Leith Wheeler Investment Counsel’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 | $660K | Hold |
1,359
| – | – | 0.05% | 56 |
|
2025
Q1 | $724K | Buy |
+1,359
| New | +$724K | 0.05% | 60 |
|
2024
Q3 | – | Sell |
-901
| Closed | -$367K | – | 65 |
|
2024
Q2 | $367K | Buy |
+901
| New | +$367K | 0.03% | 58 |
|
2022
Q3 | – | Sell |
-735
| Closed | -$258K | – | 54 |
|
2022
Q2 | $258K | Hold |
735
| – | – | 0.03% | 54 |
|
2022
Q1 | $259K | Sell |
735
-2,900
| -80% | -$1.02M | 0.04% | 52 |
|
2021
Q4 | $1.09M | Hold |
3,635
| – | – | 0.15% | 35 |
|
2021
Q3 | $992K | Sell |
3,635
-4
| -0.1% | -$1.09K | 0.15% | 37 |
|
2021
Q2 | $1.01M | Sell |
3,639
-166
| -4% | -$46.1K | 0.15% | 34 |
|
2021
Q1 | $972K | Hold |
3,805
| – | – | 0.16% | 34 |
|
2020
Q4 | $1.12M | Buy |
+3,805
| New | +$1.12M | 0.16% | 30 |
|