Visionary Wealth Advisors’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 | $15.3M | Buy |
31,468
+4,678
| +17% | +$2.27M | 0.78% | 29 |
|
|
2025
Q1 | $14.3M | Sell |
26,790
-506
| -2% | -$269K | 0.86% | 24 |
|
|
2024
Q4 | $12.4M | Buy |
27,296
+929
| +4% | +$421K | 0.73% | 30 |
|
|
2024
Q3 | $12.1M | Buy |
26,367
+4,116
| +18% | +$1.89M | 0.74% | 27 |
|
|
2024
Q2 | $9.05M | Buy |
22,251
+7,759
| +54% | +$3.16M | 0.59% | 43 |
|
|
2024
Q1 | $6.09M | Buy |
14,492
+332
| +2% | +$140K | 0.41% | 71 |
|
|
2023
Q4 | $5.05M | Buy |
14,160
+1,501
| +12% | +$535K | 0.37% | 76 |
|
|
2023
Q3 | $4.43M | Buy |
12,659
+1,762
| +16% | +$617K | 0.36% | 79 |
|
|
2023
Q2 | $3.72M | Sell |
10,897
-274
| -2% | -$93.4K | 0.3% | 88 |
|
|
2023
Q1 | $3.45M | Buy |
11,171
+495
| +5% | +$153K | 0.29% | 90 |
|
|
2022
Q4 | $3.3M | Buy |
10,676
+383
| +4% | +$118K | 0.3% | 88 |
|
|
2022
Q3 | $2.75M | Sell |
10,293
-2,926
| -22% | -$781K | 0.29% | 95 |
|
|
2022
Q2 | $3.61M | Buy |
13,219
+118
| +0.9% | +$32.2K | 0.32% | 83 |
|
|
2022
Q1 | $4.62M | Buy |
13,101
+1,050
| +9% | +$371K | 0.37% | 74 |
|
|
2021
Q4 | $3.6M | Buy |
+12,051
| New | +$3.6M | 0.3% | 86 |
|
|
2021
Q3 | – | Sell |
-10,883
| Closed | -$3.03M | – | 328 |
|
|
2021
Q2 | $3.03M | Buy |
10,883
+972
| +10% | +$270K | 0.3% | 81 |
|
|
2021
Q1 | $2.53M | Buy |
9,911
+154
| +2% | +$39.3K | 0.27% | 94 |
|
|
2020
Q4 | $2.26M | Buy |
+9,757
| New | +$2.26M | 0.25% | 90 |
|
|
2020
Q3 | – | Sell |
-7,843
| Closed | -$1.4M | – | 262 |
|
|
2020
Q2 | $1.4M | Buy |
7,843
+537
| +7% | +$95.9K | 0.21% | 102 |
|
|
2020
Q1 | $1.34M | Buy |
7,306
+850
| +13% | +$155K | 0.25% | 92 |
|
|
2019
Q4 | $1.46M | Buy |
+6,456
| New | +$1.46M | 0.26% | 85 |
|