WealthSource Partners’s Berkshire Hathaway Class B BRK.B Stock Holding History

WealthSource Partners’s Portfolio BRK.B Stock Details BRK.B Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$3.27M	Sell	9,172 -276	-3%	-$98.4K	0.21%	74
2023 Q3	$3.31M	Sell	9,448 -692	-7%	-$242K	0.23%	71
2023 Q2	$3.46M	Sell	10,140 -1,390	-12%	-$474K	0.23%	70
2023 Q1	$3.56M	Sell	11,530 -1,305	-10%	-$403K	0.24%	63
2022 Q4	$3.96M	Sell	12,835 -928	-7%	-$287K	0.28%	59
2022 Q3	$3.68M	Sell	13,763 -628	-4%	-$168K	0.27%	62
2022 Q2	$3.93M	Sell	14,391 -1,995	-12%	-$545K	0.29%	61
2022 Q1	$5.78M	Sell	16,386 -176	-1%	-$62.1K	0.39%	48
2021 Q4	$4.95M	Sell	16,562 -440	-3%	-$132K	0.4%	39
2021 Q3	$4.64M	Buy	17,002 +9,018	+113%	+$2.46M	0.41%	40
2021 Q2	$2.22M	Sell	7,984 -1,630	-17%	-$453K	0.2%	79
2021 Q1	$2.46M	Buy	9,614 +1,719	+22%	+$439K	0.25%	65
2020 Q4	$1.83M	Sell	7,895 -1,022	-11%	-$237K	0.21%	61
2020 Q3	$1.9M	Buy	8,917 +1,504	+20%	+$320K	0.25%	49
2020 Q2	$1.32M	Buy	7,413 +798	+12%	+$142K	0.19%	64
2020 Q1	$1.21M	Sell	6,615 -710	-10%	-$130K	0.19%	75
2019 Q4	$1.66M	Sell	7,325 -261	-3%	-$59.1K	0.22%	84
2019 Q3	$1.58M	Sell	7,586 -33	-0.4%	-$6.86K	0.24%	95
2019 Q2	$1.62M	Buy	7,619 +1,229	+19%	+$262K	0.26%	101
2019 Q1	$1.28M	Buy	6,390 +986	+18%	+$198K	0.29%	80
2018 Q4	$1.1M	Buy	5,404 +558	+12%	+$114K	0.32%	76
2018 Q3	$1.04M	Buy	4,846 +41	+0.9%	+$8.78K	0.27%	81
2018 Q2	$897K	Buy	4,805 +606	+14%	+$113K	0.25%	93
2018 Q1	$838K	Sell	4,199 -1,602	-28%	-$320K	0.25%	96
2017 Q4	$1.15M	Sell	5,801 -229	-4%	-$45.4K	0.36%	68
2017 Q3	$1.11M	Buy	6,030 +115	+2%	+$21.1K	0.37%	72
2017 Q2	$1M	Buy	5,915 +122	+2%	+$20.7K	0.34%	78
2017 Q1	$966K	Buy	5,793 +546	+10%	+$91K	0.36%	67
2016 Q4	$855K	Sell	5,247 -903	-15%	-$147K	0.36%	61
2016 Q3	$888K	Buy	6,150 +2,944	+92%	+$425K	0.32%	69
2016 Q2	$464K	Sell	3,206 -323	-9%	-$46.7K	0.17%	122
2016 Q1	$501K	Buy	+3,529	New	+$501K	0.2%	97