Waypoint Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.22M | Buy |
4,824
+180
| +4% | +$82.8K | 0.47% | 46 |
|
|
2024
Q2 | $1.89M | Buy |
4,644
+102
| +2% | +$41.5K | 0.47% | 45 |
|
|
2024
Q1 | $1.91M | Buy |
4,542
+124
| +3% | +$52.1K | 0.5% | 48 |
|
|
2023
Q4 | $1.58M | Hold |
4,418
| – | – | 0.46% | 52 |
|
|
2023
Q3 | $1.55M | Sell |
4,418
-38
| -0.9% | -$13.3K | 0.52% | 43 |
|
|
2023
Q2 | $1.52M | Buy |
4,456
+38
| +0.9% | +$13K | 0.47% | 53 |
|
|
2023
Q1 | $1.36M | Sell |
4,418
-69
| -2% | -$21.3K | 0.44% | 54 |
|
|
2022
Q4 | $1.39M | Hold |
4,487
| – | – | 0.48% | 54 |
|
|
2022
Q3 | $1.2M | Hold |
4,487
| – | – | 0.52% | 44 |
|
|
2022
Q2 | $1.23M | Sell |
4,487
-115
| -2% | -$31.4K | 0.56% | 43 |
|
|
2022
Q1 | $1.63M | Sell |
4,602
-85
| -2% | -$30K | 0.96% | 29 |
|
|
2021
Q4 | $1.4M | Buy |
+4,687
| New | +$1.4M | 0.96% | 28 |
|