Transamerica Financial 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 | $22.3K | Hold |
46
| – | – | ﹤0.01% | 334 |
|
|
2025
Q1 | $25K | Hold |
46
| – | – | ﹤0.01% | 327 |
|
|
2024
Q4 | $21K | Sell |
46
-1
| -2% | -$457 | ﹤0.01% | 329 |
|
|
2024
Q3 | $22K | Buy |
+47
| New | +$22K | ﹤0.01% | 324 |
|
|
2024
Q2 | – | Sell |
-47
| Closed | -$20K | – | 588 |
|
|
2024
Q1 | $20K | Buy |
+47
| New | +$20K | ﹤0.01% | 327 |
|
|
2020
Q3 | – | Sell |
-1
| Closed | -$1K | – | 205 |
|
|
2020
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 332 |
|
|
2019
Q3 | – | Sell |
-410
| Closed | -$88K | – | 133 |
|
|
2019
Q2 | $88K | Buy |
+410
| New | +$88K | 0.02% | 230 |
|
|
2019
Q1 | – | Sell |
-442
| Closed | -$91K | – | 129 |
|
|
2018
Q4 | $91K | Sell |
442
-52
| -11% | -$10.7K | 0.02% | 183 |
|
|
2018
Q3 | $106K | Sell |
494
-31
| -6% | -$6.65K | 0.02% | 198 |
|
|
2018
Q2 | $98K | Sell |
525
-8,652
| -94% | -$1.62M | 0.02% | 207 |
|
|
2018
Q1 | $1.83M | Sell |
9,177
-394
| -4% | -$78.6K | 0.27% | 109 |
|
|
2017
Q4 | $1.9M | Sell |
9,571
-170
| -2% | -$33.7K | 0.25% | 116 |
|
|
2017
Q3 | $1.79M | Buy |
+9,741
| New | +$1.79M | 0.22% | 120 |
|
|
2017
Q2 | – | Sell |
-9,497
| Closed | -$1.58M | – | 406 |
|
|
2017
Q1 | $1.58M | Buy |
9,497
+6
| +0.1% | +$1K | 0.19% | 133 |
|
|
2016
Q4 | $1.55M | Sell |
9,491
-303
| -3% | -$49.4K | 0.18% | 127 |
|
|
2016
Q3 | $1.42M | Buy |
9,794
+1,186
| +14% | +$171K | 0.15% | 132 |
|
|
2016
Q2 | $1.25M | Sell |
8,608
-3,376
| -28% | -$489K | 0.13% | 144 |
|
|
2016
Q1 | $1.7M | Buy |
11,984
+3,292
| +38% | +$467K | 0.14% | 133 |
|
|
2015
Q4 | $1.15M | Buy |
8,692
+2,848
| +49% | +$376K | 0.08% | 162 |
|
|
2015
Q3 | $763K | Sell |
5,844
-336
| -5% | -$43.9K | 0.06% | 175 |
|
|
2015
Q2 | $842K | Sell |
6,180
-2,049
| -25% | -$279K | 0.06% | 190 |
|
|
2015
Q1 | $1.19M | Sell |
8,229
-13,937
| -63% | -$2.01M | 0.08% | 161 |
|
|
2014
Q4 | $3.33M | Buy |
22,166
+2,317
| +12% | +$348K | 0.26% | 51 |
|
|
2014
Q3 | $2.74M | Buy |
19,849
+10,731
| +118% | +$1.48M | 0.25% | 56 |
|
|
2014
Q2 | $1.15M | Sell |
9,118
-1,366
| -13% | -$173K | 0.1% | 114 |
|
|
2014
Q1 | $1.31M | Buy |
10,484
+3,655
| +54% | +$457K | 0.13% | 87 |
|
|
2013
Q4 | $810K | Buy |
6,829
+424
| +7% | +$50.3K | 0.09% | 115 |
|
|
2013
Q3 | $727K | Sell |
6,405
-220
| -3% | -$25K | 0.09% | 119 |
|
|
2013
Q2 | $742K | Buy |
+6,625
| New | +$742K | 0.12% | 89 |
|