DWA
Douglass Winthrop 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 | $423M | Buy |
869,806
+3,951
| +0.5% | +$1.92M | 7.63% | 1 |
|
|
2025
Q1 | $461M | Sell |
865,855
-14,410
| -2% | -$7.67M | 8.77% | 1 |
|
|
2024
Q4 | $399M | Buy |
880,265
+291
| +0% | +$132K | 7.77% | 1 |
|
|
2024
Q3 | $405M | Sell |
879,974
-9,372
| -1% | -$4.31M | 7.72% | 1 |
|
|
2024
Q2 | $362M | Sell |
889,346
-8,460
| -0.9% | -$3.44M | 7.39% | 1 |
|
|
2024
Q1 | $378M | Sell |
897,806
-2,304
| -0.3% | -$969K | 7.77% | 1 |
|
|
2023
Q4 | $321M | Sell |
900,110
-2,159
| -0.2% | -$770K | 7.17% | 1 |
|
|
2023
Q3 | $316M | Sell |
902,269
-5,669
| -0.6% | -$1.99M | 7.83% | 1 |
|
|
2023
Q2 | $310M | Sell |
907,938
-6,182
| -0.7% | -$2.11M | 7.4% | 1 |
|
|
2023
Q1 | $282M | Sell |
914,120
-2,950
| -0.3% | -$911K | 7.32% | 1 |
|
|
2022
Q4 | $283M | Buy |
917,070
+5,402
| +0.6% | +$1.67M | 7.76% | 1 |
|
|
2022
Q3 | $243M | Buy |
911,668
+6,497
| +0.7% | +$1.73M | 7.35% | 1 |
|
|
2022
Q2 | $247M | Buy |
905,171
+2,236
| +0.2% | +$610K | 6.96% | 1 |
|
|
2022
Q1 | $319M | Sell |
902,935
-9,680
| -1% | -$3.42M | 7.53% | 1 |
|
|
2021
Q4 | $273M | Sell |
912,615
-5,213
| -0.6% | -$1.56M | 6.12% | 1 |
|
|
2021
Q3 | $251M | Sell |
917,828
-1,834
| -0.2% | -$501K | 6.14% | 1 |
|
|
2021
Q2 | $256M | Sell |
919,662
-12,038
| -1% | -$3.35M | 6.27% | 1 |
|
|
2021
Q1 | $238M | Sell |
931,700
-25,465
| -3% | -$6.51M | 6.38% | 1 |
|
|
2020
Q4 | $222M | Buy |
957,165
+20,086
| +2% | +$4.66M | 6.33% | 1 |
|
|
2020
Q3 | $200M | Sell |
937,079
-2,247
| -0.2% | -$478K | 6.49% | 1 |
|
|
2020
Q2 | $168M | Sell |
939,326
-9,397
| -1% | -$1.68M | 6.26% | 1 |
|
|
2020
Q1 | $173M | Buy |
948,723
+97,303
| +11% | +$17.8M | 7.77% | 1 |
|
|
2019
Q4 | $193M | Buy |
851,420
+7,328
| +0.9% | +$1.66M | 6.82% | 1 |
|
|
2019
Q3 | $176M | Buy |
844,092
+32,077
| +4% | +$6.67M | 6.72% | 1 |
|
|
2019
Q2 | $173M | Buy |
812,015
+44,626
| +6% | +$9.51M | 6.97% | 1 |
|
|
2019
Q1 | $154M | Buy |
767,389
+38,378
| +5% | +$7.71M | 6.72% | 1 |
|
|
2018
Q4 | $149M | Buy |
729,011
+5,620
| +0.8% | +$1.15M | 7.39% | 1 |
|
|
2018
Q3 | $155M | Buy |
723,391
+22,777
| +3% | +$4.88M | 6.84% | 1 |
|
|
2018
Q2 | $131M | Buy |
700,614
+24,822
| +4% | +$4.63M | 5.88% | 1 |
|
|
2018
Q1 | $135M | Buy |
675,792
+45,676
| +7% | +$9.11M | 6.57% | 1 |
|
|
2017
Q4 | $125M | Buy |
630,116
+1,233
| +0.2% | +$244K | 6.79% | 1 |
|
|
2017
Q3 | $115M | Buy |
628,883
+8,171
| +1% | +$1.5M | 6.69% | 1 |
|
|
2017
Q2 | $105M | Buy |
620,712
+11,230
| +2% | +$1.9M | 6.37% | 1 |
|
|
2017
Q1 | $102M | Buy |
609,482
+5,008
| +0.8% | +$835K | 6.33% | 1 |
|
|
2016
Q4 | $98.5M | Sell |
604,474
-3,848
| -0.6% | -$627K | 6.65% | 1 |
|
|
2016
Q3 | $87.9M | Buy |
608,322
+6,777
| +1% | +$979K | 6.07% | 1 |
|
|
2016
Q2 | $87.1M | Buy |
601,545
+6,247
| +1% | +$905K | 6.14% | 1 |
|
|
2016
Q1 | $84.5M | Buy |
595,298
+2,518
| +0.4% | +$357K | 6.09% | 1 |
|
|
2015
Q4 | $78.3M | Buy |
592,780
+31,703
| +6% | +$4.19M | 5.8% | 1 |
|
|
2015
Q3 | $73.2M | Buy |
561,077
+41,805
| +8% | +$5.45M | 5.77% | 1 |
|
|
2015
Q2 | $74.9M | Hold |
519,272
| – | – | 5.82% | 1 |
|
|
2015
Q1 | $74.9M | Buy |
519,272
+14,327
| +3% | +$2.07M | 5.82% | 1 |
|
|
2014
Q4 | $75.8M | Sell |
504,945
-74
| -0% | -$11.1K | 6.76% | 1 |
|
|
2014
Q3 | $69.8M | Buy |
505,019
+9,523
| +2% | +$1.32M | 6.43% | 1 |
|
|
2014
Q2 | $62.7M | Buy |
495,496
+8,440
| +2% | +$1.07M | 5.78% | 1 |
|
|
2014
Q1 | $60.9M | Buy |
487,056
+14,419
| +3% | +$1.8M | 6.01% | 1 |
|
|
2013
Q4 | $56M | Buy |
472,637
+6,095
| +1% | +$723K | 5.82% | 1 |
|
|
2013
Q3 | $53M | Buy |
466,542
+7,808
| +2% | +$886K | 6.14% | 1 |
|
|
2013
Q2 | $51.3M | Buy |
+458,734
| New | +$51.3M | 6.21% | 1 |
|