TRUE Private 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 | $5.88M | Sell |
12,096
-1,315
| -10% | -$639K | 0.66% | 27 |
|
|
2025
Q1 | $7.14M | Sell |
13,411
-1,100
| -8% | -$586K | 0.87% | 23 |
|
|
2024
Q4 | $6.58M | Sell |
14,511
-130
| -0.9% | -$58.9K | 0.8% | 21 |
|
|
2024
Q3 | $6.74M | Sell |
14,641
-691
| -5% | -$318K | 0.8% | 23 |
|
|
2024
Q2 | $6.24M | Sell |
15,332
-424
| -3% | -$172K | 0.71% | 25 |
|
|
2024
Q1 | $6.63M | Sell |
15,756
-1,886
| -11% | -$793K | 0.76% | 23 |
|
|
2023
Q4 | $6.29M | Buy |
17,642
+1,019
| +6% | +$363K | 0.8% | 22 |
|
|
2023
Q3 | $5.82M | Buy |
16,623
+389
| +2% | +$136K | 0.81% | 22 |
|
|
2023
Q2 | $5.54M | Sell |
16,234
-1
| -0% | -$341 | 0.82% | 18 |
|
|
2023
Q1 | $5.01M | Buy |
16,235
+196
| +1% | +$60.5K | 0.74% | 24 |
|
|
2022
Q4 | $4.95M | Buy |
16,039
+620
| +4% | +$192K | 0.76% | 20 |
|
|
2022
Q3 | $4.12M | Buy |
15,419
+1,243
| +9% | +$332K | 0.62% | 22 |
|
|
2022
Q2 | $3.87M | Buy |
14,176
+761
| +6% | +$208K | 0.56% | 25 |
|
|
2022
Q1 | $4.38M | Sell |
13,415
-361
| -3% | -$118K | 0.62% | 22 |
|
|
2021
Q4 | $4.12M | Buy |
13,776
+535
| +4% | +$160K | 0.59% | 30 |
|
|
2021
Q3 | $3.61M | Sell |
13,241
-2
| -0% | -$546 | 0.53% | 31 |
|
|
2021
Q2 | $3.68M | Sell |
13,243
-476
| -3% | -$132K | 0.55% | 29 |
|
|
2021
Q1 | $3.51M | Buy |
13,719
+9,707
| +242% | +$2.48M | 0.57% | 30 |
|
|
2020
Q4 | $930K | Buy |
4,012
+34
| +0.9% | +$7.88K | 0.16% | 82 |
|
|
2020
Q3 | $847K | Sell |
3,978
-129
| -3% | -$27.5K | 0.14% | 88 |
|
|
2020
Q2 | $733K | Hold |
4,107
| – | – | 0.13% | 92 |
|
|
2020
Q1 | $750K | Sell |
4,107
-1,253
| -23% | -$229K | 0.16% | 77 |
|
|
2019
Q4 | $1.21M | Sell |
5,360
-20
| -0.4% | -$4.53K | 0.19% | 74 |
|
|
2019
Q3 | $1.12M | Sell |
5,380
-120
| -2% | -$25K | 0.19% | 72 |
|
|
2019
Q2 | $1.17M | Buy |
5,500
+249
| +5% | +$53.1K | 0.2% | 70 |
|
|
2019
Q1 | $1.05M | Buy |
5,251
+904
| +21% | +$181K | 0.2% | 78 |
|
|
2018
Q4 | $887K | Buy |
4,347
+246
| +6% | +$50.2K | 0.16% | 94 |
|
|
2018
Q3 | $878K | Buy |
4,101
+32
| +0.8% | +$6.85K | 0.12% | 109 |
|
|
2018
Q2 | $759K | Buy |
4,069
+456
| +13% | +$85.1K | 0.12% | 114 |
|
|
2018
Q1 | $720K | Buy |
3,613
+625
| +21% | +$125K | 0.12% | 105 |
|
|
2017
Q4 | $592K | Buy |
2,988
+1,047
| +54% | +$207K | 0.1% | 110 |
|
|
2017
Q3 | $355K | Buy |
1,941
+20
| +1% | +$3.66K | 0.08% | 107 |
|
|
2017
Q2 | $325K | Buy |
1,921
+199
| +12% | +$33.7K | 0.08% | 105 |
|
|
2017
Q1 | $286K | Sell |
1,722
-168
| -9% | -$27.9K | 0.07% | 114 |
|
|
2016
Q4 | $309K | Buy |
1,890
+168
| +10% | +$27.5K | 0.08% | 106 |
|
|
2016
Q3 | $246K | Sell |
1,722
-221
| -11% | -$31.6K | 0.08% | 120 |
|
|
2016
Q2 | $281K | Buy |
1,943
+158
| +9% | +$22.9K | 0.09% | 101 |
|
|
2016
Q1 | $253K | Buy |
1,785
+149
| +9% | +$21.1K | 0.1% | 102 |
|
|
2015
Q4 | $414K | Buy |
+1,636
| New | +$414K | 0.18% | 66 |
|