Vantage Financial Partners (Wisconsin)’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 | $806K | Buy |
1,660
+9
| +0.5% | +$4.37K | 0.19% | 77 |
|
|
2025
Q1 | $879K | Sell |
1,651
-89
| -5% | -$47.4K | 0.22% | 67 |
|
|
2024
Q4 | $788K | Buy |
1,740
+161
| +10% | +$73K | 0.2% | 70 |
|
|
2024
Q3 | $727K | Buy |
1,579
+79
| +5% | +$36.3K | 0.18% | 79 |
|
|
2024
Q2 | $610K | Buy |
1,500
+13
| +0.9% | +$5.29K | 0.16% | 69 |
|
|
2024
Q1 | $625K | Buy |
1,487
+61
| +4% | +$25.7K | 0.17% | 70 |
|
|
2023
Q4 | $509K | Buy |
1,426
+333
| +30% | +$119K | 0.15% | 68 |
|
|
2023
Q3 | $383K | Hold |
1,093
| – | – | 0.15% | 50 |
|
|
2023
Q2 | $373K | Hold |
1,093
| – | – | 0.14% | 54 |
|
|
2023
Q1 | $337K | Hold |
1,093
| – | – | 0.13% | 57 |
|
|
2022
Q4 | $338K | Sell |
1,093
-2
| -0.2% | -$618 | 0.2% | 40 |
|
|
2022
Q3 | $292K | Hold |
1,095
| – | – | 0.2% | 38 |
|
|
2022
Q2 | $299K | Hold |
1,095
| – | – | 0.18% | 40 |
|
|
2022
Q1 | $386K | Buy |
1,095
+32
| +3% | +$11.3K | 0.2% | 38 |
|
|
2021
Q4 | $318K | Buy |
+1,063
| New | +$318K | 0.12% | 41 |
|