Waterloo Capital’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 | $4.39M | Sell |
9,043
-252
| -3% | -$122K | 0.35% | 62 |
|
|
2025
Q1 | $4.95M | Buy |
9,295
+2,084
| +29% | +$1.11M | 0.46% | 53 |
|
|
2024
Q4 | $3.27M | Buy |
7,211
+1,067
| +17% | +$484K | 0.34% | 76 |
|
|
2024
Q3 | $2.83M | Buy |
6,144
+2,077
| +51% | +$956K | 0.31% | 80 |
|
|
2024
Q2 | $1.65M | Buy |
4,067
+493
| +14% | +$201K | 0.2% | 114 |
|
|
2024
Q1 | $1.5M | Sell |
3,574
-60
| -2% | -$25.2K | 0.19% | 109 |
|
|
2023
Q4 | $1.3M | Buy |
3,634
+1,262
| +53% | +$450K | 0.21% | 114 |
|
|
2023
Q3 | $831K | Buy |
2,372
+1,021
| +76% | +$358K | 0.24% | 73 |
|
|
2023
Q2 | $461K | Buy |
1,351
+26
| +2% | +$8.87K | 0.14% | 92 |
|
|
2023
Q1 | $409K | Buy |
+1,325
| New | +$409K | 0.13% | 100 |
|