Wealthspire Advisors (New York)’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	$31M	Sell	63,760 -1,969	-3%	-$956K	0.17%	64
2025 Q1	$35M	Buy	65,729 +2,199	+3%	+$1.17M	0.21%	57
2024 Q4	$28.8M	Buy	63,530 +3,187	+5%	+$1.44M	0.29%	54
2024 Q3	$27.8M	Buy	60,343 +8,463	+16%	+$3.9M	0.28%	55
2024 Q2	$21.1M	Buy	51,880 +582	+1%	+$237K	0.27%	49
2024 Q1	$21.6M	Sell	51,298 -1,609	-3%	-$677K	0.29%	45
2023 Q4	$18.9M	Sell	52,907 -733	-1%	-$261K	0.27%	48
2023 Q3	$18.8M	Buy	53,640 +15,657	+41%	+$5.48M	0.31%	43
2023 Q2	$13M	Buy	37,983 +1,964	+5%	+$670K	0.21%	57
2023 Q1	$11.1M	Sell	36,019 -2,680	-7%	-$827K	0.19%	62
2022 Q4	$12M	Buy	38,699 +4,085	+12%	+$1.26M	0.22%	60
2022 Q3	$9.24M	Buy	34,614 +91	+0.3%	+$24.3K	0.19%	67
2022 Q2	$9.43M	Buy	34,523 +12,681	+58%	+$3.46M	0.2%	61
2022 Q1	$7.71M	Sell	21,842 -4,690	-18%	-$1.66M	0.17%	55
2021 Q4	$7.93M	Sell	26,532 -6,158	-19%	-$1.84M	0.18%	56
2021 Q3	$8.92M	Buy	32,690 +10,993	+51%	+$3M	0.19%	63
2021 Q2	$6.03M	Sell	21,697 -26,001	-55%	-$7.23M	0.16%	61
2021 Q1	$12.2M	Buy	47,698 +11,626	+32%	+$2.97M	0.29%	43
2020 Q4	$8.36M	Buy	36,072 +19,653	+120%	+$4.56M	0.25%	56
2020 Q3	$3.5M	Buy	16,419 +4,789	+41%	+$1.02M	0.21%	59
2020 Q2	$2.08M	Sell	11,630 -39,290	-77%	-$7.01M	0.14%	64
2020 Q1	$9.31M	Buy	50,920 +44,028	+639%	+$8.05M	0.39%	36
2019 Q4	$1.56M	Buy	6,892 +1,420	+26%	+$322K	0.11%	49
2019 Q3	$1.14M	Buy	5,472 +3,789	+225%	+$788K	0.09%	42
2019 Q2	$359K	Buy	+1,683	New	+$359K	0.03%	59
2019 Q1	–	Sell	-1,502	Closed	-$307K	–	150
2018 Q4	$307K	Buy	+1,502	New	+$307K	0.03%	51