WFA
West Financial Advisors’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 | $188K | Hold |
386
| – | – | 0.03% | 59 |
|
|
2025
Q1 | $206K | Hold |
386
| – | – | 0.04% | 57 |
|
|
2024
Q4 | $175K | Buy |
386
+100
| +35% | +$45.3K | 0.03% | 63 |
|
|
2024
Q3 | $132K | Hold |
286
| – | – | 0.03% | 65 |
|
|
2024
Q2 | $116K | Hold |
286
| – | – | 0.02% | 64 |
|
|
2024
Q1 | $120K | Buy |
286
+25
| +10% | +$10.5K | 0.03% | 63 |
|
|
2023
Q4 | $93.1K | Hold |
261
| – | – | 0.02% | 69 |
|
|
2023
Q3 | $91.4K | Hold |
261
| – | – | 0.02% | 68 |
|
|
2023
Q2 | $89K | Sell |
261
-471
| -64% | -$161K | 0.02% | 66 |
|
|
2023
Q1 | $226K | Buy |
732
+471
| +180% | +$145K | 0.06% | 48 |
|
|
2022
Q4 | $80.6K | Hold |
261
| – | – | 0.02% | 67 |
|
|
2022
Q3 | $70K | Buy |
+261
| New | +$70K | 0.02% | 90 |
|