BWFA
Baltimore-Washington Financial Advisors’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 | $34.3M | Buy |
70,586
+13,569
| +24% | +$6.59M | 1.6% | 22 |
|
|
2025
Q1 | $30.4M | Buy |
57,017
+2,190
| +4% | +$1.17M | 1.61% | 22 |
|
|
2024
Q4 | $24.9M | Buy |
54,827
+2,637
| +5% | +$1.2M | 1.28% | 28 |
|
|
2024
Q3 | $24M | Buy |
52,190
+3,221
| +7% | +$1.48M | 1.29% | 26 |
|
|
2024
Q2 | $19.9M | Buy |
48,969
+9,430
| +24% | +$3.84M | 1.15% | 33 |
|
|
2024
Q1 | $16.6M | Buy |
39,539
+6,260
| +19% | +$2.63M | 1.03% | 35 |
|
|
2023
Q4 | $11.9M | Sell |
33,279
-1,273
| -4% | -$454K | 0.82% | 46 |
|
|
2023
Q3 | $12.1M | Sell |
34,552
-1,746
| -5% | -$612K | 0.98% | 41 |
|
|
2023
Q2 | $12.4M | Sell |
36,298
-2,448
| -6% | -$835K | 0.99% | 38 |
|
|
2023
Q1 | $12M | Buy |
38,746
+825
| +2% | +$255K | 1.05% | 34 |
|
|
2022
Q4 | $11.7M | Buy |
37,921
+244
| +0.6% | +$75.4K | 1.15% | 33 |
|
|
2022
Q3 | $10.2M | Buy |
37,677
+662
| +2% | +$179K | 0.86% | 35 |
|
|
2022
Q2 | $10.1M | Buy |
37,015
+34,495
| +1,369% | +$9.42M | 1.08% | 34 |
|
|
2022
Q1 | $673K | Sell |
2,520
-448
| -15% | -$120K | 0.07% | 105 |
|
|
2021
Q4 | $887K | Sell |
2,968
-266
| -8% | -$79.5K | 0.07% | 91 |
|
|
2021
Q3 | $882K | Sell |
3,234
-164
| -5% | -$44.7K | 0.08% | 92 |
|
|
2021
Q2 | $944K | Buy |
3,398
+701
| +26% | +$195K | 0.09% | 92 |
|
|
2021
Q1 | $689K | Sell |
2,697
-241
| -8% | -$61.6K | 0.07% | 92 |
|
|
2020
Q4 | $681K | Buy |
2,938
+484
| +20% | +$112K | 0.07% | 87 |
|
|
2020
Q3 | $522K | Buy |
2,454
+1,962
| +399% | +$417K | 0.07% | 86 |
|
|
2020
Q2 | $450K | Sell |
492
-1,559
| -76% | -$1.43M | 0.06% | 93 |
|
|
2020
Q1 | $374K | Buy |
2,051
+10
| +0.5% | +$1.82K | 0.07% | 96 |
|
|
2019
Q4 | $462K | Buy |
2,041
+200
| +11% | +$45.3K | 0.07% | 90 |
|
|
2019
Q3 | $382K | Hold |
1,841
| – | – | 0.06% | 93 |
|
|
2019
Q2 | $392K | Hold |
1,841
| – | – | 0.07% | 89 |
|
|
2019
Q1 | $369K | Hold |
1,841
| – | – | 0.06% | 88 |
|
|
2018
Q4 | $375K | Buy |
1,841
+400
| +28% | +$81.5K | 0.08% | 83 |
|
|
2018
Q3 | $308K | Buy |
1,441
+90
| +7% | +$19.2K | 0.06% | 85 |
|
|
2018
Q2 | $252K | Buy |
1,351
+19
| +1% | +$3.54K | 0.05% | 83 |
|
|
2018
Q1 | $265K | Sell |
1,332
-835
| -39% | -$166K | 0.06% | 74 |
|
|
2017
Q4 | $429K | Buy |
2,167
+350
| +19% | +$69.3K | 0.09% | 71 |
|
|
2017
Q3 | $333K | Hold |
1,817
| – | – | 0.08% | 69 |
|
|
2017
Q2 | $308K | Hold |
1,817
| – | – | 0.07% | 67 |
|
|
2017
Q1 | $303K | Hold |
1,817
| – | – | 0.08% | 66 |
|
|
2016
Q4 | $296K | Hold |
1,817
| – | – | 0.08% | 70 |
|
|
2016
Q3 | $263K | Buy |
1,817
+177
| +11% | +$25.6K | 0.07% | 70 |
|
|
2016
Q2 | $237K | Hold |
1,640
| – | – | 0.07% | 70 |
|
|
2016
Q1 | $232K | Sell |
1,640
-177
| -10% | -$25K | 0.07% | 81 |
|
|
2015
Q4 | $240K | Buy |
1,817
+377
| +26% | +$49.8K | 0.08% | 89 |
|
|
2015
Q3 | $187K | Hold |
1,440
| – | – | 0.06% | 94 |
|
|
2015
Q2 | $195K | Sell |
1,440
-830
| -37% | -$112K | 0.06% | 98 |
|
|
2015
Q1 | $328K | Sell |
2,270
-6
| -0.3% | -$867 | 0.1% | 93 |
|
|
2014
Q4 | $342K | Hold |
2,276
| – | – | 0.1% | 92 |
|
|
2014
Q3 | $314K | Buy |
2,276
+6
| +0.3% | +$828 | 0.1% | 89 |
|
|
2014
Q2 | $287K | Hold |
2,270
| – | – | 0.09% | 94 |
|
|
2014
Q1 | $284K | Sell |
2,270
-830
| -27% | -$104K | 0.1% | 87 |
|
|
2013
Q4 | $368K | Buy |
3,100
+1,900
| +158% | +$226K | 0.12% | 89 |
|
|
2013
Q3 | $136K | Sell |
1,200
-150
| -11% | -$17K | 0.05% | 93 |
|
|
2013
Q2 | $151K | Buy |
+1,350
| New | +$151K | 0.07% | 92 |
|