V Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.18M | Sell |
9,074
-19,635
| -68% | -$6.88M | 2.55% | 7 |
|
|
2023
Q2 | $9.79M | Buy |
28,709
+2,600
| +10% | +$887K | 1.63% | 10 |
|
|
2023
Q1 | $8.06M | Buy |
26,109
+512
| +2% | +$158K | 1.51% | 13 |
|
|
2022
Q4 | $7.91M | Buy |
25,597
+778
| +3% | +$240K | 1.64% | 11 |
|
|
2022
Q3 | $6.63M | Sell |
24,819
-2,187
| -8% | -$584K | 1.33% | 10 |
|
|
2022
Q2 | $7.37M | Buy |
27,006
+1,359
| +5% | +$371K | 1.39% | 9 |
|
|
2022
Q1 | $9.05M | Buy |
25,647
+436
| +2% | +$154K | 1.45% | 10 |
|
|
2021
Q4 | $7.54M | Buy |
25,211
+267
| +1% | +$79.8K | 1.1% | 14 |
|
|
2021
Q3 | $6.81M | Buy |
24,944
+217
| +0.9% | +$59.2K | 1.05% | 13 |
|
|
2021
Q2 | $6.88M | Buy |
24,727
+889
| +4% | +$247K | 1.1% | 12 |
|
|
2021
Q1 | $6.09M | Buy |
23,838
+630
| +3% | +$161K | 1.12% | 13 |
|
|
2020
Q4 | $5.38M | Buy |
23,208
+12,671
| +120% | +$2.94M | 1.11% | 12 |
|
|
2020
Q3 | $2.24M | Sell |
10,537
-12,037
| -53% | -$2.56M | 1.55% | 12 |
|
|
2020
Q2 | $4.03M | Sell |
22,574
-924
| -4% | -$165K | 1.05% | 14 |
|
|
2020
Q1 | $4.3M | Buy |
23,498
+11,197
| +91% | +$2.05M | 1.34% | 14 |
|
|
2019
Q4 | $2.56M | Hold |
12,301
| – | – | 0.91% | 16 |
|
|
2019
Q3 | $2.56M | Buy |
12,301
+1,259
| +11% | +$262K | 0.91% | 16 |
|
|
2019
Q2 | $2.34M | Buy |
11,042
+1,583
| +17% | +$335K | 0.89% | 17 |
|
|
2019
Q1 | $2M | Sell |
9,459
-568
| -6% | -$120K | 0.81% | 28 |
|
|
2018
Q4 | $1.95M | Buy |
10,027
+1,540
| +18% | +$300K | 0.99% | 21 |
|
|
2018
Q3 | $1.81M | Buy |
+8,487
| New | +$1.81M | 0.84% | 33 |
|
|
2018
Q2 | – | Sell |
-7,740
| Closed | -$1.52M | – | 216 |
|
|
2018
Q1 | $1.52M | Buy |
7,740
+1,531
| +25% | +$301K | 0.81% | 39 |
|
|
2017
Q4 | $1.31M | Buy |
6,209
+850
| +16% | +$180K | 0.66% | 45 |
|
|
2017
Q3 | $981K | Sell |
5,359
-2,670
| -33% | -$489K | 0.5% | 53 |
|
|
2017
Q2 | $1.36M | Sell |
8,029
-295
| -4% | -$50K | 0.64% | 48 |
|
|
2017
Q1 | $1.4M | Sell |
8,324
-218
| -3% | -$36.6K | 0.86% | 40 |
|
|
2016
Q4 | $1.39M | Sell |
8,542
-848
| -9% | -$137K | 1.01% | 32 |
|
|
2016
Q3 | $1.35M | Sell |
9,390
-370
| -4% | -$53.2K | 1.09% | 31 |
|
|
2016
Q2 | $1.4M | Buy |
9,760
+180
| +2% | +$25.9K | 1.15% | 25 |
|
|
2016
Q1 | $1.36M | Buy |
+9,580
| New | +$1.36M | 1.09% | 32 |
|