WFA
WestHill 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 | $973K | Buy |
2,002
+50
| +3% | +$24.3K | 0.21% | 31 |
|
|
2025
Q1 | $1.04M | Buy |
1,952
+58
| +3% | +$30.9K | 0.24% | 28 |
|
|
2024
Q4 | $859K | Hold |
1,894
| – | – | 0.19% | 31 |
|
|
2024
Q3 | $872K | Buy |
1,894
+31
| +2% | +$14.3K | 0.2% | 31 |
|
|
2024
Q2 | $758K | Sell |
1,863
-15
| -0.8% | -$6.1K | 0.18% | 30 |
|
|
2024
Q1 | $790K | Buy |
1,878
+19
| +1% | +$7.99K | 0.19% | 29 |
|
|
2023
Q4 | $663K | Sell |
1,859
-100
| -5% | -$35.7K | 0.18% | 30 |
|
|
2023
Q3 | $686K | Buy |
1,959
+10
| +0.5% | +$3.5K | 0.2% | 29 |
|
|
2023
Q2 | $665K | Hold |
1,949
| – | – | 0.19% | 29 |
|
|
2023
Q1 | $602K | Hold |
1,949
| – | – | 0.18% | 29 |
|
|
2022
Q4 | $602K | Buy |
1,949
+8
| +0.4% | +$2.47K | 0.19% | 30 |
|
|
2022
Q3 | $518K | Hold |
1,941
| – | – | 0.18% | 30 |
|
|
2022
Q2 | $530K | Buy |
1,941
+60
| +3% | +$16.4K | 0.17% | 31 |
|
|
2022
Q1 | $664K | Hold |
1,881
| – | – | 0.19% | 30 |
|
|
2021
Q4 | $562K | Buy |
1,881
+200
| +12% | +$59.8K | 0.16% | 36 |
|
|
2021
Q3 | $459K | Buy |
+1,681
| New | +$459K | 0.14% | 35 |
|
|
2021
Q1 | $429K | Sell |
1,681
-10
| -0.6% | -$2.55K | 0.15% | 31 |
|
|
2020
Q4 | $392K | Buy |
+1,691
| New | +$392K | 0.15% | 32 |
|