Wealth Alliance Advisory Group’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 | $4.99M | Sell |
10,266
-309
| -3% | -$150K | 0.95% | 24 |
|
|
2025
Q1 | $5.63M | Buy |
10,575
+1,148
| +12% | +$611K | 1.17% | 19 |
|
|
2024
Q4 | $4.27M | Sell |
9,427
-64
| -0.7% | -$29K | 0.9% | 24 |
|
|
2024
Q3 | $4.37M | Buy |
9,491
+482
| +5% | +$222K | 0.92% | 22 |
|
|
2024
Q2 | $3.66M | Buy |
9,009
+515
| +6% | +$210K | 0.83% | 24 |
|
|
2024
Q1 | $3.57M | Buy |
8,494
+636
| +8% | +$267K | 0.83% | 22 |
|
|
2023
Q4 | $2.8M | Buy |
7,858
+665
| +9% | +$237K | 0.73% | 27 |
|
|
2023
Q3 | $2.52M | Buy |
7,193
+257
| +4% | +$90K | 0.75% | 26 |
|
|
2023
Q2 | $2.37M | Buy |
6,936
+410
| +6% | +$140K | 0.84% | 25 |
|
|
2023
Q1 | $2.02M | Sell |
6,526
-53
| -0.8% | -$16.4K | 0.75% | 24 |
|
|
2022
Q4 | $2.03M | Sell |
6,579
-166
| -2% | -$51.3K | 0.78% | 25 |
|
|
2022
Q3 | $1.8M | Buy |
6,745
+1,479
| +28% | +$395K | 0.79% | 26 |
|
|
2022
Q2 | $1.44M | Buy |
5,266
+444
| +9% | +$121K | 0.68% | 27 |
|
|
2022
Q1 | $1.7M | Sell |
4,822
-127
| -3% | -$44.8K | 0.74% | 29 |
|
|
2021
Q4 | $1.48M | Buy |
4,949
+492
| +11% | +$147K | 0.64% | 31 |
|
|
2021
Q3 | $1.22M | Buy |
4,457
+6
| +0.1% | +$1.64K | 0.59% | 28 |
|
|
2021
Q2 | $1.24M | Buy |
4,451
+65
| +1% | +$18.1K | 0.6% | 32 |
|
|
2021
Q1 | $1.12M | Buy |
4,386
+143
| +3% | +$36.5K | 0.57% | 35 |
|
|
2020
Q4 | $984K | Buy |
4,243
+476
| +13% | +$110K | 0.53% | 39 |
|
|
2020
Q3 | $802K | Buy |
3,767
+232
| +7% | +$49.4K | 0.47% | 38 |
|
|
2020
Q2 | $631K | Buy |
3,535
+247
| +8% | +$44.1K | 0.39% | 46 |
|
|
2020
Q1 | $601K | Buy |
3,288
+15
| +0.5% | +$2.74K | 0.47% | 41 |
|
|
2019
Q4 | $741K | Sell |
3,273
-29
| -0.9% | -$6.57K | 0.42% | 45 |
|
|
2019
Q3 | $687K | Sell |
3,302
-127
| -4% | -$26.4K | 0.43% | 42 |
|
|
2019
Q2 | $732K | Buy |
3,429
+159
| +5% | +$33.9K | 0.45% | 43 |
|
|
2019
Q1 | $685K | Buy |
3,270
+305
| +10% | +$63.9K | 0.44% | 45 |
|
|
2018
Q4 | $605K | Buy |
2,965
+539
| +22% | +$110K | 0.45% | 44 |
|
|
2018
Q3 | $519K | Sell |
2,426
-5
| -0.2% | -$1.07K | 0.27% | 65 |
|
|
2018
Q2 | $454K | Buy |
2,431
+205
| +9% | +$38.3K | 0.25% | 72 |
|
|
2018
Q1 | $444K | Buy |
2,226
+705
| +46% | +$141K | 0.26% | 65 |
|
|
2017
Q4 | $301K | Buy |
+1,521
| New | +$301K | 0.27% | 69 |
|