UCFA
United Capital Financial 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 | $107M | Sell |
220,845
-12,541
| -5% | -$6.09M | 0.87% | 23 |
|
|
2025
Q1 | $124M | Buy |
233,386
+4,180
| +2% | +$2.23M | 1.06% | 15 |
|
|
2024
Q4 | $104M | Buy |
229,206
+2,632
| +1% | +$1.19M | 0.88% | 24 |
|
|
2024
Q3 | $104M | Sell |
226,574
-2,836
| -1% | -$1.31M | 0.86% | 23 |
|
|
2024
Q2 | $93.3M | Sell |
229,410
-23,178
| -9% | -$9.43M | 0.8% | 26 |
|
|
2024
Q1 | $106M | Buy |
252,588
+1,659
| +0.7% | +$698K | 0.88% | 21 |
|
|
2023
Q4 | $89.5M | Sell |
250,929
-48,016
| -16% | -$17.1M | 0.74% | 24 |
|
|
2023
Q3 | $105M | Sell |
298,945
-37,244
| -11% | -$13M | 0.69% | 29 |
|
|
2023
Q2 | $115M | Sell |
336,189
-14,216
| -4% | -$4.85M | 0.63% | 29 |
|
|
2023
Q1 | $108M | Sell |
350,405
-42,438
| -11% | -$13.1M | 0.6% | 29 |
|
|
2022
Q4 | $121M | Sell |
392,843
-9,853
| -2% | -$3.04M | 0.68% | 27 |
|
|
2022
Q3 | $108M | Sell |
402,696
-8,152
| -2% | -$2.18M | 0.64% | 30 |
|
|
2022
Q2 | $112M | Sell |
410,848
-3,636
| -0.9% | -$993K | 0.62% | 30 |
|
|
2022
Q1 | $146M | Sell |
414,484
-19,181
| -4% | -$6.77M | 0.71% | 24 |
|
|
2021
Q4 | $130M | Buy |
433,665
+1,908
| +0.4% | +$570K | 0.6% | 31 |
|
|
2021
Q3 | $118M | Sell |
431,757
-1,373
| -0.3% | -$375K | 0.59% | 30 |
|
|
2021
Q2 | $120M | Sell |
433,130
-7,563
| -2% | -$2.1M | 0.61% | 30 |
|
|
2021
Q1 | $113M | Sell |
440,693
-23,338
| -5% | -$5.96M | 0.62% | 28 |
|
|
2020
Q4 | $108M | Sell |
464,031
-6,960
| -1% | -$1.61M | 0.65% | 26 |
|
|
2020
Q3 | $100M | Sell |
470,991
-11,244
| -2% | -$2.39M | 0.65% | 21 |
|
|
2020
Q2 | $86.1M | Buy |
482,235
+54,856
| +13% | +$9.79M | 0.63% | 21 |
|
|
2020
Q1 | $77.1M | Sell |
427,379
-1,331
| -0.3% | -$240K | 0.64% | 23 |
|
|
2019
Q4 | $97.1M | Buy |
428,710
+26,301
| +7% | +$5.96M | 0.63% | 23 |
|
|
2019
Q3 | $83.7M | Sell |
402,409
-9,914
| -2% | -$2.06M | 0.59% | 25 |
|
|
2019
Q2 | $87.9M | Buy |
412,323
+28,088
| +7% | +$5.99M | 0.57% | 28 |
|
|
2019
Q1 | $77.2M | Buy |
384,235
+11,616
| +3% | +$2.33M | 0.54% | 29 |
|
|
2018
Q4 | $76.1M | Buy |
372,619
+17,179
| +5% | +$3.51M | 0.6% | 26 |
|
|
2018
Q3 | $76.1M | Buy |
355,440
+1,406
| +0.4% | +$301K | 0.53% | 32 |
|
|
2018
Q2 | $66.1M | Sell |
354,034
-3,193
| -0.9% | -$596K | 0.49% | 35 |
|
|
2018
Q1 | $71.3M | Buy |
357,227
+5,738
| +2% | +$1.14M | 0.54% | 28 |
|
|
2017
Q4 | $70.1M | Buy |
351,489
+7,659
| +2% | +$1.53M | 0.55% | 28 |
|
|
2017
Q3 | $63M | Buy |
343,830
+3,980
| +1% | +$730K | 0.53% | 32 |
|
|
2017
Q2 | $57.6M | Buy |
339,850
+13,611
| +4% | +$2.31M | 0.52% | 32 |
|
|
2017
Q1 | $54.4M | Buy |
326,239
+7,132
| +2% | +$1.19M | 0.51% | 35 |
|
|
2016
Q4 | $52M | Buy |
319,107
+5,362
| +2% | +$874K | 0.51% | 35 |
|
|
2016
Q3 | $45.3M | Sell |
313,745
-6,567
| -2% | -$949K | 0.44% | 39 |
|
|
2016
Q2 | $46.4M | Buy |
320,312
+24,488
| +8% | +$3.55M | 0.47% | 37 |
|
|
2016
Q1 | $42M | Buy |
295,824
+12,582
| +4% | +$1.79M | 0.46% | 36 |
|
|
2015
Q4 | $37.4M | Buy |
283,242
+8,678
| +3% | +$1.15M | 0.43% | 43 |
|
|
2015
Q3 | $35.8M | Buy |
274,564
+39,812
| +17% | +$5.19M | 0.43% | 39 |
|
|
2015
Q2 | $32M | Buy |
234,752
+13,756
| +6% | +$1.87M | 0.37% | 54 |
|
|
2015
Q1 | $31.2M | Buy |
220,996
+17,135
| +8% | +$2.42M | 0.38% | 60 |
|
|
2014
Q4 | $30.6M | Buy |
203,861
+5,959
| +3% | +$895K | 0.46% | 50 |
|
|
2014
Q3 | $27.3M | Sell |
197,902
-1,836
| -0.9% | -$254K | 0.47% | 43 |
|
|
2014
Q2 | $25.3M | Sell |
199,738
-2,496
| -1% | -$316K | 0.47% | 48 |
|
|
2014
Q1 | $25.3M | Buy |
202,234
+66,477
| +49% | +$8.31M | 0.54% | 38 |
|
|
2013
Q4 | $16.1M | Sell |
135,757
-83,768
| -38% | -$9.93M | 0.55% | 43 |
|
|
2013
Q3 | $24.9M | Buy |
219,525
+41,601
| +23% | +$4.72M | 0.79% | 29 |
|
|
2013
Q2 | $19.9M | Buy |
+177,924
| New | +$19.9M | 0.53% | 48 |
|