Valeo Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.6M | Sell |
116,421
-179,661
| -61% | -$87.3M | 1.39% | 19 |
|
|
2025
Q1 | $62.7M | Buy |
296,082
+1,333
| +0.5% | +$282K | 1.75% | 14 |
|
|
2024
Q4 | $52.8M | Sell |
294,749
-949
| -0.3% | -$170K | 1.47% | 16 |
|
|
2024
Q3 | $54.1M | Sell |
295,698
-3,865
| -1% | -$707K | 1.54% | 14 |
|
|
2024
Q2 | $49.4M | Buy |
299,563
+1,317
| +0.4% | +$217K | 1.54% | 16 |
|
|
2024
Q1 | $48.7M | Buy |
298,246
+8,600
| +3% | +$1.41M | 1.75% | 13 |
|
|
2023
Q4 | $43M | Buy |
289,646
+4,839
| +2% | +$719K | 1.74% | 11 |
|
|
2023
Q3 | $41.2M | Buy |
284,807
+10,410
| +4% | +$1.5M | 1.88% | 11 |
|
|
2023
Q2 | $40M | Sell |
274,397
-170
| -0.1% | -$24.8K | 1.83% | 11 |
|
|
2023
Q1 | $36.3M | Buy |
274,567
+3,590
| +1% | +$475K | 1.75% | 10 |
|
|
2022
Q4 | $35.2M | Buy |
270,977
+4,736
| +2% | +$616K | 1.93% | 10 |
|
|
2022
Q3 | $29.2M | Buy |
266,241
+81,138
| +44% | +$8.9M | 1.86% | 9 |
|
|
2022
Q2 | $28.6M | Sell |
185,103
-3,010
| -2% | -$465K | 1.79% | 9 |
|
|
2022
Q1 | $38M | Buy |
188,113
+2,310
| +1% | +$466K | 1.93% | 8 |
|
|
2021
Q4 | $31.5M | Buy |
185,803
+505
| +0.3% | +$85.6K | 1.7% | 9 |
|
|
2021
Q3 | $28.6M | Buy |
185,298
+109
| +0.1% | +$16.8K | 1.64% | 10 |
|
|
2021
Q2 | $29.1M | Buy |
185,189
+871
| +0.5% | +$137K | 1.77% | 9 |
|
|
2021
Q1 | $26.5M | Sell |
184,318
-157,278
| -46% | -$22.6M | 1.23% | 15 |
|
|
2020
Q4 | $23.2M | Buy |
341,596
+249,565
| +271% | +$17M | 1.19% | 14 |
|
|
2020
Q3 | $19.6M | Buy |
92,031
+4,999
| +6% | +$1.06M | 1.71% | 9 |
|
|
2020
Q2 | $15.5M | Sell |
87,032
-607
| -0.7% | -$108K | 1.41% | 11 |
|
|
2020
Q1 | $17M | Buy |
87,639
+9,021
| +11% | +$1.75M | 1.81% | 8 |
|
|
2019
Q4 | $17.8M | Sell |
78,618
-554
| -0.7% | -$125K | 1.73% | 9 |
|
|
2019
Q3 | $16.5M | Buy |
79,172
+428
| +0.5% | +$89K | 1.82% | 9 |
|
|
2019
Q2 | $16.8M | Buy |
78,744
+1,505
| +2% | +$321K | 1.92% | 9 |
|
|
2019
Q1 | $15.5M | Buy |
77,239
+798
| +1% | +$160K | 1.89% | 8 |
|
|
2018
Q4 | $15.6M | Buy |
76,441
+1,782
| +2% | +$364K | 2.19% | 8 |
|
|
2018
Q3 | $15.3M | Buy |
74,659
+9,570
| +15% | +$1.96M | 2.07% | 7 |
|
|
2018
Q2 | $13.4M | Buy |
65,089
+9,672
| +17% | +$1.99M | 1.87% | 7 |
|
|
2018
Q1 | $11.1M | Buy |
55,417
+1,751
| +3% | +$349K | 1.77% | 7 |
|
|
2017
Q4 | $10.6M | Buy |
53,666
+8,676
| +19% | +$1.72M | 1.75% | 6 |
|
|
2017
Q3 | $8.25M | Buy |
+44,990
| New | +$8.25M | 1.87% | 7 |
|