UWM
USAdvisors Wealth Management’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 | $599K | Buy |
1,235
+278
| +29% | +$135K | 0.22% | 72 |
|
|
2025
Q1 | $509K | Sell |
957
-1,250
| -57% | -$665K | 0.18% | 81 |
|
|
2024
Q4 | $1M | Buy |
2,207
+5
| +0.2% | +$2.27K | 0.32% | 63 |
|
|
2024
Q3 | $1.01M | Buy |
2,202
+50
| +2% | +$22.9K | 0.35% | 62 |
|
|
2024
Q2 | $875K | Buy |
2,152
+111
| +5% | +$45.1K | 0.31% | 66 |
|
|
2024
Q1 | $851K | Buy |
2,041
+3
| +0.1% | +$1.25K | 0.32% | 70 |
|
|
2023
Q4 | $728K | Sell |
2,038
-53
| -3% | -$18.9K | 0.3% | 67 |
|
|
2023
Q3 | $732K | Buy |
2,091
+1,398
| +202% | +$489K | 0.33% | 70 |
|
|
2023
Q2 | $237K | Sell |
693
-97
| -12% | -$33.2K | 0.11% | 94 |
|
|
2023
Q1 | $244K | Hold |
790
| – | – | 0.12% | 105 |
|
|
2022
Q4 | $244K | Hold |
790
| – | – | 0.12% | 100 |
|
|
2022
Q3 | $211K | Sell |
790
-1,201
| -60% | -$321K | 0.11% | 109 |
|
|
2022
Q2 | $544K | Buy |
1,991
+1,253
| +170% | +$342K | 0.27% | 74 |
|
|
2022
Q1 | $260K | Sell |
738
-1,290
| -64% | -$454K | 0.11% | 104 |
|
|
2021
Q4 | $606K | Buy |
2,028
+740
| +57% | +$221K | 0.25% | 73 |
|
|
2021
Q3 | $352K | Hold |
1,288
| – | – | 0.15% | 86 |
|
|
2021
Q2 | $358K | Sell |
1,288
-560
| -30% | -$156K | 0.19% | 82 |
|
|
2021
Q1 | $472K | Sell |
1,848
-12
| -0.6% | -$3.07K | 0.23% | 74 |
|
|
2020
Q4 | $426K | Sell |
1,860
-618
| -25% | -$142K | 0.2% | 65 |
|
|
2020
Q3 | $527 | Buy |
2,478
+480
| +24% | +$102 | 0.08% | 51 |
|
|
2020
Q2 | $356K | Buy |
1,998
+127
| +7% | +$22.6K | 0.19% | 53 |
|
|
2020
Q1 | $342K | Sell |
1,871
-1,300
| -41% | -$238K | 0.21% | 54 |
|
|
2019
Q4 | $718K | Sell |
3,171
-571
| -15% | -$129K | 0.37% | 40 |
|
|
2019
Q3 | $778K | Buy |
3,742
+2,171
| +138% | +$451K | 0.4% | 28 |
|
|
2019
Q2 | $335 | Sell |
1,571
-375
| -19% | -$80 | 0.14% | 40 |
|
|
2019
Q1 | $390K | Buy |
1,946
+270
| +16% | +$54.1K | 0.28% | 33 |
|
|
2018
Q4 | $342K | Buy |
1,676
+425
| +34% | +$86.7K | 0.28% | 32 |
|
|
2018
Q3 | $268K | Sell |
1,251
-349
| -22% | -$74.8K | 0.19% | 52 |
|
|
2018
Q2 | $298K | Buy |
1,600
+165
| +11% | +$30.7K | 0.23% | 52 |
|
|
2018
Q1 | $286K | Hold |
1,435
| – | – | 0.23% | 44 |
|
|
2017
Q4 | $284K | Buy |
+1,435
| New | +$284K | 0.24% | 40 |
|