Vance Wealth’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 | $4.14M | Sell |
8,515
-27
| -0.3% | -$13.1K | 1.4% | 15 |
|
|
2025
Q1 | $4.55M | Buy |
8,542
+113
| +1% | +$60.2K | 1.71% | 13 |
|
|
2024
Q4 | $3.82M | Sell |
8,429
-14
| -0.2% | -$6.35K | 1.48% | 13 |
|
|
2024
Q3 | $3.89M | Buy |
8,443
+105
| +1% | +$48.3K | 1.47% | 13 |
|
|
2024
Q2 | $3.39M | Buy |
8,338
+33
| +0.4% | +$13.4K | 1.39% | 16 |
|
|
2024
Q1 | $3.49M | Buy |
8,305
+60
| +0.7% | +$25.2K | 1.39% | 17 |
|
|
2023
Q4 | $2.94M | Buy |
8,245
+6
| +0.1% | +$2.14K | 1.28% | 22 |
|
|
2023
Q3 | $2.89M | Sell |
8,239
-500
| -6% | -$175K | 1.35% | 19 |
|
|
2023
Q2 | $2.98M | Hold |
8,739
| – | – | 1.36% | 22 |
|
|
2023
Q1 | $2.7M | Buy |
8,739
+66
| +0.8% | +$20.4K | 1.45% | 19 |
|
|
2022
Q4 | $2.68M | Hold |
8,673
| – | – | 1.67% | 15 |
|
|
2022
Q3 | $2.32M | Buy |
8,673
+75
| +0.9% | +$20K | 1.78% | 13 |
|
|
2022
Q2 | $2.35M | Sell |
8,598
-25
| -0.3% | -$6.82K | 1.81% | 12 |
|
|
2022
Q1 | $3.04M | Hold |
8,623
| – | – | 3.85% | 7 |
|
|
2021
Q4 | $2.58M | Buy |
+8,623
| New | +$2.58M | 2.53% | 7 |
|