Wellcome Trust’s Berkshire Hathaway Class A BRK.A Stock Holding History

Wellcome Trust’s Portfolio BRK.A Stock Details BRK.A Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$510M	Hold	700	–	–	5.89%	7
2025 Q1	$559M	Hold	700	–	–	6.99%	5
2024 Q4	$477M	Hold	700	–	–	5.76%	6
2024 Q3	$484M	Hold	700	–	–	5.89%	6
2024 Q2	$429M	Sell	700 -60	-8%	-$36.7M	5.48%	6
2024 Q1	$482M	Hold	760	–	–	5.79%	5
2023 Q4	$412M	Hold	760	–	–	5.11%	7
2023 Q3	$404M	Sell	760 -40	-5%	-$21.3M	5.37%	8
2023 Q2	$414M	Sell	800 -50	-6%	-$25.9M	5.45%	7
2023 Q1	$396M	Hold	850	–	–	5.52%	6
2022 Q4	$398M	Hold	850	–	–	5.89%	5
2022 Q3	$346M	Hold	850	–	–	5.42%	6
2022 Q2	$348M	Sell	850 -188	-18%	-$76.9M	4.54%	9
2022 Q1	$549M	Hold	1,038	–	–	5.74%	5
2021 Q4	$468M	Sell	1,038 -77	-7%	-$34.7M	4.44%	7
2021 Q3	$459M	Hold	1,115	–	–	4.53%	6
2021 Q2	$467M	Hold	1,115	–	–	4.45%	8
2021 Q1	$430M	Sell	1,115 -185	-14%	-$71.4M	4.49%	8
2020 Q4	$452M	Hold	1,300	–	–	4.62%	7
2020 Q3	$416M	Hold	1,300	–	–	5.62%	6
2020 Q2	$347M	Hold	1,300	–	–	5.28%	6
2020 Q1	$354M	Hold	1,300	–	–	6.32%	6
2019 Q4	$441M	Hold	1,300	–	–	5.91%	7
2019 Q3	$405M	Hold	1,300	–	–	6.42%	6
2019 Q2	$414M	Hold	1,300	–	–	6.43%	6
2019 Q1	$392M	Buy	1,300 +50	+4%	+$15.1M	6.34%	6
2018 Q4	$383M	Hold	1,250	–	–	7.24%	6
2018 Q3	$400M	Hold	1,250	–	–	6.32%	6
2018 Q2	$353M	Hold	1,250	–	–	5.65%	8
2018 Q1	$374M	Hold	1,250	–	–	5.62%	8
2017 Q4	$372M	Hold	1,250	–	–	5.62%	10
2017 Q3	$343M	Hold	1,250	–	–	5.49%	11
2017 Q2	$318M	Buy	1,250 +100	+9%	+$25.5M	5.42%	10
2017 Q1	$287M	Hold	1,150	–	–	5.17%	9
2016 Q4	$281M	Hold	1,150	–	–	5.61%	7
2016 Q3	$249M	Hold	1,150	–	–	5.2%	9
2016 Q2	$250M	Hold	1,150	–	–	5.68%	7
2016 Q1	$245M	Hold	1,150	–	–	5.43%	8
2015 Q4	$227M	Buy	1,150 +50	+5%	+$9.89M	4.53%	10
2015 Q3	$215M	Hold	1,100	–	–	4.75%	10
2015 Q2	$225M	Hold	1,100	–	–	4.56%	10
2015 Q1	$239M	Buy	1,100 +20	+2%	+$4.35M	5.13%	7
2014 Q4	$244M	Hold	1,080	–	–	5.03%	7
2014 Q3	$223M	Buy	1,080 +80	+8%	+$16.6M	4.63%	9
2014 Q2	$190M	Hold	1,000	–	–	4.57%	10
2014 Q1	$187M	Hold	1,000	–	–	4.61%	9
2013 Q4	$178M	Hold	1,000	–	–	4.71%	10
2013 Q3	$170M	Hold	1,000	–	–	5.61%	8
2013 Q2	$169M	Buy	+1,000	New	+$169M	5.96%	7