Wambolt & Associates’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 | $5.61M | Sell |
11,453
-1,324
| -10% | -$648K | 1.89% | 10 |
|
|
2025
Q1 | $6.81M | Sell |
12,777
-123
| -1% | -$65.6K | 2.31% | 6 |
|
|
2024
Q4 | $5.85M | Sell |
12,900
-2,857
| -18% | -$1.3M | 1.87% | 8 |
|
|
2024
Q3 | $7.21M | Sell |
15,757
-617
| -4% | -$282K | 1.97% | 8 |
|
|
2024
Q2 | $6.63M | Buy |
16,374
+2,742
| +20% | +$1.11M | 1.93% | 7 |
|
|
2024
Q1 | $5.73M | Buy |
13,632
+2,596
| +24% | +$1.09M | 1.71% | 8 |
|
|
2023
Q4 | $3.94M | Buy |
11,036
+720
| +7% | +$257K | 1.29% | 11 |
|
|
2023
Q3 | $3.59M | Buy |
10,316
+799
| +8% | +$278K | 1.3% | 9 |
|
|
2023
Q2 | $3.25M | Buy |
9,517
+270
| +3% | +$92.1K | 1.15% | 9 |
|
|
2023
Q1 | $2.87M | Sell |
9,247
-144
| -2% | -$44.7K | 1.02% | 13 |
|
|
2022
Q4 | $2.9M | Buy |
9,391
+548
| +6% | +$169K | 1.11% | 12 |
|
|
2022
Q3 | $2.36M | Buy |
8,843
+171
| +2% | +$45.7K | 1% | 15 |
|
|
2022
Q2 | $2.37M | Buy |
8,672
+615
| +8% | +$168K | 0.95% | 19 |
|
|
2022
Q1 | $2.84M | Buy |
8,057
+3,548
| +79% | +$1.25M | 1.03% | 16 |
|
|
2021
Q4 | $1.35M | Sell |
4,509
-145
| -3% | -$43.3K | 0.49% | 71 |
|
|
2021
Q3 | $1.28M | Buy |
4,654
+108
| +2% | +$29.8K | 0.51% | 73 |
|
|
2021
Q2 | $1.27M | Sell |
4,546
-14
| -0.3% | -$3.92K | 0.54% | 64 |
|
|
2021
Q1 | $1.18M | Sell |
4,560
-95
| -2% | -$24.5K | 0.61% | 62 |
|
|
2020
Q4 | $1.08M | Sell |
4,655
-40
| -0.9% | -$9.27K | 0.64% | 51 |
|
|
2020
Q3 | $1M | Sell |
4,695
-34
| -0.7% | -$7.24K | 0.75% | 43 |
|
|
2020
Q2 | $844K | Buy |
4,729
+321
| +7% | +$57.3K | 0.66% | 50 |
|
|
2020
Q1 | $806K | Buy |
4,408
+12
| +0.3% | +$2.19K | 0.83% | 36 |
|
|
2019
Q4 | $996K | Buy |
4,396
+258
| +6% | +$58.5K | 0.76% | 37 |
|
|
2019
Q3 | $861K | Sell |
4,138
-215
| -5% | -$44.7K | 0.71% | 43 |
|
|
2019
Q2 | $928K | Sell |
4,353
-1,199
| -22% | -$256K | 0.79% | 34 |
|
|
2019
Q1 | $1.14M | Buy |
5,552
+863
| +18% | +$177K | 1.03% | 28 |
|
|
2018
Q4 | $957K | Buy |
+4,689
| New | +$957K | 1.06% | 27 |
|