Waypoint Wealth Counsel’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 | $1.31M | Buy |
2,693
+104
| +4% | +$50.5K | 0.65% | 33 |
|
|
2025
Q1 | $1.38M | Buy |
2,589
+279
| +12% | +$149K | 0.87% | 28 |
|
|
2024
Q4 | $1.05M | Buy |
2,310
+62
| +3% | +$28.1K | 0.68% | 32 |
|
|
2024
Q3 | $1.03M | Buy |
2,248
+130
| +6% | +$59.8K | 0.7% | 32 |
|
|
2024
Q2 | $861K | Buy |
2,118
+60
| +3% | +$24.4K | 0.66% | 35 |
|
|
2024
Q1 | $865K | Buy |
2,058
+89
| +5% | +$37.4K | 0.67% | 37 |
|
|
2023
Q4 | $702K | Sell |
1,969
-38
| -2% | -$13.6K | 0.6% | 39 |
|
|
2023
Q3 | $703K | Sell |
2,007
-26
| -1% | -$9.11K | 0.66% | 34 |
|
|
2023
Q2 | $693K | Sell |
2,033
-4,986
| -71% | -$1.7M | 0.62% | 36 |
|
|
2023
Q1 | $2.17M | Buy |
7,019
+140
| +2% | +$43.2K | 1.68% | 16 |
|
|
2022
Q4 | $2.12M | Buy |
+6,879
| New | +$2.12M | 1.71% | 16 |
|