Wealth Advisory Solutions’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 | $1.94M | Sell |
3,985
-59
| -1% | -$28.7K | 0.49% | 50 |
|
|
2025
Q1 | $2.15M | Sell |
4,044
-187
| -4% | -$99.6K | 0.57% | 49 |
|
|
2024
Q4 | $1.92M | Buy |
4,231
+554
| +15% | +$251K | 0.54% | 44 |
|
|
2024
Q3 | $1.69M | Buy |
3,677
+214
| +6% | +$98.5K | 0.47% | 48 |
|
|
2024
Q2 | $1.41M | Buy |
3,463
+185
| +6% | +$75.3K | 0.38% | 56 |
|
|
2024
Q1 | $1.38M | Buy |
3,278
+402
| +14% | +$169K | 0.36% | 57 |
|
|
2023
Q4 | $1.03M | Sell |
2,876
-689
| -19% | -$246K | 0.36% | 45 |
|
|
2023
Q3 | $1.25M | Buy |
+3,565
| New | +$1.25M | 0.24% | 62 |
|
|
2023
Q2 | – | Sell |
-3,522
| Closed | -$1.09M | – | 96 |
|
|
2023
Q1 | $1.09M | Buy |
3,522
+125
| +4% | +$38.6K | 0.29% | 66 |
|
|
2022
Q4 | $1.05M | Sell |
3,397
-536
| -14% | -$166K | 0.28% | 77 |
|
|
2022
Q3 | $1.05M | Sell |
3,933
-610
| -13% | -$163K | 0.29% | 75 |
|
|
2022
Q2 | $1.24M | Sell |
4,543
-517
| -10% | -$141K | 0.31% | 77 |
|
|
2022
Q1 | $1.79M | Buy |
+5,060
| New | +$1.79M | 0.37% | 69 |
|
|
2021
Q3 | $1.37M | Sell |
5,030
-204
| -4% | -$55.7K | 0.31% | 76 |
|
|
2021
Q2 | $1.46M | Sell |
5,234
-6,977
| -57% | -$1.94M | 0.35% | 73 |
|
|
2021
Q1 | $2.74M | Buy |
12,211
+7,540
| +161% | +$1.69M | 2.04% | 15 |
|
|
2020
Q4 | $1.08M | Sell |
4,671
-27
| -0.6% | -$6.26K | 0.29% | 67 |
|
|
2020
Q3 | $999K | Buy |
4,698
+2,382
| +103% | +$507K | 0.27% | 83 |
|
|
2020
Q2 | $413K | Sell |
2,316
-1,058
| -31% | -$189K | 0.12% | 116 |
|
|
2020
Q1 | $615K | Sell |
3,374
-12,536
| -79% | -$2.29M | 0.21% | 93 |
|
|
2019
Q4 | $3.6M | Buy |
+15,910
| New | +$3.6M | 0.95% | 32 |
|