VAG
VisionPoint Advisory Group’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 | $5.78M | Buy |
11,900
+248
| +2% | +$120K | 1.26% | 16 |
|
2025
Q1 | $6.21M | Buy |
11,652
+1,350
| +13% | +$719K | 2.13% | 7 |
|
2024
Q4 | $4.65M | Sell |
10,302
-885
| -8% | -$399K | 1.59% | 11 |
|
2024
Q3 | $5.15M | Sell |
11,187
-1,092
| -9% | -$503K | 1.74% | 10 |
|
2024
Q2 | $5M | Sell |
12,279
-486
| -4% | -$198K | 1.78% | 7 |
|
2024
Q1 | $5.37M | Sell |
12,765
-10,548
| -45% | -$4.44M | 1.94% | 6 |
|
2023
Q4 | $8.31M | Buy |
23,313
+350
| +2% | +$125K | 3.07% | 4 |
|
2023
Q3 | $8.04M | Sell |
22,963
-22
| -0.1% | -$7.71K | 3.45% | 3 |
|
2023
Q2 | $7.84M | Sell |
22,985
-1,008
| -4% | -$344K | 3.21% | 4 |
|
2023
Q1 | $7.68M | Buy |
23,993
+3,708
| +18% | +$1.19M | 3.39% | 6 |
|
2022
Q4 | $6.36M | Buy |
20,285
+15,581
| +331% | +$4.89M | 2.63% | 9 |
|
2022
Q3 | $1.26M | Buy |
4,704
+2,120
| +82% | +$566K | 0.6% | 27 |
|
2022
Q2 | $766K | Sell |
2,584
-71
| -3% | -$21K | 0.3% | 41 |
|
2022
Q1 | $818K | Sell |
2,655
-80
| -3% | -$24.6K | 0.38% | 49 |
|
2021
Q4 | $861K | Buy |
2,735
+12
| +0.4% | +$3.78K | 0.38% | 56 |
|
2021
Q3 | $784K | Buy |
2,723
+4
| +0.1% | +$1.15K | 0.35% | 56 |
|
2021
Q2 | $756K | Sell |
2,719
-270
| -9% | -$75.1K | 0.34% | 62 |
|
2021
Q1 | $764K | Sell |
2,989
-50
| -2% | -$12.8K | 0.37% | 64 |
|
2020
Q4 | $705K | Sell |
3,039
-68
| -2% | -$15.8K | 0.36% | 62 |
|
2020
Q3 | $662K | Sell |
3,107
-76
| -2% | -$16.2K | 0.29% | 47 |
|
2020
Q2 | $619K | Sell |
3,183
-100
| -3% | -$19.4K | 0.25% | 46 |
|
2020
Q1 | $600K | Buy |
3,283
+7
| +0.2% | +$1.28K | 0.28% | 47 |
|
2019
Q4 | $742K | Sell |
3,276
-2,968
| -48% | -$672K | 0.31% | 55 |
|
2019
Q3 | $1.3M | Sell |
6,244
-265
| -4% | -$55.1K | 0.36% | 40 |
|
2019
Q2 | $1.39M | Buy |
+6,509
| New | +$1.39M | 0.4% | 40 |
|
2019
Q1 | – | Sell |
-6,194
| Closed | -$1.27M | – | 134 |
|
2018
Q4 | $1.27M | Buy |
+6,194
| New | +$1.27M | 0.41% | 39 |
|