WIM
Waverton Investment Management’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 | $31.9M | Sell |
65,698
-4,469
| -6% | -$2.17M | 0.44% | 40 |
|
|
2025
Q1 | $37.4M | Sell |
70,167
-13
| -0% | -$6.93K | 0.58% | 38 |
|
|
2024
Q4 | $31.8M | Sell |
70,180
-6,744
| -9% | -$3.06M | 0.51% | 39 |
|
|
2024
Q3 | $35.4M | Sell |
76,924
-4,903
| -6% | -$2.26M | 0.58% | 38 |
|
|
2024
Q2 | $33.3M | Sell |
81,827
-2,345
| -3% | -$954K | 0.63% | 35 |
|
|
2024
Q1 | $35.4M | Sell |
84,172
-226
| -0.3% | -$95K | 0.74% | 31 |
|
|
2023
Q4 | $30.1M | Sell |
84,398
-1,367
| -2% | -$488K | 0.73% | 32 |
|
|
2023
Q3 | $30M | Buy |
85,765
+37
| +0% | +$13K | 0.87% | 27 |
|
|
2023
Q2 | $29.2M | Sell |
85,728
-34,650
| -29% | -$11.8M | 0.83% | 30 |
|
|
2023
Q1 | $37.2M | Buy |
120,378
+3,616
| +3% | +$1.12M | 1.15% | 22 |
|
|
2022
Q4 | $36.1M | Buy |
116,762
+28,931
| +33% | +$8.94M | 1.33% | 23 |
|
|
2022
Q3 | $23.5M | Sell |
87,831
-2,748
| -3% | -$734K | 0.96% | 27 |
|
|
2022
Q2 | $24.7M | Sell |
90,579
-1,861
| -2% | -$508K | 0.96% | 26 |
|
|
2022
Q1 | $32.6M | Sell |
92,440
-7,340
| -7% | -$2.59M | 1.1% | 25 |
|
|
2021
Q4 | $29.8M | Sell |
99,780
-14,865
| -13% | -$4.44M | 0.95% | 24 |
|
|
2021
Q3 | $31.3M | Sell |
114,645
-16,080
| -12% | -$4.39M | 1.23% | 23 |
|
|
2021
Q2 | $36.3M | Sell |
130,725
-464
| -0.4% | -$129K | 1.41% | 22 |
|
|
2021
Q1 | $33.5M | Sell |
131,189
-6,720
| -5% | -$1.72M | 1.45% | 20 |
|
|
2020
Q4 | $32M | Sell |
137,909
-51,881
| -27% | -$12M | 1.48% | 22 |
|
|
2020
Q3 | $40.4M | Sell |
189,790
-74,190
| -28% | -$15.8M | 2.01% | 18 |
|
|
2020
Q2 | $47.1M | Sell |
263,980
-3,235
| -1% | -$577K | 2.56% | 17 |
|
|
2020
Q1 | $48.9M | Sell |
267,215
-11,155
| -4% | -$2.04M | 3.17% | 14 |
|
|
2019
Q4 | $63.1M | Sell |
278,370
-25,696
| -8% | -$5.82M | 3.26% | 18 |
|
|
2019
Q3 | $63.3M | Sell |
304,066
-27,520
| -8% | -$5.72M | 3.23% | 16 |
|
|
2019
Q2 | $70.7M | Buy |
331,586
+5,241
| +2% | +$1.12M | 3.56% | 15 |
|
|
2019
Q1 | $65.6M | Buy |
326,345
+2,191
| +0.7% | +$440K | 3.42% | 15 |
|
|
2018
Q4 | $66.2M | Buy |
324,154
+2,668
| +0.8% | +$545K | 4.01% | 11 |
|
|
2018
Q3 | $68.8M | Buy |
321,486
+1,098
| +0.3% | +$235K | 3.38% | 15 |
|
|
2018
Q2 | $59.8M | Sell |
320,388
-2,434
| -0.8% | -$454K | 3.49% | 15 |
|
|
2018
Q1 | $64.4M | Sell |
322,822
-2,563
| -0.8% | -$511K | 3.77% | 14 |
|
|
2017
Q4 | $64.5M | Sell |
325,385
-8,417
| -3% | -$1.67M | 3.77% | 14 |
|
|
2017
Q3 | $61.2M | Sell |
333,802
-13,547
| -4% | -$2.48M | 3.8% | 14 |
|
|
2017
Q2 | $58.8M | Sell |
347,349
-354
| -0.1% | -$60K | 3.83% | 12 |
|
|
2017
Q1 | $58M | Sell |
347,703
-32,391
| -9% | -$5.4M | 3.66% | 11 |
|
|
2016
Q4 | $61.9M | Sell |
380,094
-43,499
| -10% | -$7.09M | 4.06% | 9 |
|
|
2016
Q3 | $61.2M | Buy |
423,593
+54,947
| +15% | +$7.94M | 4.12% | 5 |
|
|
2016
Q2 | $53.4M | Buy |
+368,646
| New | +$53.4M | 4.01% | 9 |
|
|
2016
Q1 | – | Sell |
-381,497
| Closed | -$50.4M | – | 108 |
|
|
2015
Q4 | $50.4M | Sell |
381,497
-6,555
| -2% | -$866K | 3.79% | 11 |
|
|
2015
Q3 | $50.6M | Buy |
388,052
+23,625
| +6% | +$3.08M | 4.05% | 7 |
|
|
2015
Q2 | $49.6M | Buy |
364,427
+2,729
| +0.8% | +$371K | 3.67% | 9 |
|
|
2015
Q1 | $52.2M | Sell |
361,698
-26,369
| -7% | -$3.81M | 3.75% | 9 |
|
|
2014
Q4 | $58.3M | Buy |
388,067
+3,249
| +0.8% | +$488K | 4.03% | 7 |
|
|
2014
Q3 | $53.2M | Buy |
384,818
+2,920
| +0.8% | +$403K | 3.66% | 7 |
|
|
2014
Q2 | $48.3M | Sell |
381,898
-325,701
| -46% | -$41.2M | 3.16% | 8 |
|
|
2014
Q1 | $88.6M | Buy |
707,599
+283,253
| +67% | +$35.5M | 4.21% | 5 |
|
|
2013
Q4 | $50.3M | Buy |
424,346
+68,662
| +19% | +$8.14M | 2.57% | 10 |
|
|
2013
Q3 | $40.4M | Buy |
355,684
+96,549
| +37% | +$11M | 2.37% | 10 |
|
|
2013
Q2 | $29M | Buy |
+259,135
| New | +$29M | 2.53% | 12 |
|