V Wealth Advisors’s Berkshire Hathaway Class A BRK.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $531K | Sell |
1
-3
| -75% | -$1.59M | 0.43% | 50 |
|
|
2023
Q2 | $2.07M | Hold |
4
| – | – | 0.35% | 58 |
|
|
2023
Q1 | $1.86M | Hold |
4
| – | – | 0.35% | 60 |
|
|
2022
Q4 | $1.87M | Hold |
4
| – | – | 0.39% | 57 |
|
|
2022
Q3 | $1.63M | Hold |
4
| – | – | 0.33% | 65 |
|
|
2022
Q2 | $1.64M | Buy |
4
+1
| +33% | +$409K | 0.31% | 77 |
|
|
2022
Q1 | $1.59M | Hold |
3
| – | – | 0.25% | 94 |
|
|
2021
Q4 | $1.35M | Hold |
3
| – | – | 0.2% | 122 |
|
|
2021
Q3 | $1.23M | Hold |
3
| – | – | 0.19% | 127 |
|
|
2021
Q2 | $1.26M | Hold |
3
| – | – | 0.2% | 120 |
|
|
2021
Q1 | $1.16M | Hold |
3
| – | – | 0.21% | 120 |
|
|
2020
Q4 | $1.04M | Buy |
3
+2
| +200% | +$696K | 0.22% | 121 |
|
|
2020
Q3 | $320K | Sell |
1
-2
| -67% | -$640K | 0.22% | 120 |
|
|
2020
Q2 | $802K | Hold |
3
| – | – | 0.21% | 121 |
|
|
2020
Q1 | $816K | Buy |
3
+1
| +50% | +$272K | 0.26% | 106 |
|
|
2019
Q4 | $624K | Hold |
2
| – | – | 0.22% | 114 |
|
|
2019
Q3 | $624K | Hold |
2
| – | – | 0.22% | 114 |
|
|
2019
Q2 | $636K | Hold |
2
| – | – | 0.24% | 110 |
|
|
2019
Q1 | $632K | Hold |
2
| – | – | 0.26% | 102 |
|
|
2018
Q4 | $588K | Hold |
2
| – | – | 0.3% | 86 |
|
|
2018
Q3 | $640K | Buy |
+2
| New | +$640K | 0.3% | 91 |
|
|
2018
Q2 | – | Sell |
-2
| Closed | -$586K | – | 215 |
|
|
2018
Q1 | $586K | Hold |
2
| – | – | 0.31% | 91 |
|
|
2017
Q4 | $630K | Hold |
2
| – | – | 0.32% | 85 |
|
|
2017
Q3 | $550K | Buy |
2
+1
| +100% | +$275K | 0.28% | 88 |
|
|
2017
Q2 | $255K | Hold |
1
| – | – | 0.12% | 156 |
|
|
2017
Q1 | $250K | Hold |
1
| – | – | 0.15% | 147 |
|
|
2016
Q4 | $244K | Hold |
1
| – | – | 0.18% | 147 |
|
|
2016
Q3 | $216K | Hold |
1
| – | – | 0.17% | 152 |
|
|
2016
Q2 | $217K | Hold |
1
| – | – | 0.18% | 149 |
|
|
2016
Q1 | $214K | Buy |
+1
| New | +$214K | 0.17% | 133 |
|