WA
Waverly Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $91.9M | Sell |
189,087
-406
| -0.2% | -$197K | 1.01% | 16 |
|
|
2025
Q1 | $101M | Buy |
189,493
+23,294
| +14% | +$12.4M | 1.23% | 10 |
|
|
2024
Q4 | $75.3M | Buy |
166,199
+5,619
| +3% | +$2.55M | 1.16% | 13 |
|
|
2024
Q3 | $73.9M | Sell |
160,580
-2,728
| -2% | -$1.26M | 1.36% | 11 |
|
|
2024
Q2 | $66.4M | Buy |
163,308
+22,839
| +16% | +$9.29M | 1.3% | 14 |
|
|
2024
Q1 | $59.1M | Buy |
140,469
+7,024
| +5% | +$2.95M | 1.39% | 16 |
|
|
2023
Q4 | $47.6M | Buy |
133,445
+113,083
| +555% | +$40.3M | 1.78% | 13 |
|
|
2023
Q3 | $7.13M | Buy |
20,362
+66
| +0.3% | +$23.1K | 0.31% | 62 |
|
|
2023
Q2 | $6.92M | Buy |
20,296
+5,494
| +37% | +$1.87M | 0.3% | 60 |
|
|
2023
Q1 | $4.57M | Buy |
14,802
+214
| +1% | +$66.1K | 0.24% | 66 |
|
|
2022
Q4 | $4.51M | Buy |
14,588
+39
| +0.3% | +$12K | 0.25% | 61 |
|
|
2022
Q3 | $3.89M | Buy |
14,549
+974
| +7% | +$260K | 0.27% | 48 |
|
|
2022
Q2 | $3.71M | Buy |
13,575
+6,430
| +90% | +$1.76M | 0.34% | 41 |
|
|
2022
Q1 | $2.52M | Buy |
7,145
+2
| +0% | +$706 | 0.21% | 44 |
|
|
2021
Q4 | $2.28M | Buy |
7,143
+303
| +4% | +$96.7K | 0.2% | 47 |
|
|
2021
Q3 | $1.95M | Buy |
6,840
+468
| +7% | +$133K | 0.17% | 50 |
|
|
2021
Q2 | $1.84M | Sell |
6,372
-73
| -1% | -$21K | 0.17% | 48 |
|
|
2021
Q1 | $1.85M | Buy |
6,445
+61
| +1% | +$17.5K | 0.18% | 49 |
|
|
2020
Q4 | $1.53M | Buy |
6,384
+290
| +5% | +$69.5K | 0.16% | 52 |
|
|
2020
Q3 | $1.23M | Buy |
6,094
+1,298
| +27% | +$262K | 0.16% | 54 |
|
|
2020
Q2 | $1.02M | Buy |
4,796
+986
| +26% | +$209K | 0.13% | 60 |
|
|
2020
Q1 | $697K | Buy |
3,810
+261
| +7% | +$47.7K | 0.12% | 66 |
|
|
2019
Q4 | $815K | Sell |
3,549
-43
| -1% | -$9.88K | 0.11% | 65 |
|
|
2019
Q3 | $747K | Buy |
3,592
+288
| +9% | +$59.9K | 0.11% | 67 |
|
|
2019
Q2 | $704K | Buy |
3,304
+100
| +3% | +$21.3K | 0.1% | 65 |
|
|
2019
Q1 | $644K | Buy |
3,204
+82
| +3% | +$16.5K | 0.1% | 63 |
|
|
2018
Q4 | $637K | Sell |
3,122
-4,296
| -58% | -$877K | 0.11% | 62 |
|
|
2018
Q3 | $1.59M | Buy |
7,418
+75
| +1% | +$16.1K | 0.23% | 53 |
|
|
2018
Q2 | $1.37M | Sell |
7,343
-195
| -3% | -$36.4K | 0.21% | 59 |
|
|
2018
Q1 | $1.5M | Sell |
7,538
-1,237
| -14% | -$247K | 0.24% | 50 |
|
|
2017
Q4 | $1.74M | Buy |
8,775
+1,643
| +23% | +$326K | 0.25% | 58 |
|
|
2017
Q3 | $1.31M | Buy |
7,132
+309
| +5% | +$56.6K | 0.28% | 65 |
|
|
2017
Q2 | $1.16M | Sell |
6,823
-178
| -3% | -$30.2K | 0.29% | 66 |
|
|
2017
Q1 | $1.17M | Buy |
7,001
+4,250
| +154% | +$708K | 0.31% | 63 |
|
|
2016
Q4 | $448K | Buy |
2,751
+245
| +10% | +$39.9K | 0.17% | 57 |
|
|
2016
Q3 | $362K | Buy |
2,506
+76
| +3% | +$11K | 0.15% | 61 |
|
|
2016
Q2 | $352K | Sell |
2,430
-831
| -25% | -$120K | 0.16% | 53 |
|
|
2016
Q1 | $463K | Buy |
3,261
+560
| +21% | +$79.5K | 0.28% | 43 |
|
|
2015
Q4 | $357K | Buy |
2,701
+171
| +7% | +$22.6K | 0.16% | 75 |
|
|
2015
Q3 | $330K | Buy |
2,530
+230
| +10% | +$30K | 0.23% | 39 |
|
|
2015
Q2 | $313K | Sell |
2,300
-99
| -4% | -$13.5K | 0.19% | 39 |
|
|
2015
Q1 | $346K | Buy |
2,399
+50
| +2% | +$7.21K | 0.18% | 36 |
|
|
2014
Q4 | $353K | Hold |
2,349
| – | – | 0.18% | 38 |
|
|
2014
Q3 | $324K | Sell |
2,349
-225
| -9% | -$31K | 0.18% | 76 |
|
|
2014
Q2 | $326K | Sell |
2,574
-1,990
| -44% | -$252K | 0.14% | 83 |
|
|
2014
Q1 | $570K | Buy |
4,564
+1,273
| +39% | +$159K | 0.26% | 36 |
|
|
2013
Q4 | $390K | Hold |
3,291
| – | – | 0.14% | 85 |
|
|
2013
Q3 | $374K | Hold |
3,291
| – | – | 0.19% | 56 |
|
|
2013
Q2 | $368K | Buy |
+3,291
| New | +$368K | 0.21% | 55 |
|