Wealth Advisors of Iowa’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 | $1.75M | Sell |
3,609
-40
| -1% | -$19.4K | 0.66% | 24 |
|
|
2025
Q1 | $1.94M | Sell |
3,649
-90
| -2% | -$47.9K | 0.84% | 20 |
|
|
2024
Q4 | $1.69M | Buy |
3,739
+89
| +2% | +$40.3K | 0.85% | 20 |
|
|
2024
Q3 | $1.68M | Buy |
+3,650
| New | +$1.68M | 0.86% | 17 |
|
|
2024
Q2 | – | Sell |
-3,792
| Closed | -$1.59M | – | 53 |
|
|
2024
Q1 | $1.59M | Buy |
3,792
+135
| +4% | +$56.8K | 0.97% | 15 |
|
|
2023
Q4 | $1.3M | Sell |
3,657
-89
| -2% | -$31.7K | 0.88% | 16 |
|
|
2023
Q3 | $1.31M | Buy |
3,746
+45
| +1% | +$15.8K | 0.92% | 14 |
|
|
2023
Q2 | $1.26M | Buy |
3,701
+150
| +4% | +$51.2K | 0.91% | 13 |
|
|
2023
Q1 | $1.1M | Buy |
3,551
+5
| +0.1% | +$1.54K | 0.86% | 15 |
|
|
2022
Q4 | $1.1M | Hold |
3,546
| – | – | 0.9% | 13 |
|
|
2022
Q3 | $946K | Sell |
3,546
-4,073
| -53% | -$1.09M | 0.88% | 15 |
|
|
2022
Q2 | $3.67M | Buy |
7,619
+7,616
| +253,867% | +$3.67M | 0.64% | 14 |
|
|
2022
Q1 | $1.59M | Sell |
3
-1,991
| -100% | -$1.05B | 0.79% | 14 |
|
|
2021
Q4 | $596K | Sell |
1,994
-2,003
| -50% | -$599K | 0.33% | 26 |
|
|
2021
Q3 | $491K | Buy |
3,997
+368
| +10% | +$45.2K | 0.27% | 31 |
|
|
2021
Q2 | $1.01M | Buy |
3,629
+40
| +1% | +$11.1K | 0.53% | 18 |
|
|
2021
Q1 | $917K | Hold |
3,589
| – | – | 0.51% | 18 |
|
|
2020
Q4 | $832K | Buy |
3,589
+158
| +5% | +$36.6K | 0.52% | 15 |
|
|
2020
Q3 | $731K | Sell |
3,431
-445
| -11% | -$94.8K | 0.5% | 12 |
|
|
2020
Q2 | $692K | Buy |
3,876
+3,873
| +129,100% | +$691K | 0.52% | 12 |
|
|
2020
Q1 | $816K | Buy |
+3
| New | +$816K | 0.65% | 8 |
|