Westside Investment 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 | $2.12M | Buy |
4,345
+1,357
| +45% | +$662K | 0.39% | 67 |
|
|
2025
Q1 | $1.59M | Sell |
2,988
-227
| -7% | -$121K | 0.34% | 80 |
|
|
2024
Q4 | $1.46M | Sell |
3,215
-76
| -2% | -$34.4K | 0.31% | 83 |
|
|
2024
Q3 | $1.49M | Buy |
3,291
+108
| +3% | +$48.9K | 0.32% | 82 |
|
|
2024
Q2 | $1.29M | Buy |
3,183
+22
| +0.7% | +$8.95K | 0.3% | 88 |
|
|
2024
Q1 | $1.33M | Buy |
3,161
+49
| +2% | +$20.6K | 0.32% | 83 |
|
|
2023
Q4 | $1.11M | Hold |
3,112
| – | – | 0.28% | 95 |
|
|
2023
Q3 | $1.09M | Sell |
3,112
-30
| -1% | -$10.5K | 0.31% | 83 |
|
|
2023
Q2 | $1.07M | Hold |
3,142
| – | – | 0.3% | 85 |
|
|
2023
Q1 | $970K | Buy |
3,142
+58
| +2% | +$17.9K | 0.28% | 88 |
|
|
2022
Q4 | $280K | Buy |
3,084
+498
| +19% | +$45.1K | 0.69% | 37 |
|
|
2022
Q3 | $241K | Buy |
2,586
+89
| +4% | +$8.29K | 0.58% | 45 |
|
|
2022
Q2 | $317K | Hold |
2,497
| – | – | 0.72% | 33 |
|
|
2022
Q1 | $317K | Hold |
2,497
| – | – | 0.7% | 34 |
|
|
2021
Q4 | $249K | Hold |
2,497
| – | – | 0.57% | 42 |
|
|
2021
Q3 | $249K | Sell |
2,497
-101
| -4% | -$10.1K | 0.57% | 42 |
|
|
2021
Q2 | $251K | Hold |
2,598
| – | – | 0.58% | 40 |
|
|
2021
Q1 | $230K | Buy |
2,598
+489
| +23% | +$43.4K | 0.61% | 41 |
|
|
2020
Q4 | $139K | Sell |
2,109
-10
| -0.5% | -$661 | 0.38% | 53 |
|
|
2020
Q3 | $128K | Buy |
2,119
+500
| +31% | +$30.2K | 0.06% | 52 |
|
|
2020
Q2 | $18.1K | Sell |
1,619
-15,028
| -90% | -$168K | 0.01% | 115 |
|
|
2020
Q1 | $16.8K | Buy |
+16,647
| New | +$16.8K | 0.01% | 126 |
|
|
2019
Q2 | $21.6K | Buy |
+3,220
| New | +$21.6K | 0.05% | 59 |
|
|
2018
Q4 | $624K | Sell |
3,060
-149
| -5% | -$30.4K | 0.23% | 77 |
|
|
2018
Q3 | $688K | Buy |
3,209
+160
| +5% | +$34.3K | 0.22% | 70 |
|
|
2018
Q2 | $573K | Buy |
3,049
+345
| +13% | +$64.8K | 0.2% | 80 |
|
|
2018
Q1 | $527K | Buy |
2,704
+146
| +6% | +$28.5K | 0.29% | 74 |
|
|
2017
Q4 | $519K | Buy |
2,558
+29
| +1% | +$5.88K | 0.28% | 76 |
|
|
2017
Q3 | $474K | Buy |
2,529
+16
| +0.6% | +$3K | 0.29% | 78 |
|
|
2017
Q2 | $428K | Buy |
2,513
+200
| +9% | +$34.1K | 0.28% | 85 |
|
|
2017
Q1 | $384K | Buy |
2,313
+100
| +5% | +$16.6K | 0.18% | 83 |
|
|
2016
Q4 | $359K | Buy |
+2,213
| New | +$359K | 0.24% | 64 |
|