WAS
WESPAC Advisors SoCal’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 | $1.24M | Buy |
2,560
+1
| +0% | +$486 | 0.28% | 66 |
|
|
2025
Q1 | $1.36M | Sell |
2,559
-230
| -8% | -$122K | 0.36% | 60 |
|
|
2024
Q4 | $1.26M | Sell |
2,789
-7
| -0.3% | -$3.17K | 0.29% | 63 |
|
|
2024
Q3 | $1.29M | Buy |
2,796
+50
| +2% | +$23K | 0.3% | 59 |
|
|
2024
Q2 | $1.12M | Hold |
2,746
| – | – | 0.28% | 55 |
|
|
2024
Q1 | $1.15M | Buy |
2,746
+150
| +6% | +$63.1K | 0.3% | 53 |
|
|
2023
Q4 | $926K | Hold |
2,596
| – | – | 0.27% | 54 |
|
|
2023
Q3 | $909K | Buy |
2,596
+300
| +13% | +$105K | 0.31% | 50 |
|
|
2023
Q2 | $783K | Hold |
2,296
| – | – | 0.27% | 54 |
|
|
2023
Q1 | $709K | Buy |
2,296
+150
| +7% | +$46.3K | 0.24% | 56 |
|
|
2022
Q4 | $663K | Hold |
2,146
| – | – | 0.25% | 62 |
|
|
2022
Q3 | $633K | Buy |
2,146
+774
| +56% | +$228K | 0.26% | 51 |
|
|
2022
Q2 | $375K | Hold |
1,372
| – | – | 0.14% | 66 |
|
|
2022
Q1 | $484K | Hold |
1,372
| – | – | 0.15% | 71 |
|
|
2021
Q4 | $431K | Sell |
1,372
-43
| -3% | -$13.5K | 0.13% | 69 |
|
|
2021
Q3 | $393K | Buy |
+1,415
| New | +$393K | 0.13% | 74 |
|
|
2020
Q2 | – | Sell |
-4,256
| Closed | -$814K | – | 80 |
|
|
2020
Q1 | $814K | Sell |
4,256
-300
| -7% | -$57.4K | 0.45% | 36 |
|
|
2019
Q4 | $1.03M | Buy |
4,556
+226
| +5% | +$51.2K | 0.49% | 37 |
|
|
2019
Q3 | $901K | Sell |
4,330
-70
| -2% | -$14.6K | 0.45% | 42 |
|
|
2019
Q2 | $937K | Sell |
4,400
-100
| -2% | -$21.3K | 0.5% | 41 |
|
|
2019
Q1 | $904K | Buy |
4,500
+180
| +4% | +$36.2K | 0.5% | 38 |
|
|
2018
Q4 | $882K | Buy |
4,320
+3,950
| +1,068% | +$806K | 0.56% | 36 |
|
|
2018
Q3 | $79K | Buy |
+370
| New | +$79K | 0.04% | 115 |
|
|
2018
Q2 | – | Sell |
-270
| Closed | -$53K | – | 112 |
|
|
2018
Q1 | $53K | Hold |
270
| – | – | 0.03% | 113 |
|
|
2017
Q4 | $53K | Hold |
270
| – | – | 0.03% | 115 |
|
|
2017
Q3 | $49K | Hold |
270
| – | – | 0.03% | 125 |
|
|
2017
Q2 | $45K | Hold |
270
| – | – | 0.03% | 123 |
|
|
2017
Q1 | $45K | Hold |
270
| – | – | 0.03% | 122 |
|
|
2016
Q4 | $44K | Hold |
270
| – | – | 0.03% | 120 |
|
|
2016
Q3 | $39K | Hold |
270
| – | – | 0.03% | 119 |
|
|
2016
Q2 | $39.1K | Sell |
270
-1,390
| -84% | -$201K | 0.03% | 125 |
|
|
2016
Q1 | $236K | Sell |
1,660
-1,185
| -42% | -$168K | 0.17% | 70 |
|
|
2015
Q4 | $375K | Buy |
+2,845
| New | +$375K | 0.25% | 60 |
|