WBH Advisory’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 | $9.05M | Sell |
18,623
-137
| -0.7% | -$66.6K | 0.77% | 34 |
|
|
2025
Q1 | $9.99M | Sell |
18,760
-330
| -2% | -$176K | 0.93% | 33 |
|
|
2024
Q4 | $8.65M | Buy |
19,090
+102
| +0.5% | +$46.2K | 0.8% | 34 |
|
|
2024
Q3 | $8.74M | Buy |
18,988
+145
| +0.8% | +$66.7K | 0.83% | 35 |
|
|
2024
Q2 | $7.67M | Buy |
18,843
+67
| +0.4% | +$27.3K | 0.78% | 37 |
|
|
2024
Q1 | $7.9M | Sell |
18,776
-22
| -0.1% | -$9.25K | 0.81% | 36 |
|
|
2023
Q4 | $6.7M | Sell |
18,798
-187
| -1% | -$66.7K | 0.75% | 36 |
|
|
2023
Q3 | $6.65M | Buy |
18,985
+280
| +1% | +$98.1K | 0.82% | 36 |
|
|
2023
Q2 | $6.38M | Sell |
18,705
-67
| -0.4% | -$22.8K | 0.76% | 36 |
|
|
2023
Q1 | $5.8M | Buy |
+18,772
| New | +$5.8M | 0.72% | 43 |
|
|
2022
Q3 | $4.8M | Buy |
17,972
+49
| +0.3% | +$13.1K | 0.69% | 41 |
|
|
2022
Q2 | $4.99M | Sell |
17,923
-57
| -0.3% | -$15.9K | 0.67% | 42 |
|
|
2022
Q1 | $5.96M | Sell |
17,980
-507
| -3% | -$168K | 0.73% | 43 |
|
|
2021
Q4 | $5.53M | Sell |
18,487
-210
| -1% | -$62.8K | 0.63% | 39 |
|
|
2021
Q3 | $5.1M | Buy |
18,697
+127
| +0.7% | +$34.7K | 0.69% | 37 |
|
|
2021
Q2 | $5.18M | Sell |
18,570
-46
| -0.2% | -$12.8K | 0.76% | 36 |
|
|
2021
Q1 | $4.76M | Buy |
18,616
+279
| +2% | +$71.3K | 0.77% | 34 |
|
|
2020
Q4 | $4.31M | Buy |
18,337
+45
| +0.2% | +$10.6K | 0.74% | 36 |
|
|
2020
Q3 | $3.9M | Sell |
18,292
-8
| -0% | -$1.7K | 0.79% | 34 |
|
|
2020
Q2 | $3.27M | Buy |
18,300
+142
| +0.8% | +$25.3K | 0.79% | 35 |
|
|
2020
Q1 | $3.32K | Buy |
18,158
+1,200
| +7% | +$219 | 0.78% | 29 |
|
|
2019
Q4 | $3.84M | Buy |
16,958
+454
| +3% | +$103K | 0.79% | 31 |
|
|
2019
Q3 | $3.43M | Sell |
16,504
-325
| -2% | -$67.6K | 0.77% | 32 |
|
|
2019
Q2 | $3.59M | Buy |
16,829
+35
| +0.2% | +$7.46K | 0.83% | 29 |
|
|
2019
Q1 | $3.37M | Sell |
16,794
-130
| -0.8% | -$26.1K | 0.8% | 31 |
|
|
2018
Q4 | $3.46K | Buy |
16,924
+200
| +1% | +$41 | 0.84% | 27 |
|
|
2018
Q3 | $3.58M | Buy |
16,724
+607
| +4% | +$130K | 0.87% | 25 |
|
|
2018
Q2 | $3.01M | Buy |
16,117
+826
| +5% | +$154K | 0.78% | 32 |
|
|
2018
Q1 | $3.05M | Sell |
15,291
-339
| -2% | -$67.6K | 0.83% | 28 |
|
|
2017
Q4 | $3.1M | Buy |
15,630
+1,035
| +7% | +$205K | 0.83% | 28 |
|
|
2017
Q3 | $2.68M | Buy |
14,595
+250
| +2% | +$45.8K | 0.75% | 30 |
|
|
2017
Q2 | $2.43M | Sell |
14,345
-55
| -0.4% | -$9.31K | 0.68% | 36 |
|
|
2017
Q1 | $2.41M | Buy |
14,400
+1,375
| +11% | +$230K | 0.72% | 34 |
|
|
2016
Q4 | $2.12M | Sell |
13,025
-175
| -1% | -$28.5K | 0.71% | 36 |
|
|
2016
Q3 | $1.91M | Buy |
13,200
+9,000
| +214% | +$1.3M | 0.65% | 43 |
|
|
2016
Q2 | $608K | Sell |
4,200
-50
| -1% | -$7.24K | 0.24% | 96 |
|
|
2016
Q1 | $602K | Hold |
4,250
| – | – | 0.2% | 100 |
|
|
2015
Q4 | $561 | Buy |
4,250
+65
| +2% | +$9 | 0.2% | 101 |
|
|
2015
Q3 | $545K | Hold |
4,185
| – | – | 0.23% | 106 |
|
|
2015
Q2 | $569K | Buy |
4,185
+900
| +27% | +$122K | 0.22% | 109 |
|
|
2015
Q1 | $474 | Sell |
3,285
-1,000
| -23% | -$144 | 0.13% | 126 |
|
|
2014
Q4 | $643K | Hold |
4,285
| – | – | 0.24% | 99 |
|
|
2014
Q3 | $591K | Sell |
4,285
-1,000
| -19% | -$138K | 0.21% | 106 |
|
|
2014
Q2 | $668K | Hold |
5,285
| – | – | 0.25% | 101 |
|
|
2014
Q1 | $660K | Sell |
5,285
-21
| -0.4% | -$2.62K | 0.26% | 95 |
|
|
2013
Q4 | $629K | Buy |
+5,306
| New | +$629K | 0.25% | 102 |
|