WPA
West Paces 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 | $539K | Hold |
1,109
| – | – | 0.11% | 87 |
|
|
2025
Q1 | $591K | Hold |
1,109
| – | – | 0.13% | 76 |
|
|
2024
Q4 | $503K | Hold |
1,109
| – | – | 0.12% | 79 |
|
|
2024
Q3 | $510K | Sell |
1,109
-25
| -2% | -$11.5K | 0.13% | 80 |
|
|
2024
Q2 | $461K | Sell |
1,134
-1,478
| -57% | -$601K | 0.12% | 82 |
|
|
2024
Q1 | $1.1M | Buy |
2,612
+1,536
| +143% | +$646K | 0.29% | 42 |
|
|
2023
Q4 | $384K | Buy |
1,076
+32
| +3% | +$11.4K | 0.11% | 92 |
|
|
2023
Q3 | $366K | Hold |
1,044
| – | – | 0.11% | 91 |
|
|
2023
Q2 | $356K | Hold |
1,044
| – | – | 0.1% | 98 |
|
|
2023
Q1 | $322K | Buy |
1,044
+29
| +3% | +$8.95K | 0.1% | 104 |
|
|
2022
Q4 | $314K | Sell |
1,015
-82
| -7% | -$25.3K | 0.1% | 101 |
|
|
2022
Q3 | $293K | Sell |
1,097
-17
| -2% | -$4.54K | 0.1% | 103 |
|
|
2022
Q2 | $304K | Buy |
1,114
+45
| +4% | +$12.3K | 0.1% | 101 |
|
|
2022
Q1 | $377K | Buy |
1,069
+380
| +55% | +$134K | 0.12% | 96 |
|
|
2021
Q4 | $206K | Buy |
689
+19
| +3% | +$5.68K | 0.06% | 116 |
|
|
2021
Q3 | $183K | Buy |
670
+57
| +9% | +$15.6K | 0.06% | 121 |
|
|
2021
Q2 | $170K | Buy |
613
+17
| +3% | +$4.73K | 0.06% | 116 |
|
|
2021
Q1 | $152K | Sell |
596
-1,500
| -72% | -$383K | 0.06% | 121 |
|
|
2020
Q4 | $486K | Hold |
2,096
| – | – | 0.22% | 73 |
|
|
2020
Q3 | $446K | Sell |
2,096
-212
| -9% | -$45.1K | 0.23% | 72 |
|
|
2020
Q2 | $412K | Hold |
2,308
| – | – | 0.22% | 74 |
|
|
2020
Q1 | $422K | Sell |
2,308
-103
| -4% | -$18.8K | 0.27% | 69 |
|
|
2019
Q4 | $546K | Hold |
2,411
| – | – | 0.3% | 64 |
|
|
2019
Q3 | $502K | Hold |
2,411
| – | – | 0.3% | 67 |
|
|
2019
Q2 | $514K | Hold |
2,411
| – | – | 0.32% | 60 |
|
|
2019
Q1 | $484K | Hold |
2,411
| – | – | 0.34% | 62 |
|
|
2018
Q4 | $492K | Hold |
2,411
| – | – | 0.38% | 62 |
|
|
2018
Q3 | $516K | Sell |
2,411
-25
| -1% | -$5.35K | 0.37% | 65 |
|
|
2018
Q2 | $455K | Hold |
2,436
| – | – | 0.34% | 66 |
|
|
2018
Q1 | $486K | Hold |
2,436
| – | – | 0.36% | 61 |
|
|
2017
Q4 | $483K | Buy |
2,436
+53
| +2% | +$10.5K | 0.36% | 67 |
|
|
2017
Q3 | $437K | Hold |
2,383
| – | – | 0.33% | 71 |
|
|
2017
Q2 | $404K | Hold |
2,383
| – | – | 0.32% | 74 |
|
|
2017
Q1 | $397K | Buy |
2,383
+1,500
| +170% | +$250K | 0.32% | 71 |
|
|
2016
Q4 | $144K | Buy |
+883
| New | +$144K | 0.13% | 122 |
|