WA
Wealth Architects’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 | $12.7M | Sell |
26,222
-2,896
| -10% | -$1.41M | 1.29% | 22 |
|
|
2025
Q1 | $15.5M | Buy |
29,118
+2,502
| +9% | +$1.33M | 1.71% | 18 |
|
|
2024
Q4 | $12.1M | Buy |
26,616
+170
| +0.6% | +$77.1K | 1.36% | 21 |
|
|
2024
Q3 | $12.2M | Sell |
26,446
-70
| -0.3% | -$32.2K | 1.38% | 22 |
|
|
2024
Q2 | $10.8M | Sell |
26,516
-9
| -0% | -$3.66K | 1.32% | 21 |
|
|
2024
Q1 | $11.2M | Sell |
26,525
-51
| -0.2% | -$21.4K | 1.47% | 20 |
|
|
2023
Q4 | $9.48M | Buy |
26,576
+5,106
| +24% | +$1.82M | 1.33% | 21 |
|
|
2023
Q3 | $7.52M | Buy |
21,470
+105
| +0.5% | +$36.8K | 1.28% | 19 |
|
|
2023
Q2 | $7.29M | Sell |
21,365
-178
| -0.8% | -$60.7K | 1.2% | 19 |
|
|
2023
Q1 | $6.65M | Buy |
21,543
+12
| +0.1% | +$3.71K | 1.18% | 19 |
|
|
2022
Q4 | $6.65M | Sell |
21,531
-5
| -0% | -$1.55K | 1.26% | 19 |
|
|
2022
Q3 | $5.75M | Sell |
21,536
-242
| -1% | -$64.6K | 1.2% | 21 |
|
|
2022
Q2 | $5.95M | Sell |
21,778
-206
| -0.9% | -$56.2K | 1.16% | 19 |
|
|
2022
Q1 | $7.76M | Sell |
21,984
-403
| -2% | -$142K | 1.32% | 17 |
|
|
2021
Q4 | $6.69M | Sell |
22,387
-1,086
| -5% | -$325K | 1.17% | 20 |
|
|
2021
Q3 | $6.41M | Sell |
23,473
-379
| -2% | -$103K | 1.24% | 20 |
|
|
2021
Q2 | $6.63M | Buy |
23,852
+224
| +0.9% | +$62.3K | 1.3% | 19 |
|
|
2021
Q1 | $6.04M | Buy |
23,628
+452
| +2% | +$115K | 1.31% | 19 |
|
|
2020
Q4 | $5.37M | Sell |
23,176
-13
| -0.1% | -$3.01K | 1.25% | 20 |
|
|
2020
Q3 | $4.94M | Buy |
23,189
+300
| +1% | +$63.9K | 1.34% | 19 |
|
|
2020
Q2 | $4.09M | Buy |
22,889
+957
| +4% | +$171K | 1.15% | 21 |
|
|
2020
Q1 | $4.01M | Buy |
21,932
+133
| +0.6% | +$24.3K | 1.39% | 20 |
|
|
2019
Q4 | $4.94M | Sell |
21,799
-298
| -1% | -$67.5K | 1.38% | 16 |
|
|
2019
Q3 | $4.6M | Sell |
22,097
-211
| -0.9% | -$43.9K | 1.4% | 15 |
|
|
2019
Q2 | $4.76M | Sell |
22,308
-58
| -0.3% | -$12.4K | 1.43% | 15 |
|
|
2019
Q1 | $4.49M | Buy |
22,366
+1,018
| +5% | +$205K | 1.4% | 15 |
|
|
2018
Q4 | $4.36M | Buy |
21,348
+935
| +5% | +$191K | 1.57% | 14 |
|
|
2018
Q3 | $4.37M | Buy |
20,413
+370
| +2% | +$79.2K | 1.35% | 16 |
|
|
2018
Q2 | $3.74M | Sell |
20,043
-1,353
| -6% | -$253K | 1.21% | 16 |
|
|
2018
Q1 | $4.27M | Sell |
21,396
-204
| -0.9% | -$40.7K | 1.41% | 15 |
|
|
2017
Q4 | $4.28M | Buy |
21,600
+450
| +2% | +$89.2K | 1.4% | 14 |
|
|
2017
Q3 | $3.88M | Buy |
21,150
+487
| +2% | +$89.3K | 1.35% | 13 |
|
|
2017
Q2 | $3.5M | Buy |
20,663
+5,252
| +34% | +$889K | 1.3% | 14 |
|
|
2017
Q1 | $2.57M | Sell |
15,411
-639
| -4% | -$107K | 1.02% | 17 |
|
|
2016
Q4 | $2.62M | Buy |
16,050
+571
| +4% | +$93.1K | 1.16% | 15 |
|
|
2016
Q3 | $2.24M | Buy |
15,479
+38
| +0.2% | +$5.49K | 1.03% | 16 |
|
|
2016
Q2 | $2.24M | Buy |
15,441
+8
| +0.1% | +$1.16K | 1.08% | 15 |
|
|
2016
Q1 | $2.19M | Buy |
15,433
+289
| +2% | +$41K | 1.09% | 15 |
|
|
2015
Q4 | $2M | Sell |
15,144
-226
| -1% | -$29.8K | 0.99% | 17 |
|
|
2015
Q3 | $2M | Buy |
15,370
+37
| +0.2% | +$4.82K | 1.08% | 14 |
|
|
2015
Q2 | $2.09M | Sell |
15,333
-70
| -0.5% | -$9.53K | 1.12% | 12 |
|
|
2015
Q1 | $2.22M | Sell |
15,403
-262
| -2% | -$37.8K | 1.28% | 12 |
|
|
2014
Q4 | $2.35M | Buy |
+15,665
| New | +$2.35M | 1.38% | 10 |
|