West Family Investments’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 | $3.78M | Buy |
7,788
+2,365
| +44% | +$1.15M | 0.99% | 15 |
|
|
2025
Q1 | $2.89M | Sell |
5,423
-73
| -1% | -$38.9K | 1.09% | 14 |
|
|
2024
Q4 | $2.49M | Sell |
5,496
-64
| -1% | -$29K | 0.87% | 19 |
|
|
2024
Q3 | $2.56M | Buy |
5,560
+360
| +7% | +$166K | 0.87% | 17 |
|
|
2024
Q2 | $2.12M | Sell |
5,200
-46
| -0.9% | -$18.7K | 0.63% | 35 |
|
|
2024
Q1 | $2.21M | Buy |
5,246
+248
| +5% | +$104K | 0.68% | 35 |
|
|
2023
Q4 | $1.78M | Buy |
4,998
+26
| +0.5% | +$9.27K | 0.6% | 36 |
|
|
2023
Q3 | $1.74M | Hold |
4,972
| – | – | 0.61% | 36 |
|
|
2023
Q2 | $1.7M | Buy |
+4,972
| New | +$1.7M | 0.66% | 34 |
|
|
2023
Q1 | – | Sell |
-4,819
| Closed | -$1.49M | – | 214 |
|
|
2022
Q4 | $1.49M | Buy |
4,819
+53
| +1% | +$16.4K | 0.51% | 38 |
|
|
2022
Q3 | $1.27M | Buy |
+4,766
| New | +$1.27M | 0.53% | 39 |
|
|
2022
Q2 | – | Sell |
-4,859
| Closed | -$1.72M | – | 245 |
|
|
2022
Q1 | $1.72M | Buy |
4,859
+173
| +4% | +$61.1K | 0.49% | 38 |
|
|
2021
Q4 | $1.4M | Sell |
4,686
-723
| -13% | -$216K | 0.38% | 44 |
|
|
2021
Q3 | $1.48M | Buy |
5,409
+418
| +8% | +$114K | 0.38% | 42 |
|
|
2021
Q2 | $1.39M | Buy |
+4,991
| New | +$1.39M | 0.38% | 37 |
|