United Asset Strategies’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 | $2.46M | Sell |
5,074
-60
| -1% | -$29.1K | 0.21% | 87 |
|
|
2025
Q1 | $2.73M | Sell |
5,134
-86
| -2% | -$45.8K | 0.25% | 78 |
|
|
2024
Q4 | $2.37M | Sell |
5,220
-56
| -1% | -$25.4K | 0.22% | 90 |
|
|
2024
Q3 | $2.43M | Sell |
5,276
-3
| -0.1% | -$1.38K | 0.23% | 89 |
|
|
2024
Q2 | $2.15M | Sell |
5,279
-24
| -0.5% | -$9.76K | 0.21% | 90 |
|
|
2024
Q1 | $2.23M | Buy |
5,303
+416
| +9% | +$175K | 0.22% | 85 |
|
|
2023
Q4 | $1.74M | Sell |
4,887
-52
| -1% | -$18.5K | 0.2% | 96 |
|
|
2023
Q3 | $1.73M | Sell |
4,939
-389
| -7% | -$136K | 0.22% | 97 |
|
|
2023
Q2 | $1.82M | Buy |
5,328
+432
| +9% | +$147K | 0.23% | 96 |
|
|
2023
Q1 | $1.51M | Sell |
4,896
-10
| -0.2% | -$3.09K | 0.2% | 104 |
|
|
2022
Q4 | $1.52M | Sell |
4,906
-136
| -3% | -$42K | 0.21% | 95 |
|
|
2022
Q3 | $1.35M | Sell |
5,042
-160
| -3% | -$42.7K | 0.21% | 99 |
|
|
2022
Q2 | $1.42M | Sell |
5,202
-38
| -0.7% | -$10.4K | 0.21% | 94 |
|
|
2022
Q1 | $1.85M | Sell |
5,240
-15
| -0.3% | -$5.29K | 0.24% | 83 |
|
|
2021
Q4 | $1.57M | Buy |
5,255
+206
| +4% | +$61.6K | 0.19% | 96 |
|
|
2021
Q3 | $1.38M | Buy |
5,049
+13
| +0.3% | +$3.55K | 0.18% | 98 |
|
|
2021
Q2 | $1.4M | Buy |
5,036
+106
| +2% | +$29.5K | 0.19% | 95 |
|
|
2021
Q1 | $1.26M | Sell |
4,930
-570
| -10% | -$146K | 0.18% | 95 |
|
|
2020
Q4 | $1.28M | Sell |
5,500
-152
| -3% | -$35.2K | 0.2% | 90 |
|
|
2020
Q3 | $1.2M | Buy |
5,652
+270
| +5% | +$57.5K | 0.22% | 83 |
|
|
2020
Q2 | $961K | Sell |
5,382
-625
| -10% | -$112K | 0.19% | 95 |
|
|
2020
Q1 | $1.1M | Sell |
6,007
-95
| -2% | -$17.4K | 0.27% | 81 |
|
|
2019
Q4 | $1.38M | Buy |
6,102
+32
| +0.5% | +$7.25K | 0.27% | 86 |
|
|
2019
Q3 | $1.26M | Buy |
6,070
+73
| +1% | +$15.2K | 0.28% | 88 |
|
|
2019
Q2 | $1.28M | Buy |
5,997
+95
| +2% | +$20.2K | 0.29% | 84 |
|
|
2019
Q1 | $1.19M | Sell |
5,902
-275
| -4% | -$55.3K | 0.28% | 89 |
|
|
2018
Q4 | $1.26M | Buy |
6,177
+168
| +3% | +$34.3K | 0.34% | 74 |
|
|
2018
Q3 | $1.29M | Sell |
6,009
-145
| -2% | -$31.1K | 0.3% | 78 |
|
|
2018
Q2 | $1.15M | Sell |
6,154
-81
| -1% | -$15.1K | 0.3% | 82 |
|
|
2018
Q1 | $1.24M | Buy |
6,235
+151
| +2% | +$30.1K | 0.37% | 71 |
|
|
2017
Q4 | $1.21M | Buy |
6,084
+410
| +7% | +$81.3K | 0.32% | 77 |
|
|
2017
Q3 | $1.04M | Buy |
5,674
+95
| +2% | +$17.4K | 0.59% | 45 |
|
|
2017
Q2 | $945K | Buy |
5,579
+581
| +12% | +$98.4K | 0.28% | 83 |
|
|
2017
Q1 | $833K | Sell |
4,998
-105
| -2% | -$17.5K | 0.25% | 83 |
|
|
2016
Q4 | $832K | Sell |
5,103
-1,061
| -17% | -$173K | 0.27% | 80 |
|
|
2016
Q3 | $862K | Buy |
6,164
+136
| +2% | +$19K | 0.3% | 73 |
|
|
2016
Q2 | $873K | Sell |
6,028
-480
| -7% | -$69.5K | 0.33% | 68 |
|
|
2016
Q1 | $923K | Sell |
6,508
-933
| -13% | -$132K | 0.41% | 59 |
|
|
2015
Q4 | $983K | Sell |
7,441
-647
| -8% | -$85.5K | 0.43% | 60 |
|
|
2015
Q3 | $1.06M | Buy |
8,088
+2,097
| +35% | +$274K | 0.49% | 51 |
|
|
2015
Q2 | $815K | Buy |
5,991
+7
| +0.1% | +$952 | 0.36% | 73 |
|
|
2015
Q1 | $845K | Buy |
5,984
+163
| +3% | +$23K | 0.39% | 65 |
|
|
2014
Q4 | $874K | Sell |
5,821
-770
| -12% | -$116K | 0.37% | 68 |
|
|
2014
Q3 | $910K | Buy |
+6,591
| New | +$910K | 0.41% | 68 |
|
|
2014
Q2 | – | Sell |
-6,266
| Closed | -$783K | – | 122 |
|
|
2014
Q1 | $783K | Buy |
6,266
+3,485
| +125% | +$435K | 0.44% | 59 |
|
|
2013
Q4 | $330K | Sell |
2,781
-245
| -8% | -$29.1K | 0.23% | 77 |
|
|
2013
Q3 | $343K | Sell |
3,026
-150
| -5% | -$17K | 0.22% | 79 |
|
|
2013
Q2 | $355K | Buy |
+3,176
| New | +$355K | 0.23% | 79 |
|