United Advisor Group’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 | $1.34M | Buy |
2,758
+479
| +21% | +$233K | 0.23% | 107 |
|
|
2025
Q1 | $1.21M | Buy |
2,279
+73
| +3% | +$38.9K | 0.25% | 96 |
|
|
2024
Q4 | $1,000K | Buy |
2,206
+30
| +1% | +$13.6K | 0.2% | 122 |
|
|
2024
Q3 | $1M | Buy |
2,176
+164
| +8% | +$75.5K | 0.23% | 105 |
|
|
2024
Q2 | $818K | Buy |
2,012
+619
| +44% | +$252K | 0.25% | 90 |
|
|
2024
Q1 | $586K | Buy |
+1,393
| New | +$586K | 0.22% | 104 |
|