52 |
|
|
2023
Q4 | $1.32M | Sell |
3,598
-73
| -2% | -$26.9K | 0.3% | 51 |
|
|
2023
Q3 | $1.27M | Buy |
3,671
+10
| +0.3% | +$3.46K | 0.33% | 47 |
|
|
2023
Q2 | $1.25M | Buy |
3,661
+60
| +2% | +$20.5K | 0.31% | 46 |
|
|
2023
Q1 | $1.16M | Sell |
3,601
-4
| -0.1% | -$1.29K | 0.31% | 48 |
|
|
2022
Q4 | $1.12M | Sell |
3,605
-106
| -3% | -$33K | 0.3% | 47 |
|
|
2022
Q3 | $1.04M | Buy |
3,711
+386
| +12% | +$108K | 0.32% | 49 |
|
|
2022
Q2 | $984K | Buy |
3,325
+66
| +2% | +$19.5K | 0.29% | 51 |
|
|
2022
Q1 | $1.07M | Sell |
3,259
-96
| -3% | -$31.4K | 0.28% | 52 |
|
|
2021
Q4 | $1.07M | Sell |
3,355
-149
| -4% | -$47.7K | 0.28% | 50 |
|
|
2021
Q3 | $996K | Sell |
3,504
-227
| -6% | -$64.5K | 0.27% | 51 |
|
|
2021
Q2 | $1.04M | Sell |
3,731
-224
| -6% | -$62.2K | 0.3% | 47 |
|
|
2021
Q1 | $1.04M | Buy |
3,955
+4
| +0.1% | +$1.05K | 0.34% | 46 |
|
|
2020
Q4 | $962K | Sell |
3,951
-529
| -12% | -$129K | 0.33% | 46 |
|
|
2020
Q3 | $915K | Sell |
4,480
-34
| -0.8% | -$6.94K | 0.37% | 43 |
|
|
2020
Q2 | $960K | Sell |
4,514
-290
| -6% | -$61.7K | 0.39% | 44 |
|
|
2020
Q1 | $896K | Buy |
4,804
+1,718
| +56% | +$320K | 0.45% | 41 |
|
|
2019
Q4 | $705K | Sell |
3,086
-47
| -2% | -$10.7K | 0.31% | 43 |
|
|
2019
Q3 | $686K | Buy |
+3,133
| New | +$686K | 0.34% | 45 |
|