West Oak Capital’s Berkshire Hathaway Class B BRK.B Stock Holding History

West Oak Capital’s Portfolio BRK.B Stock Details BRK.B Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.49K	Sell	925 -20	-2%	-$97	0.18%	86
2025 Q1	$5.03K	Hold	945	–	–	0.19%	79
2024 Q4	$4.28M	Hold	945	–	–	0.15%	86
2024 Q3	$4.35K	Hold	945	–	–	0.08%	83
2024 Q2	$384K	Hold	945	–	–	0.15%	85
2024 Q1	$397K	Hold	945	–	–	0.17%	85
2023 Q4	$344K	Hold	945	–	–	0.16%	93
2023 Q3	$331K	Hold	945	–	–	0.16%	93
2023 Q2	$322K	Hold	945	–	–	0.16%	97
2023 Q1	$292K	Hold	945	–	–	0.15%	99
2022 Q4	$292K	Hold	945	–	–	0.15%	99
2022 Q3	$252K	Hold	945	–	–	0.14%	105
2022 Q2	$258K	Hold	945	–	–	0.14%	106
2022 Q1	$333K	Hold	945	–	–	0.15%	107
2021 Q4	$283K	Sell	945 -15	-2%	-$4.49K	0.1%	115
2021 Q3	$262K	Hold	960	–	–	0.1%	114
2021 Q2	$267K	Sell	960 -35	-4%	-$9.73K	0.11%	114
2021 Q1	$254K	Hold	995	–	–	0.11%	113
2020 Q4	$231K	Hold	995	–	–	0.11%	114
2020 Q3	$212K	Hold	995	–	–	0.12%	107
2020 Q2	$178K	Hold	995	–	–	0.1%	111
2020 Q1	$182K	Buy	995 +40	+4%	+$7.32K	0.12%	107
2019 Q4	$216K	Hold	955	–	–	0.12%	109
2019 Q3	$199K	Hold	955	–	–	0.12%	113
2019 Q2	$204K	Hold	955	–	–	0.12%	108
2019 Q1	$192K	Hold	955	–	–	0.12%	110
2018 Q4	$195K	Hold	955	–	–	0.14%	108
2018 Q3	$204K	Hold	955	–	–	0.12%	111
2018 Q2	$178K	Sell	955 -650	-40%	-$121K	0.11%	116
2018 Q1	$320K	Buy	1,605 +650	+68%	+$130K	0.19%	97
2017 Q4	$189K	Hold	955	–	–	0.12%	116
2017 Q3	$175K	Hold	955	–	–	0.1%	125
2017 Q2	$162K	Hold	955	–	–	0.1%	129
2017 Q1	$159K	Hold	955	–	–	0.1%	127
2016 Q4	$156K	Sell	955 -44	-4%	-$7.17K	0.1%	128
2016 Q3	$144K	Buy	999 +349	+54%	+$50.4K	0.1%	128
2016 Q2	$94.1K	Hold	650	–	–	0.07%	134
2016 Q1	$92.2K	Hold	650	–	–	0.07%	127
2015 Q4	$85.8K	Sell	650 -125	-16%	-$16.5K	0.07%	131
2015 Q3	$101K	Sell	775 -45	-5%	-$5.87K	0.08%	127
2015 Q2	$112K	Buy	820 +100	+14%	+$13.6K	0.08%	124
2015 Q1	$104K	Sell	720 -266	-27%	-$38.4K	0.08%	126
2014 Q4	$148K	Buy	986 +266	+37%	+$39.9K	0.11%	112
2014 Q3	$99.5K	Sell	720 -30	-4%	-$4.14K	0.07%	122
2014 Q2	$94.9K	Hold	750	–	–	0.07%	123
2014 Q1	$93.7K	Sell	750 -24	-3%	-$3K	0.07%	123
2013 Q4	$91.8K	Hold	774	–	–	0.07%	121
2013 Q3	$87.9K	Buy	774 +124	+19%	+$14.1K	0.07%	123
2013 Q2	$72.7K	Buy	+650	New	+$72.7K	0.06%	124