First Wilshire Securities Management’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 | $8.67M | Sell |
17,848
-107
| -0.6% | -$52K | 2.36% | 13 |
|
2025
Q1 | $9.56M | Sell |
17,955
-132
| -0.7% | -$70.3K | 2.74% | 12 |
|
2024
Q4 | $8.2M | Sell |
18,087
-443
| -2% | -$201K | 2.23% | 14 |
|
2024
Q3 | $8.53M | Sell |
18,530
-43
| -0.2% | -$19.8K | 2.4% | 12 |
|
2024
Q2 | $7.56M | Buy |
18,573
+635
| +4% | +$258K | 2.31% | 13 |
|
2024
Q1 | $7.54M | Buy |
17,938
+274
| +2% | +$115K | 2.21% | 15 |
|
2023
Q4 | $6.3M | Sell |
17,664
-20
| -0.1% | -$7.13K | 2.04% | 17 |
|
2023
Q3 | $6.2M | Sell |
17,684
-54
| -0.3% | -$18.9K | 2.12% | 16 |
|
2023
Q2 | $6.05M | Sell |
17,738
-355
| -2% | -$121K | 2.07% | 17 |
|
2023
Q1 | $5.59M | Sell |
18,093
-40
| -0.2% | -$12.4K | 1.91% | 18 |
|
2022
Q4 | $5.6M | Sell |
18,133
-20
| -0.1% | -$6.18K | 1.96% | 15 |
|
2022
Q3 | $4.85M | Buy |
18,153
+717
| +4% | +$191K | 1.96% | 16 |
|
2022
Q2 | $4.76M | Buy |
17,436
+730
| +4% | +$199K | 1.78% | 15 |
|
2022
Q1 | $5.9M | Sell |
16,706
-85
| -0.5% | -$30K | 2.07% | 13 |
|
2021
Q4 | $5.02M | Buy |
16,791
+388
| +2% | +$116K | 1.57% | 16 |
|
2021
Q3 | $4.48M | Buy |
16,403
+131
| +0.8% | +$35.8K | 1.48% | 16 |
|
2021
Q2 | $4.52M | Sell |
16,272
-420
| -3% | -$117K | 1.58% | 16 |
|
2021
Q1 | $4.26M | Sell |
16,692
-950
| -5% | -$243K | 1.59% | 17 |
|
2020
Q4 | $4.09M | Buy |
17,642
+1,850
| +12% | +$429K | 1.65% | 19 |
|
2020
Q3 | $3.36M | Buy |
15,792
+4,203
| +36% | +$895K | 1.61% | 17 |
|
2020
Q2 | $2.07M | Buy |
11,589
+1,400
| +14% | +$250K | 0.96% | 24 |
|
2020
Q1 | $1.86M | Buy |
10,189
+3,325
| +48% | +$608K | 1.05% | 28 |
|
2019
Q4 | $1.56M | Buy |
6,864
+1,040
| +18% | +$236K | 0.58% | 41 |
|
2019
Q3 | $1.21M | Sell |
5,824
-870
| -13% | -$181K | 0.46% | 43 |
|
2019
Q2 | $1.43M | Buy |
6,694
+3,760
| +128% | +$802K | 0.57% | 45 |
|
2019
Q1 | $589K | Sell |
2,934
-25
| -0.8% | -$5.02K | 0.2% | 77 |
|
2018
Q4 | $604K | Sell |
2,959
-260
| -8% | -$53.1K | 0.23% | 72 |
|
2018
Q3 | $689K | Hold |
3,219
| – | – | 0.2% | 77 |
|
2018
Q2 | $601K | Hold |
3,219
| – | – | 0.18% | 78 |
|
2018
Q1 | $642K | Sell |
3,219
-15
| -0.5% | -$2.99K | 0.18% | 82 |
|
2017
Q4 | $641K | Hold |
3,234
| – | – | 0.18% | 81 |
|
2017
Q3 | $593K | Hold |
3,234
| – | – | 0.17% | 79 |
|
2017
Q2 | $548K | Hold |
3,234
| – | – | 0.16% | 79 |
|
2017
Q1 | $539K | Buy |
3,234
+1,425
| +79% | +$238K | 0.16% | 81 |
|
2016
Q4 | $295K | Hold |
1,809
| – | – | 0.08% | 91 |
|
2016
Q3 | $261K | Hold |
1,809
| – | – | 0.08% | 99 |
|
2016
Q2 | $262K | Hold |
1,809
| – | – | 0.08% | 100 |
|
2016
Q1 | $257K | Sell |
1,809
-1,900
| -51% | -$270K | 0.09% | 100 |
|
2015
Q4 | $490K | Hold |
3,709
| – | – | 0.14% | 76 |
|
2015
Q3 | $484K | Hold |
3,709
| – | – | 0.13% | 79 |
|
2015
Q2 | $505K | Hold |
3,709
| – | – | 0.11% | 82 |
|
2015
Q1 | $535K | Sell |
3,709
-20
| -0.5% | -$2.89K | 0.11% | 82 |
|
2014
Q4 | $560K | Sell |
3,729
-275
| -7% | -$41.3K | 0.1% | 84 |
|
2014
Q3 | $553K | Hold |
4,004
| – | – | 0.1% | 82 |
|
2014
Q2 | $507K | Hold |
4,004
| – | – | 0.08% | 88 |
|
2014
Q1 | $500K | Sell |
4,004
-550
| -12% | -$68.7K | 0.08% | 85 |
|
2013
Q4 | $540K | Hold |
4,554
| – | – | 0.08% | 85 |
|
2013
Q3 | $517K | Hold |
4,554
| – | – | 0.08% | 84 |
|
2013
Q2 | $510K | Buy |
+4,554
| New | +$510K | 0.09% | 86 |
|