WWA
WCG Wealth Advisors’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 | $22.2M | Buy |
+45,766
| New | +$22.2M | 1.44% | 15 |
|
|
2025
Q1 | – | Sell |
-44,537
| Closed | -$20.2M | – | 291 |
|
|
2024
Q4 | $20.2M | Buy |
44,537
+1,506
| +3% | +$683K | 1.33% | 19 |
|
|
2024
Q3 | $19.8M | Sell |
43,031
-20
| -0% | -$9.21K | 1.34% | 16 |
|
|
2024
Q2 | $17.5M | Buy |
43,051
+418
| +1% | +$170K | 1.3% | 20 |
|
|
2024
Q1 | $17.9M | Sell |
42,633
-11,408
| -21% | -$4.8M | 1.5% | 16 |
|
|
2023
Q4 | $19.3M | Sell |
54,041
-1,878
| -3% | -$670K | 1.42% | 15 |
|
|
2023
Q3 | $19.9M | Buy |
+55,919
| New | +$19.9M | 1.45% | 14 |
|
|
2023
Q2 | – | Sell |
-31,418
| Closed | -$9.7M | – | 164 |
|
|
2023
Q1 | $9.7M | Buy |
31,418
+1,743
| +6% | +$538K | 1.24% | 25 |
|
|
2022
Q4 | $9.17M | Buy |
29,675
+3,402
| +13% | +$1.05M | 1.26% | 27 |
|
|
2022
Q3 | $7.64M | Buy |
26,273
+841
| +3% | +$245K | 1.01% | 29 |
|
|
2022
Q2 | $6.94M | Buy |
+25,432
| New | +$6.94M | 0.96% | 30 |
|