Veritable’s Berkshire Hathaway Class B BRK.B Stock Holding History

Veritable’s Portfolio BRK.B Stock Details BRK.B Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-186,277	Closed	-$63.5M	–	103
2023 Q2	$63.5M	Buy	186,277 +7,114	+4%	+$2.43M	0.98%	15
2023 Q1	$55.3M	Buy	179,163 +1,318	+0.7%	+$407K	0.91%	15
2022 Q4	$54.9M	Sell	177,845 -158	-0.1%	-$48.8K	0.94%	15
2022 Q3	$47.5M	Sell	178,003 -14,810	-8%	-$3.95M	0.92%	15
2022 Q2	$52.6M	Buy	192,813 +1,555	+0.8%	+$425K	0.95%	15
2022 Q1	$67.5M	Buy	191,258 +4,079	+2%	+$1.44M	1.04%	14
2021 Q4	$56M	Buy	187,179 +3,683	+2%	+$1.1M	0.83%	15
2021 Q3	$50.1M	Buy	183,496 +4,831	+3%	+$1.32M	0.81%	16
2021 Q2	$49.7M	Sell	178,665 -201	-0.1%	-$55.9K	0.8%	17
2021 Q1	$45.7M	Buy	178,866 +1,587	+0.9%	+$405K	0.78%	17
2020 Q4	$41.1M	Sell	177,279 -15,165	-8%	-$3.52M	0.75%	18
2020 Q3	$41M	Buy	192,444 +14,456	+8%	+$3.08M	0.82%	16
2020 Q2	$31.8M	Sell	177,988 -5,532	-3%	-$988K	0.69%	19
2020 Q1	$33.6M	Sell	183,520 -17,638	-9%	-$3.22M	0.81%	17
2019 Q4	$45.6M	Sell	201,158 -5,756	-3%	-$1.3M	0.84%	20
2019 Q3	$43M	Buy	206,914 +3,633	+2%	+$756K	0.84%	21
2019 Q2	$43.3M	Sell	203,281 -924	-0.5%	-$197K	0.86%	20
2019 Q1	$41M	Buy	204,205 +1,237	+0.6%	+$249K	0.82%	20
2018 Q4	$41.4M	Sell	202,968 -194	-0.1%	-$39.6K	0.94%	15
2018 Q3	$43.5M	Sell	203,162 -1,969	-1%	-$422K	0.87%	16
2018 Q2	$38.3M	Buy	205,131 +1,669	+0.8%	+$312K	0.81%	16
2018 Q1	$40.6M	Sell	203,462 -3,413	-2%	-$681K	0.87%	14
2017 Q4	$41M	Sell	206,875 -6,899	-3%	-$1.37M	0.82%	15
2017 Q3	$39.2M	Sell	213,774 -2,421	-1%	-$444K	0.82%	16
2017 Q2	$36.6M	Buy	216,195 +56	+0%	+$9.49K	0.84%	17
2017 Q1	$36M	Buy	216,139 +87	+0%	+$14.5K	0.86%	17
2016 Q4	$35.2M	Sell	216,052 -1,566	-0.7%	-$255K	0.86%	16
2016 Q3	$31.4M	Buy	217,618 +1,347	+0.6%	+$195K	0.79%	18
2016 Q2	$31.3M	Buy	216,271 +5,469	+3%	+$792K	0.8%	18
2016 Q1	$29.9M	Sell	210,802 -4,637	-2%	-$658K	0.78%	18
2015 Q4	$28.4M	Buy	215,439 +1,724	+0.8%	+$228K	0.78%	20
2015 Q3	$27.9M	Buy	213,715 +4,247	+2%	+$554K	0.82%	18
2015 Q2	$28.5M	Sell	209,468 -8,583	-4%	-$1.17M	0.77%	18
2015 Q1	$31.5M	Buy	218,051 +2,061	+1%	+$297K	0.66%	20
2014 Q4	$32.4M	Buy	215,990 +2,157	+1%	+$324K	0.67%	21
2014 Q3	$29.5M	Buy	213,833 +1,365	+0.6%	+$189K	0.63%	26
2014 Q2	$26.9M	Sell	212,468 -267	-0.1%	-$33.8K	0.56%	28
2014 Q1	$26.6M	Buy	212,735 +6,631	+3%	+$829K	0.58%	27
2013 Q4	$24.4M	Buy	206,104 +9,518	+5%	+$1.13M	0.54%	32
2013 Q3	$22.3M	Buy	196,586 +37,603	+24%	+$4.27M	0.52%	31
2013 Q2	$17.8M	Buy	+158,983	New	+$17.8M	0.43%	36