San Luis 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 | $5.09M | Sell |
10,467
-1,437
| -12% | -$698K | 1.09% | 31 |
|
|
2025
Q1 | $6.34M | Sell |
11,904
-2,920
| -20% | -$1.56M | 1.43% | 18 |
|
|
2024
Q4 | $6.72M | Buy |
14,824
+4,256
| +40% | +$1.93M | 1.27% | 19 |
|
|
2024
Q3 | $4.86M | Buy |
10,568
+1,089
| +11% | +$501K | 1% | 24 |
|
|
2024
Q2 | $3.86M | Buy |
+9,479
| New | +$3.86M | 0.93% | 32 |
|
|
2024
Q1 | – | Sell |
-7,879
| Closed | -$2.81M | – | 55 |
|
|
2023
Q4 | $2.81M | Buy |
7,879
+6,906
| +710% | +$2.46M | 1.19% | 22 |
|
|
2023
Q3 | $341K | Buy |
973
+18
| +2% | +$6.31K | 0.16% | 50 |
|
|
2023
Q2 | $326K | Sell |
955
-144
| -13% | -$49.2K | 0.12% | 138 |
|
|
2023
Q1 | $339K | Buy |
+1,099
| New | +$339K | 0.13% | 128 |
|
|
2022
Q2 | – | Sell |
-772
| Closed | -$231K | – | 115 |
|
|
2022
Q1 | $231K | Buy |
+772
| New | +$231K | 0.11% | 138 |
|
|
2021
Q4 | – | Sell |
-1,807
| Closed | -$493K | – | 96 |
|
|
2021
Q3 | $493K | Buy |
+1,807
| New | +$493K | 0.27% | 89 |
|