Wealthcare Advisory Partners’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 | $12.5M | Buy |
25,686
+550
| +2% | +$267K | 0.28% | 69 |
|
|
2025
Q1 | $13.4M | Sell |
25,136
-34
| -0.1% | -$18.1K | 0.36% | 59 |
|
|
2024
Q4 | $11.4M | Sell |
25,170
-538
| -2% | -$244K | 0.32% | 64 |
|
|
2024
Q3 | $11.8M | Buy |
25,708
+4,952
| +24% | +$2.28M | 0.34% | 58 |
|
|
2024
Q2 | $8.44M | Buy |
20,756
+1,308
| +7% | +$532K | 0.26% | 70 |
|
|
2024
Q1 | $8.18M | Buy |
19,448
+1,909
| +11% | +$803K | 0.27% | 69 |
|
|
2023
Q4 | $6.26M | Buy |
17,539
+579
| +3% | +$207K | 0.25% | 74 |
|
|
2023
Q3 | $5.94M | Sell |
16,960
-29
| -0.2% | -$10.2K | 0.27% | 71 |
|
|
2023
Q2 | $5.79M | Sell |
16,989
-3,035
| -15% | -$1.03M | 0.26% | 74 |
|
|
2023
Q1 | $6.18M | Sell |
20,024
-688
| -3% | -$212K | 0.27% | 72 |
|
|
2022
Q4 | $6.4M | Buy |
20,712
+1,999
| +11% | +$617K | 0.31% | 61 |
|
|
2022
Q3 | $5M | Buy |
18,713
+770
| +4% | +$206K | 0.29% | 74 |
|
|
2022
Q2 | $4.9M | Buy |
17,943
+4,657
| +35% | +$1.27M | 0.3% | 61 |
|
|
2022
Q1 | $4.69M | Sell |
13,286
-339
| -2% | -$120K | 0.28% | 52 |
|
|
2021
Q4 | $4.07M | Sell |
13,625
-5,231
| -28% | -$1.56M | 0.24% | 58 |
|
|
2021
Q3 | $5.15M | Buy |
18,856
+1,504
| +9% | +$411K | 0.34% | 46 |
|
|
2021
Q2 | $4.82M | Buy |
17,352
+1,615
| +10% | +$449K | 0.32% | 44 |
|
|
2021
Q1 | $4.02M | Buy |
15,737
+1,976
| +14% | +$505K | 0.29% | 48 |
|
|
2020
Q4 | $3.19M | Buy |
13,761
+1,330
| +11% | +$308K | 0.28% | 48 |
|
|
2020
Q3 | $2.65M | Buy |
12,431
+1,479
| +14% | +$315K | 0.29% | 42 |
|
|
2020
Q2 | $1.96M | Buy |
10,952
+3,298
| +43% | +$589K | 0.24% | 50 |
|
|
2020
Q1 | $1.4M | Sell |
7,654
-1,882
| -20% | -$344K | 0.21% | 65 |
|
|
2019
Q4 | $2.16M | Buy |
9,536
+211
| +2% | +$47.8K | 0.27% | 45 |
|
|
2019
Q3 | $1.94M | Buy |
9,325
+283
| +3% | +$58.9K | 0.28% | 44 |
|
|
2019
Q2 | $1.93M | Buy |
9,042
+1,317
| +17% | +$281K | 0.31% | 45 |
|
|
2019
Q1 | $1.55M | Sell |
7,725
-476
| -6% | -$95.6K | 0.26% | 55 |
|
|
2018
Q4 | $1.67M | Buy |
8,201
+2,641
| +48% | +$539K | 0.32% | 48 |
|
|
2018
Q3 | $1.19M | Buy |
5,560
+905
| +19% | +$194K | 0.22% | 63 |
|
|
2018
Q2 | $869K | Buy |
4,655
+752
| +19% | +$140K | 0.17% | 77 |
|
|
2018
Q1 | $779K | Buy |
3,903
+662
| +20% | +$132K | 0.18% | 77 |
|
|
2017
Q4 | $642K | Buy |
3,241
+1,123
| +53% | +$222K | 0.17% | 78 |
|
|
2017
Q3 | $388K | Buy |
+2,118
| New | +$388K | 0.12% | 96 |
|
|
2017
Q1 | – | Sell |
-175
| Closed | -$29K | – | 107 |
|
|
2016
Q4 | $29K | Buy |
+175
| New | +$29K | 0.02% | 54 |
|