VA
Valmark Advisers’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 | $28.5M | Sell |
58,643
-144
| -0.2% | -$70K | 0.4% | 41 |
|
|
2025
Q1 | $31.3M | Buy |
58,787
+5,311
| +10% | +$2.83M | 0.47% | 37 |
|
|
2024
Q4 | $24.2M | Buy |
53,476
+900
| +2% | +$408K | 0.38% | 42 |
|
|
2024
Q3 | $24.2M | Buy |
52,576
+1,710
| +3% | +$787K | 0.38% | 41 |
|
|
2024
Q2 | $20.7M | Buy |
50,866
+3,305
| +7% | +$1.34M | 0.35% | 42 |
|
|
2024
Q1 | $20M | Buy |
47,561
+2,237
| +5% | +$941K | 0.35% | 45 |
|
|
2023
Q4 | $16.2M | Sell |
45,324
-624
| -1% | -$223K | 0.3% | 46 |
|
|
2023
Q3 | $16.1M | Buy |
45,948
+1,499
| +3% | +$525K | 0.33% | 46 |
|
|
2023
Q2 | $15.2M | Buy |
44,449
+1,934
| +5% | +$659K | 0.31% | 47 |
|
|
2023
Q1 | $13.1M | Buy |
42,515
+3,347
| +9% | +$1.03M | 0.28% | 48 |
|
|
2022
Q4 | $12.1M | Buy |
39,168
+9,040
| +30% | +$2.79M | 0.28% | 48 |
|
|
2022
Q3 | $8.05M | Buy |
30,128
+2,332
| +8% | +$623K | 0.16% | 51 |
|
|
2022
Q2 | $7.59M | Buy |
27,796
+8,689
| +45% | +$2.37M | 0.15% | 56 |
|
|
2022
Q1 | $6.74M | Buy |
19,107
+8,913
| +87% | +$3.15M | 0.12% | 61 |
|
|
2021
Q4 | $3.05M | Sell |
10,194
-394
| -4% | -$118K | 0.05% | 92 |
|
|
2021
Q3 | $2.89M | Buy |
10,588
+48
| +0.5% | +$13.1K | 0.05% | 90 |
|
|
2021
Q2 | $2.93M | Buy |
10,540
+742
| +8% | +$206K | 0.05% | 89 |
|
|
2021
Q1 | $2.5M | Buy |
9,798
+1,874
| +24% | +$479K | 0.05% | 91 |
|
|
2020
Q4 | $1.84M | Buy |
7,924
+415
| +6% | +$96.2K | 0.04% | 109 |
|
|
2020
Q3 | $1.6M | Buy |
7,509
+748
| +11% | +$159K | 0.04% | 97 |
|
|
2020
Q2 | $1.21M | Buy |
6,761
+36
| +0.5% | +$6.43K | 0.03% | 103 |
|
|
2020
Q1 | $1.23M | Sell |
6,725
-20
| -0.3% | -$3.66K | 0.03% | 84 |
|
|
2019
Q4 | $1.53M | Buy |
6,745
+174
| +3% | +$39.4K | 0.03% | 77 |
|
|
2019
Q3 | $1.37M | Buy |
6,571
+891
| +16% | +$185K | 0.03% | 80 |
|
|
2019
Q2 | $1.21M | Sell |
5,680
-150
| -3% | -$32K | 0.03% | 87 |
|
|
2019
Q1 | $1.17M | Buy |
5,830
+30
| +0.5% | +$6.03K | 0.03% | 84 |
|
|
2018
Q4 | $1.18M | Buy |
5,800
+2,012
| +53% | +$411K | 0.03% | 74 |
|
|
2018
Q3 | $811K | Buy |
3,788
+201
| +6% | +$43K | 0.02% | 100 |
|
|
2018
Q2 | $670K | Buy |
3,587
+233
| +7% | +$43.5K | 0.01% | 105 |
|
|
2018
Q1 | $669K | Sell |
3,354
-462
| -12% | -$92.2K | 0.01% | 101 |
|
|
2017
Q4 | $756K | Buy |
3,816
+811
| +27% | +$161K | 0.02% | 91 |
|
|
2017
Q3 | $551K | Hold |
3,005
| – | – | 0.01% | 46 |
|
|
2017
Q2 | $509K | Buy |
3,005
+576
| +24% | +$97.6K | 0.01% | 47 |
|
|
2017
Q1 | $405K | Buy |
2,429
+14
| +0.6% | +$2.33K | 0.01% | 53 |
|
|
2016
Q4 | $394K | Sell |
2,415
-212
| -8% | -$34.6K | 0.01% | 53 |
|
|
2016
Q3 | $380K | Sell |
2,627
-57
| -2% | -$8.25K | 0.01% | 58 |
|
|
2016
Q2 | $389K | Sell |
2,684
-90
| -3% | -$13K | 0.01% | 56 |
|
|
2016
Q1 | $394K | Buy |
2,774
+189
| +7% | +$26.8K | 0.01% | 51 |
|
|
2015
Q4 | $341K | Sell |
2,585
-91
| -3% | -$12K | 0.01% | 54 |
|
|
2015
Q3 | $349K | Buy |
+2,676
| New | +$349K | 0.01% | 50 |
|