Prospera Financial 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 | $78M | Buy |
160,532
+118,224
| +279% | +$57.4M | 1.45% | 5 |
|
|
2025
Q1 | $22.5M | Buy |
42,308
+1,828
| +5% | +$974K | 0.52% | 36 |
|
|
2024
Q4 | $18.4M | Buy |
40,480
+3,516
| +10% | +$1.59M | 0.43% | 50 |
|
|
2024
Q3 | $17M | Buy |
36,964
+1,157
| +3% | +$533K | 0.43% | 55 |
|
|
2024
Q2 | $14.6M | Buy |
35,807
+2,483
| +7% | +$1.01M | 0.41% | 50 |
|
|
2024
Q1 | $14M | Buy |
33,324
+332
| +1% | +$140K | 0.42% | 46 |
|
|
2023
Q4 | $11.8M | Sell |
32,992
-303
| -0.9% | -$108K | 0.39% | 48 |
|
|
2023
Q3 | $11.7M | Buy |
33,295
+1,764
| +6% | +$618K | 0.45% | 40 |
|
|
2023
Q2 | $10.8M | Buy |
31,531
+8,584
| +37% | +$2.93M | 0.41% | 47 |
|
|
2023
Q1 | $7.09M | Buy |
22,947
+1,707
| +8% | +$527K | 0.29% | 84 |
|
|
2022
Q4 | $6.56M | Sell |
21,240
-736
| -3% | -$227K | 0.33% | 74 |
|
|
2022
Q3 | $5.87M | Buy |
21,976
+6,427
| +41% | +$1.72M | 0.31% | 72 |
|
|
2022
Q2 | $4.25M | Buy |
15,549
+368
| +2% | +$100K | 0.22% | 100 |
|
|
2022
Q1 | $5.36M | Buy |
15,181
+864
| +6% | +$305K | 0.22% | 100 |
|
|
2021
Q4 | $4.28M | Buy |
14,317
+564
| +4% | +$169K | 0.19% | 125 |
|
|
2021
Q3 | $3.75M | Sell |
13,753
-125
| -0.9% | -$34.1K | 0.19% | 133 |
|
|
2021
Q2 | $3.86M | Sell |
13,878
-104
| -0.7% | -$28.9K | 0.19% | 126 |
|
|
2021
Q1 | $3.57M | Buy |
13,982
+1,760
| +14% | +$450K | 0.21% | 113 |
|
|
2020
Q4 | $2.83M | Buy |
12,222
+11,576
| +1,792% | +$2.68M | 0.2% | 124 |
|
|
2020
Q3 | $138K | Sell |
646
-9,598
| -94% | -$2.05M | 0.05% | 320 |
|
|
2020
Q2 | $1.83M | Buy |
10,244
+913
| +10% | +$163K | 0.16% | 165 |
|
|
2020
Q1 | $1.71M | Buy |
9,331
+531
| +6% | +$97.1K | 0.18% | 140 |
|
|
2019
Q4 | $1.99M | Sell |
8,800
-391
| -4% | -$88.6K | 0.15% | 165 |
|
|
2019
Q3 | $1.91M | Buy |
9,191
+197
| +2% | +$41K | 0.2% | 106 |
|
|
2019
Q2 | $1.92M | Buy |
+8,994
| New | +$1.92M | 0.22% | 95 |
|
|
2019
Q1 | – | Sell |
-6,288
| Closed | -$1.27M | – | 338 |
|
|
2018
Q4 | $1.27M | Buy |
6,288
+116
| +2% | +$23.5K | 0.26% | 95 |
|
|
2018
Q3 | $1.19M | Sell |
6,172
-2,112
| -25% | -$407K | 0.22% | 110 |
|
|
2018
Q2 | $1.55M | Buy |
8,284
+1,793
| +28% | +$335K | 0.21% | 103 |
|
|
2018
Q1 | $1.3M | Buy |
6,491
+1,049
| +19% | +$209K | 0.18% | 118 |
|
|
2017
Q4 | $1.09M | Buy |
5,442
+1,043
| +24% | +$208K | 0.17% | 116 |
|
|
2017
Q3 | $813K | Sell |
4,399
-694
| -14% | -$128K | 0.12% | 160 |
|
|
2017
Q2 | $865K | Sell |
5,093
-1,941
| -28% | -$330K | 0.14% | 144 |
|
|
2017
Q1 | $1.17M | Sell |
7,034
-313
| -4% | -$52.1K | 0.21% | 97 |
|
|
2016
Q4 | $1.2M | Buy |
7,347
+821
| +13% | +$134K | 0.23% | 83 |
|
|
2016
Q3 | $943K | Sell |
6,526
-600
| -8% | -$86.7K | 0.19% | 100 |
|
|
2016
Q2 | $1.03M | Buy |
7,126
+534
| +8% | +$77.3K | 0.21% | 90 |
|
|
2016
Q1 | $935K | Buy |
6,592
+1,528
| +30% | +$217K | 0.21% | 85 |
|
|
2015
Q4 | $669K | Buy |
5,064
+1,413
| +39% | +$187K | 0.15% | 99 |
|
|
2015
Q3 | $476K | Buy |
3,651
+302
| +9% | +$39.4K | 0.12% | 121 |
|
|
2015
Q2 | $456K | Sell |
3,349
-290
| -8% | -$39.5K | 0.11% | 141 |
|
|
2015
Q1 | $525K | Sell |
3,639
-158
| -4% | -$22.8K | 0.12% | 136 |
|
|
2014
Q4 | $570K | Buy |
3,797
+560
| +17% | +$84.1K | 0.14% | 118 |
|
|
2014
Q3 | $439K | Sell |
3,237
-963
| -23% | -$131K | 0.12% | 140 |
|
|
2014
Q2 | $532K | Buy |
4,200
+128
| +3% | +$16.2K | 0.14% | 116 |
|
|
2014
Q1 | $509K | Sell |
4,072
-773
| -16% | -$96.6K | 0.16% | 97 |
|
|
2013
Q4 | $574K | Sell |
4,845
-2,442
| -34% | -$289K | 0.19% | 84 |
|
|
2013
Q3 | $832K | Sell |
7,287
-630
| -8% | -$71.9K | 0.32% | 69 |
|
|
2013
Q2 | $895K | Buy |
+7,917
| New | +$895K | 0.41% | 63 |
|