Annis Gardner Whiting Capital Advisors’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 | $2.2M | Buy |
4,528
+680
| +18% | +$330K | 0.76% | 21 |
|
|
2025
Q1 | $2.05M | Sell |
3,848
-524
| -12% | -$279K | 0.87% | 19 |
|
|
2024
Q4 | $1.98M | Sell |
4,372
-31
| -0.7% | -$14.1K | 0.55% | 29 |
|
|
2024
Q3 | $2.03M | Buy |
4,403
+551
| +14% | +$254K | 0.57% | 26 |
|
|
2024
Q2 | $1.57M | Buy |
3,852
+57
| +2% | +$23.2K | 0.45% | 38 |
|
|
2024
Q1 | $1.6M | Sell |
3,795
-363
| -9% | -$153K | 0.57% | 23 |
|
|
2023
Q4 | $1.48M | Buy |
4,158
+1,043
| +33% | +$372K | 0.66% | 21 |
|
|
2023
Q3 | $1.09M | Buy |
+3,115
| New | +$1.09M | 0.58% | 27 |
|