USCWA
U.S. Capital Wealth Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.7M | Sell |
42,625
-2,041
| -5% | -$991K | 0.6% | 30 |
|
|
2025
Q1 | $23.8M | Buy |
44,666
+2,259
| +5% | +$1.2M | 0.73% | 21 |
|
|
2024
Q4 | $19.2M | Buy |
42,407
+413
| +1% | +$187K | 0.59% | 28 |
|
|
2024
Q3 | $19.3M | Sell |
41,994
-10,231
| -20% | -$4.71M | 0.68% | 24 |
|
|
2024
Q2 | $21.2M | Sell |
52,225
-5,412
| -9% | -$2.2M | 0.81% | 20 |
|
|
2024
Q1 | $24.2M | Sell |
57,637
-7,904
| -12% | -$3.32M | 0.93% | 17 |
|
|
2023
Q4 | $23.4M | Buy |
65,541
+1,176
| +2% | +$419K | 0.93% | 14 |
|
|
2023
Q3 | $22.5M | Sell |
64,365
-772
| -1% | -$270K | 1.01% | 14 |
|
|
2023
Q2 | $22.2M | Sell |
65,137
-426
| -0.6% | -$145K | 1.05% | 14 |
|
|
2023
Q1 | $20.2M | Buy |
65,563
+951
| +1% | +$294K | 0.94% | 13 |
|
|
2022
Q4 | $20M | Sell |
64,612
-4,331
| -6% | -$1.34M | 0.92% | 16 |
|
|
2022
Q3 | $18.4M | Sell |
68,943
-691
| -1% | -$185K | 0.93% | 15 |
|
|
2022
Q2 | $19M | Buy |
69,634
+4,748
| +7% | +$1.3M | 0.83% | 19 |
|
|
2022
Q1 | $22.9M | Buy |
64,886
+1,519
| +2% | +$536K | 0.84% | 17 |
|
|
2021
Q4 | $18.9M | Buy |
63,367
+104
| +0.2% | +$31.1K | 0.75% | 19 |
|
|
2021
Q3 | $17.3M | Buy |
+63,263
| New | +$17.3M | 0.75% | 20 |
|