Walter & Keenan Wealth 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 | $11.6M | Buy |
23,966
+636
| +3% | +$309K | 3.38% | 6 |
|
|
2025
Q1 | $12.4M | Buy |
23,330
+186
| +0.8% | +$99.1K | 3.74% | 4 |
|
|
2024
Q4 | $10.5M | Buy |
23,144
+35
| +0.2% | +$15.9K | 3.17% | 6 |
|
|
2024
Q3 | $10.6M | Sell |
23,109
-87
| -0.4% | -$40K | 3.23% | 5 |
|
|
2024
Q2 | $9.44M | Sell |
23,196
-142
| -0.6% | -$57.8K | 3% | 5 |
|
|
2024
Q1 | $9.81M | Sell |
23,338
-20
| -0.1% | -$8.41K | 3.22% | 5 |
|
|
2023
Q4 | $8.33M | Buy |
23,358
+164
| +0.7% | +$58.5K | 2.98% | 5 |
|
|
2023
Q3 | $8.12M | Sell |
23,194
-4,033
| -15% | -$1.41M | 3.17% | 5 |
|
|
2023
Q2 | $9.28M | Sell |
27,227
-67
| -0.2% | -$22.8K | 3.41% | 4 |
|
|
2023
Q1 | $8.43M | Sell |
27,294
-1,075
| -4% | -$332K | 3.2% | 4 |
|
|
2022
Q4 | $8.76M | Sell |
28,369
-159
| -0.6% | -$49.1K | 3.44% | 4 |
|
|
2022
Q3 | $7.62M | Buy |
28,528
+63
| +0.2% | +$16.8K | 3.23% | 6 |
|
|
2022
Q2 | $7.77M | Sell |
28,465
-94
| -0.3% | -$25.7K | 3.07% | 6 |
|
|
2022
Q1 | $10.1M | Sell |
28,559
-10
| -0% | -$3.53K | 3.42% | 4 |
|
|
2021
Q4 | $8.54M | Buy |
28,569
+287
| +1% | +$85.8K | 2.78% | 5 |
|
|
2021
Q3 | $7.72M | Buy |
28,282
+524
| +2% | +$143K | 2.62% | 7 |
|
|
2021
Q2 | $7.71M | Sell |
27,758
-370
| -1% | -$103K | 2.66% | 7 |
|
|
2021
Q1 | $7.19M | Sell |
28,128
-984
| -3% | -$251K | 2.54% | 8 |
|
|
2020
Q4 | $6.75M | Buy |
29,112
+49
| +0.2% | +$11.4K | 2.44% | 9 |
|
|
2020
Q3 | $6.19M | Sell |
29,063
-33
| -0.1% | -$7.03K | 2.45% | 8 |
|
|
2020
Q2 | $5.19M | Sell |
29,096
-103,165
| -78% | -$18.4M | 2.11% | 13 |
|
|
2020
Q1 | $23.3M | Buy |
132,261
+103,878
| +366% | +$18.3M | 9.24% | 2 |
|
|
2019
Q4 | $6.43M | Sell |
28,383
-1,798
| -6% | -$407K | 2.47% | 7 |
|
|
2019
Q3 | $6.28M | Buy |
30,181
+4,200
| +16% | +$874K | 2.38% | 8 |
|
|
2019
Q2 | $5.54M | Hold |
25,981
| – | – | 2.44% | 10 |
|
|
2019
Q1 | $5.22M | Sell |
25,981
-1,541
| -6% | -$310K | 2.3% | 14 |
|
|
2018
Q4 | $5.62M | Buy |
27,522
+1,500
| +6% | +$306K | 2.53% | 7 |
|
|
2018
Q3 | $5.57K | Sell |
26,022
-500
| -2% | -$107 | 1.67% | 10 |
|
|
2018
Q2 | $4.95M | Buy |
26,522
+50
| +0.2% | +$9.33K | 2.13% | 9 |
|
|
2018
Q1 | $5.28M | Buy |
26,472
+50
| +0.2% | +$9.98K | 2.28% | 8 |
|
|
2017
Q4 | $5.24M | Buy |
26,422
+25
| +0.1% | +$4.96K | 2.2% | 8 |
|
|
2017
Q3 | $4.84M | Buy |
26,397
+26
| +0.1% | +$4.77K | 2.23% | 8 |
|
|
2017
Q2 | $4.47M | Buy |
26,371
+100
| +0.4% | +$16.9K | 2.24% | 8 |
|
|
2017
Q1 | $4.38M | Buy |
26,271
+2,700
| +11% | +$450K | 2.27% | 8 |
|
|
2016
Q4 | $3.84M | Buy |
23,571
+300
| +1% | +$48.9K | 2.04% | 11 |
|
|
2016
Q3 | $3.36M | Buy |
23,271
+273
| +1% | +$39.4K | 1.86% | 12 |
|
|
2016
Q2 | $3.33M | Sell |
22,998
-1,646
| -7% | -$238K | 1.86% | 13 |
|
|
2016
Q1 | $3.5M | Buy |
24,644
+1,100
| +5% | +$156K | 2% | 13 |
|
|
2015
Q4 | $3.11M | Buy |
23,544
+212
| +0.9% | +$28K | 1.81% | 14 |
|
|
2015
Q3 | $3.04M | Buy |
23,332
+2,250
| +11% | +$293K | 1.88% | 13 |
|
|
2015
Q2 | $2.87M | Buy |
21,082
+112
| +0.5% | +$15.2K | 1.67% | 16 |
|
|
2015
Q1 | $3.03M | Hold |
20,970
| – | – | 1.71% | 14 |
|
|
2014
Q4 | $3.15M | Hold |
20,970
| – | – | 1.79% | 13 |
|
|
2014
Q3 | $2.9M | Sell |
20,970
-8,500
| -29% | -$1.17M | 1.7% | 14 |
|
|
2014
Q2 | $3.73M | Buy |
29,470
+150
| +0.5% | +$19K | 1.95% | 12 |
|
|
2014
Q1 | $3.66M | Buy |
+29,320
| New | +$3.66M | 2.01% | 11 |
|