Western Pacific Wealth Management’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 | $4.65M | Buy |
9,574
+900
| +10% | +$437K | 4.46% | 8 |
|
|
2025
Q1 | $4.62M | Hold |
8,674
| – | – | 4.18% | 7 |
|
|
2024
Q4 | $3.93M | Hold |
8,674
| – | – | 3.17% | 9 |
|
|
2024
Q3 | $3.99M | Buy |
8,674
+250
| +3% | +$115K | 2.66% | 8 |
|
|
2024
Q2 | $3.43M | Buy |
8,424
+175
| +2% | +$71.2K | 2.59% | 9 |
|
|
2024
Q1 | $3.47M | Hold |
8,249
| – | – | 2.52% | 9 |
|
|
2023
Q4 | $2.94M | Sell |
8,249
-41
| -0.5% | -$14.6K | 2.15% | 8 |
|
|
2023
Q3 | $2.9M | Sell |
8,290
-79
| -0.9% | -$27.7K | 2.38% | 8 |
|
|
2023
Q2 | $2.85M | Buy |
8,369
+280
| +3% | +$95.5K | 2.16% | 7 |
|
|
2023
Q1 | $2.5M | Buy |
8,089
+100
| +1% | +$30.9K | 1.91% | 7 |
|
|
2022
Q4 | $2.47M | Buy |
7,989
+335
| +4% | +$103K | 2.05% | 7 |
|
|
2022
Q3 | $2.04M | Buy |
7,654
+507
| +7% | +$135K | 2.03% | 8 |
|
|
2022
Q2 | $1.95M | Buy |
7,147
+800
| +13% | +$218K | 1.9% | 7 |
|
|
2022
Q1 | $2.24M | Buy |
6,347
+280
| +5% | +$98.8K | 1.63% | 9 |
|
|
2021
Q4 | $1.81M | Buy |
+6,067
| New | +$1.81M | 1.17% | 7 |
|