WAOTB

Wealth Advisors of Tampa Bay’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	$1.88M	Hold	3,875	–	–	0.71%	51
2025 Q1	$2.06M	Buy	3,875 +150	+4%	+$79.9K	0.84%	44
2024 Q4	$1.69M	Hold	3,725	–	–	0.72%	45
2024 Q3	$1.71M	Hold	3,725	–	–	0.72%	48
2024 Q2	$1.52M	Hold	3,725	–	–	0.71%	46
2024 Q1	$1.57M	Sell	3,725 -27	-0.7%	-$11.4K	0.74%	49
2023 Q4	$1.34M	Sell	3,752 -3,752	-50%	-$1.34M	0.67%	51
2023 Q3	$2.63M	Buy	7,504 +3,752	+100%	+$1.31M	0.72%	48
2023 Q2	$1.28M	Hold	3,752	–	–	0.7%	48
2023 Q1	$1.16M	Sell	3,752 -300	-7%	-$92.6K	0.66%	49
2022 Q4	$1.25M	Hold	4,052	–	–	0.78%	44
2022 Q3	$1.08M	Sell	4,052 -4,052	-50%	-$1.08M	0.74%	48
2022 Q2	$2.21M	Hold	8,104	–	–	0.68%	50
2022 Q1	$2.86M	Hold	8,104	–	–	0.77%	48
2021 Q4	$2.42M	Buy	8,104 +4,352	+116%	+$1.3M	0.59%	59
2021 Q3	$1.02M	Hold	3,752	–	–	0.57%	58
2021 Q2	$1.04M	Sell	3,752 -25	-0.7%	-$6.95K	0.58%	59
2021 Q1	$965K	Buy	3,777 +150	+4%	+$38.3K	0.57%	61
2020 Q4	$841K	Hold	3,627	–	–	0.59%	56
2020 Q3	$772K	Hold	3,627	–	–	0.57%	56
2020 Q2	$647K	Hold	3,627	–	–	0.54%	51
2020 Q1	$663K	Hold	3,627	–	–	0.74%	43
2019 Q4	$822K	Hold	3,627	–	–	0.76%	41
2019 Q3	$754K	Sell	3,627 -174	-5%	-$36.2K	0.63%	51
2019 Q2	$810K	Hold	3,801	–	–	0.59%	52
2019 Q1	$764K	Hold	3,801	–	–	0.55%	50
2018 Q4	$777K	Sell	3,801 -26	-0.7%	-$5.32K	0.63%	46
2018 Q3	$819K	Hold	3,827	–	–	0.57%	46
2018 Q2	$720K	Hold	3,827	–	–	0.55%	46
2018 Q1	$763K	Sell	3,827 -250	-6%	-$49.8K	0.55%	47
2017 Q4	$827K	Buy	+4,077	New	+$827K	0.57%	48