Waypoint Wealth Partners’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 | $384K | Sell |
790
-94
| -11% | -$45.7K | 0.09% | 61 |
|
|
2025
Q1 | $471K | Sell |
884
-61
| -6% | -$32.5K | 0.13% | 42 |
|
|
2024
Q4 | $428K | Sell |
945
-13
| -1% | -$5.89K | 0.12% | 49 |
|
|
2024
Q3 | $441K | Sell |
958
-280
| -23% | -$129K | 0.12% | 51 |
|
|
2024
Q2 | $504K | Buy |
1,238
+371
| +43% | +$151K | 0.15% | 40 |
|
|
2024
Q1 | $365K | Sell |
867
-296
| -25% | -$124K | 0.1% | 57 |
|
|
2023
Q4 | $415K | Buy |
1,163
+190
| +20% | +$67.8K | 0.13% | 53 |
|
|
2023
Q3 | $341K | Hold |
973
| – | – | 0.12% | 57 |
|
|
2023
Q2 | $332K | Hold |
973
| – | – | 0.11% | 52 |
|
|
2023
Q1 | $301K | Sell |
973
-11
| -1% | -$3.4K | 0.11% | 52 |
|
|
2022
Q4 | $304K | Hold |
984
| – | – | 0.12% | 42 |
|
|
2022
Q3 | $263K | Sell |
984
-127
| -11% | -$33.9K | 0.11% | 46 |
|
|
2022
Q2 | $303K | Buy |
1,111
+166
| +18% | +$45.3K | 0.12% | 42 |
|
|
2022
Q1 | $333K | Sell |
945
-50
| -5% | -$17.6K | 0.12% | 37 |
|
|
2021
Q4 | $298K | Sell |
995
-242
| -20% | -$72.5K | 0.1% | 43 |
|
|
2021
Q3 | $338K | Hold |
1,237
| – | – | 0.13% | 33 |
|
|
2021
Q2 | $344K | Sell |
1,237
-120
| -9% | -$33.4K | 0.13% | 30 |
|
|
2021
Q1 | $347K | Buy |
1,357
+83
| +7% | +$21.2K | 0.25% | 28 |
|
|
2020
Q4 | $295K | Buy |
+1,274
| New | +$295K | 0.23% | 28 |
|