VCA
Verdence Capital Advisors’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 | $10.7M | Sell |
21,971
-1,505
| -6% | -$731K | 0.73% | 29 |
|
|
2025
Q1 | $12.5M | Buy |
23,476
+2,779
| +13% | +$1.48M | 0.95% | 18 |
|
|
2024
Q4 | $9.38M | Buy |
20,697
+242
| +1% | +$110K | 0.75% | 24 |
|
|
2024
Q3 | $9.41M | Buy |
20,455
+4,019
| +24% | +$1.85M | 0.75% | 25 |
|
|
2024
Q2 | $6.69M | Buy |
16,436
+473
| +3% | +$192K | 0.6% | 38 |
|
|
2024
Q1 | $6.71M | Buy |
15,963
+583
| +4% | +$245K | 0.61% | 37 |
|
|
2023
Q4 | $5.49M | Buy |
15,380
+411
| +3% | +$147K | 0.53% | 46 |
|
|
2023
Q3 | $5.24M | Buy |
14,969
+1,058
| +8% | +$371K | 0.57% | 44 |
|
|
2023
Q2 | $4.74M | Buy |
13,911
+256
| +2% | +$87.3K | 0.55% | 43 |
|
|
2023
Q1 | $4.22M | Buy |
13,655
+196
| +1% | +$60.5K | 0.51% | 47 |
|
|
2022
Q4 | $4.16M | Buy |
13,459
+601
| +5% | +$186K | 0.51% | 41 |
|
|
2022
Q3 | $3.43M | Buy |
12,858
+1,115
| +9% | +$298K | 0.47% | 53 |
|
|
2022
Q2 | $3.21M | Sell |
11,743
-562
| -5% | -$153K | 0.41% | 60 |
|
|
2022
Q1 | $4.34M | Sell |
12,305
-18
| -0.1% | -$6.35K | 0.49% | 47 |
|
|
2021
Q4 | $3.69M | Buy |
12,323
+93
| +0.8% | +$27.8K | 0.43% | 61 |
|
|
2021
Q3 | $3.34M | Buy |
12,230
+1,845
| +18% | +$504K | 0.44% | 57 |
|
|
2021
Q2 | $2.89M | Sell |
10,385
-103
| -1% | -$28.6K | 0.4% | 69 |
|
|
2021
Q1 | $2.68M | Buy |
10,488
+8
| +0.1% | +$2.04K | 0.45% | 59 |
|
|
2020
Q4 | $2.43M | Sell |
10,480
-192
| -2% | -$44.5K | 0.46% | 53 |
|
|
2020
Q3 | $2.27M | Buy |
10,672
+367
| +4% | +$78.1K | 0.52% | 49 |
|
|
2020
Q2 | $1.84M | Sell |
10,305
-769
| -7% | -$137K | 0.45% | 63 |
|
|
2020
Q1 | $2.03M | Buy |
11,074
+163
| +1% | +$29.8K | 0.61% | 44 |
|
|
2019
Q4 | $2.47M | Buy |
10,911
+62
| +0.6% | +$14K | 0.6% | 44 |
|
|
2019
Q3 | $2.26M | Buy |
10,849
+3,036
| +39% | +$632K | 0.63% | 48 |
|
|
2019
Q2 | $1.67M | Buy |
7,813
+561
| +8% | +$120K | 0.48% | 69 |
|
|
2019
Q1 | $1.46M | Buy |
7,252
+750
| +12% | +$151K | 0.39% | 72 |
|
|
2018
Q4 | $1.33M | Buy |
6,502
+287
| +5% | +$58.6K | 0.37% | 70 |
|
|
2018
Q3 | $1.33M | Sell |
6,215
-688
| -10% | -$147K | 0.33% | 74 |
|
|
2018
Q2 | $1.29M | Sell |
6,903
-140
| -2% | -$26.1K | 0.31% | 77 |
|
|
2018
Q1 | $1.41M | Sell |
7,043
-468
| -6% | -$93.4K | 0.34% | 72 |
|
|
2017
Q4 | $1.49M | Buy |
+7,511
| New | +$1.49M | 0.35% | 61 |
|