Badgley Phelps Wealth Managers’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 | $69.5M | Sell |
143,081
-15,533
| -10% | -$7.55M | 1.54% | 15 |
|
|
2025
Q1 | $84.5M | Sell |
158,614
-339
| -0.2% | -$181K | 2.04% | 11 |
|
|
2024
Q4 | $72.1M | Buy |
158,953
+349
| +0.2% | +$158K | 1.68% | 12 |
|
|
2024
Q3 | $73M | Buy |
158,604
+5,053
| +3% | +$2.33M | 1.7% | 12 |
|
|
2024
Q2 | $62.5M | Buy |
153,551
+1,245
| +0.8% | +$506K | 1.55% | 14 |
|
|
2024
Q1 | $64M | Buy |
152,306
+2,187
| +1% | +$920K | 1.6% | 13 |
|
|
2023
Q4 | $53.5M | Buy |
150,119
+10,836
| +8% | +$3.86M | 1.46% | 16 |
|
|
2023
Q3 | $48.8M | Buy |
139,283
+6,603
| +5% | +$2.31M | 1.66% | 10 |
|
|
2023
Q2 | $45.2M | Buy |
132,680
+8,508
| +7% | +$2.9M | 1.49% | 14 |
|
|
2023
Q1 | $38.3M | Buy |
124,172
+2,165
| +2% | +$668K | 1.41% | 15 |
|
|
2022
Q4 | $37.7M | Buy |
122,007
+2,012
| +2% | +$622K | 1.51% | 12 |
|
|
2022
Q3 | $32M | Buy |
119,995
+18,979
| +19% | +$5.07M | 1.38% | 15 |
|
|
2022
Q2 | $27.6M | Sell |
101,016
-695
| -0.7% | -$190K | 1.13% | 24 |
|
|
2022
Q1 | $35.9M | Sell |
101,711
-1,082
| -1% | -$382K | 1.25% | 22 |
|
|
2021
Q4 | $30.7M | Buy |
102,793
+2,592
| +3% | +$775K | 1% | 29 |
|
|
2021
Q3 | $27.3M | Buy |
+100,201
| New | +$27.3M | 0.99% | 31 |
|