Westover Capital Advisors’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 | $547K | Hold |
1,126
| – | – | 0.11% | 135 |
|
|
2025
Q1 | $600K | Buy |
1,126
+18
| +2% | +$9.59K | 0.13% | 128 |
|
|
2024
Q4 | $502K | Buy |
1,108
+26
| +2% | +$11.8K | 0.11% | 146 |
|
|
2024
Q3 | $498K | Hold |
1,082
| – | – | 0.1% | 150 |
|
|
2024
Q2 | $440K | Sell |
1,082
-9
| -0.8% | -$3.66K | 0.11% | 143 |
|
|
2024
Q1 | $459K | Buy |
1,091
+41
| +4% | +$17.2K | 0.13% | 120 |
|
|
2023
Q4 | $374K | Hold |
1,050
| – | – | 0.12% | 122 |
|
|
2023
Q3 | $368K | Hold |
1,050
| – | – | 0.13% | 117 |
|
|
2023
Q2 | $358K | Sell |
1,050
-1
| -0.1% | -$341 | 0.12% | 121 |
|
|
2023
Q1 | $325K | Hold |
1,051
| – | – | 0.12% | 124 |
|
|
2022
Q4 | $325K | Buy |
1,051
+72
| +7% | +$22.2K | 0.13% | 113 |
|
|
2022
Q3 | $261K | Hold |
979
| – | – | 0.1% | 133 |
|
|
2022
Q2 | $267K | Hold |
979
| – | – | 0.1% | 135 |
|
|
2022
Q1 | $345K | Buy |
979
+62
| +7% | +$21.8K | 0.11% | 130 |
|
|
2021
Q4 | $274K | Buy |
917
+3
| +0.3% | +$896 | 0.08% | 153 |
|
|
2021
Q3 | $249K | Buy |
914
+76
| +9% | +$20.7K | 0.08% | 154 |
|
|
2021
Q2 | $233K | Hold |
838
| – | – | 0.07% | 168 |
|
|
2021
Q1 | $214K | Buy |
+838
| New | +$214K | 0.07% | 162 |
|
|
2020
Q4 | – | Sell |
-1,378
| Closed | -$293K | – | 152 |
|
|
2020
Q3 | $293K | Sell |
1,378
-262
| -16% | -$55.7K | 0.12% | 106 |
|
|
2020
Q2 | $293K | Sell |
1,640
-845
| -34% | -$151K | 0.14% | 93 |
|
|
2020
Q1 | $454K | Buy |
2,485
+1,100
| +79% | +$201K | 0.25% | 80 |
|
|
2019
Q4 | $314K | Hold |
1,385
| – | – | 0.14% | 106 |
|
|
2019
Q3 | $288K | Buy |
1,385
+2
| +0.1% | +$416 | 0.14% | 108 |
|
|
2019
Q2 | $295K | Buy |
1,383
+4
| +0.3% | +$853 | 0.15% | 102 |
|
|
2019
Q1 | $277K | Buy |
+1,379
| New | +$277K | 0.14% | 105 |
|