Wealth Enhancement Advisory Services’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 | $509M | Sell |
1,049,335
-122,358
| -10% | -$59.3M | 0.84% | 18 |
|
|
2025
Q1 | $624M | Buy |
1,171,693
+44,217
| +4% | +$23.5M | 1.19% | 11 |
|
|
2024
Q4 | $511M | Buy |
1,127,476
+148,819
| +15% | +$67.5M | 0.98% | 16 |
|
|
2024
Q3 | $450M | Buy |
978,657
+79,726
| +9% | +$36.7M | 0.97% | 16 |
|
|
2024
Q2 | $366M | Buy |
898,931
+170,139
| +23% | +$69.2M | 0.87% | 19 |
|
|
2024
Q1 | $306M | Buy |
728,792
+49,381
| +7% | +$20.8M | 0.79% | 20 |
|
|
2023
Q4 | $242M | Buy |
679,411
+109,540
| +19% | +$39.1M | 0.7% | 21 |
|
|
2023
Q3 | $200M | Buy |
569,871
+540,683
| +1,852% | +$189M | 0.66% | 22 |
|
|
2023
Q2 | $9.95M | Buy |
29,188
+9,464
| +48% | +$3.23M | 0.11% | 93 |
|
|
2023
Q1 | $6.09M | Buy |
+19,724
| New | +$6.09M | 0.07% | 122 |
|
|
2015
Q4 | – | Sell |
-17,865
| Closed | -$2.39M | – | 118 |
|
|
2015
Q3 | $2.39M | Buy |
17,865
+1,912
| +12% | +$256K | 0.73% | 30 |
|
|
2015
Q2 | $2.17M | Buy |
+15,953
| New | +$2.17M | 0.67% | 30 |
|