WBC
West Branch Capital’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 | $5.68M | Buy |
11,700
+4,858
| +71% | +$2.36M | 1.68% | 16 |
|
|
2025
Q1 | $3.64M | Buy |
6,842
+1,636
| +31% | +$871K | 1.22% | 23 |
|
|
2024
Q4 | $2.36M | Buy |
5,206
+2,035
| +64% | +$922K | 0.75% | 28 |
|
|
2024
Q3 | $1.46M | Buy |
3,171
+947
| +43% | +$436K | 0.5% | 36 |
|
|
2024
Q2 | $905K | Buy |
2,224
+616
| +38% | +$251K | 0.34% | 41 |
|
|
2024
Q1 | $676K | Buy |
1,608
+703
| +78% | +$296K | 0.27% | 46 |
|
|
2023
Q4 | $323K | Hold |
905
| – | – | 0.15% | 55 |
|
|
2023
Q3 | $317K | Hold |
905
| – | – | 0.17% | 58 |
|
|
2023
Q2 | $309K | Buy |
905
+538
| +147% | +$183K | 0.15% | 59 |
|
|
2023
Q1 | $113K | Hold |
367
| – | – | 0.06% | 108 |
|
|
2022
Q4 | $113K | Hold |
367
| – | – | 0.07% | 109 |
|
|
2022
Q3 | $98K | Hold |
367
| – | – | 0.06% | 118 |
|
|
2022
Q2 | $100K | Hold |
367
| – | – | 0.06% | 118 |
|
|
2022
Q1 | $130K | Buy |
367
+33
| +10% | +$11.7K | 0.06% | 110 |
|
|
2021
Q4 | $100K | Hold |
334
| – | – | 0.04% | 140 |
|
|
2021
Q3 | $91K | Hold |
334
| – | – | 0.04% | 142 |
|
|
2021
Q2 | $93K | Buy |
+334
| New | +$93K | 0.05% | 144 |
|