WESPAC Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Buy |
446
+3
| +0.7% | +$1.46K | 0.15% | 163 |
|
|
2025
Q1 | $236K | Buy |
+443
| New | +$236K | 0.19% | 139 |
|
|
2020
Q4 | – | Sell |
-5,054
| Closed | -$1.08M | – | 144 |
|
|
2020
Q3 | $1.08M | Sell |
5,054
-2,971
| -37% | -$633K | 1.33% | 28 |
|
|
2020
Q2 | $1.43M | Buy |
+8,025
| New | +$1.43M | 1.63% | 23 |
|
|
2020
Q1 | – | Sell |
-1,427
| Closed | -$323K | – | 56 |
|
|
2019
Q4 | $323K | Sell |
1,427
-10
| -0.7% | -$2.26K | 0.32% | 77 |
|
|
2019
Q3 | $299K | Sell |
1,437
-12,492
| -90% | -$2.6M | 0.3% | 75 |
|
|
2019
Q2 | $2.97M | Sell |
13,929
-912
| -6% | -$194K | 2.21% | 7 |
|
|
2019
Q1 | $2.98M | Sell |
14,841
-61
| -0.4% | -$12.3K | 2.06% | 13 |
|
|
2018
Q4 | $3.04M | Sell |
14,902
-326
| -2% | -$66.6K | 2.95% | 2 |
|
|
2018
Q3 | $3.26M | Buy |
15,228
+5,396
| +55% | +$1.16M | 1.9% | 8 |
|
|
2018
Q2 | $1.84M | Sell |
9,832
-5,492
| -36% | -$1.03M | 1.89% | 16 |
|
|
2018
Q1 | $3.06M | Buy |
15,324
+997
| +7% | +$199K | 1.87% | 7 |
|
|
2017
Q4 | $2.84M | Sell |
14,327
-965
| -6% | -$191K | 2.64% | 3 |
|
|
2017
Q3 | $2.8M | Buy |
15,292
+12,882
| +535% | +$2.36M | 1.85% | 13 |
|
|
2017
Q2 | $408K | Buy |
2,410
+1,205
| +100% | +$204K | 0.28% | 102 |
|
|
2017
Q1 | $201K | Buy |
+1,205
| New | +$201K | 0.23% | 105 |
|
|
2015
Q2 | – | Sell |
-7,878
| Closed | -$1.14M | – | 118 |
|
|
2015
Q1 | $1.14M | Buy |
+7,878
| New | +$1.14M | 0.86% | 48 |
|
|
2014
Q4 | – | Sell |
-6,897
| Closed | -$953K | – | 123 |
|
|
2014
Q3 | $953K | Buy |
6,897
+787
| +13% | +$109K | 0.76% | 52 |
|
|
2014
Q2 | $773K | Sell |
6,110
-60
| -1% | -$7.59K | 0.88% | 43 |
|
|
2014
Q1 | $771K | Buy |
6,170
+100
| +2% | +$12.5K | 0.67% | 65 |
|
|
2013
Q4 | $720K | Buy |
6,070
+510
| +9% | +$60.5K | 0.6% | 76 |
|
|
2013
Q3 | $631K | Buy |
5,560
+660
| +13% | +$74.9K | 0.74% | 55 |
|
|
2013
Q2 | $548K | Buy |
+4,900
| New | +$548K | 0.83% | 49 |
|