Wharton Business Group’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 | $39.8M | Sell |
82,032
-338
| -0.4% | -$164K | 1.68% | 19 |
|
|
2025
Q1 | $43.9M | Sell |
82,370
-45
| -0.1% | -$24K | 1.98% | 17 |
|
|
2024
Q4 | $37.4M | Sell |
82,415
-745
| -0.9% | -$338K | 1.69% | 19 |
|
|
2024
Q3 | $38.3M | Buy |
83,160
+10,593
| +15% | +$4.88M | 1.72% | 18 |
|
|
2024
Q2 | $29.5M | Sell |
72,567
-159
| -0.2% | -$64.7K | 1.52% | 19 |
|
|
2024
Q1 | $30.6M | Sell |
72,726
-767
| -1% | -$323K | 1.47% | 19 |
|
|
2023
Q4 | $26.2M | Buy |
73,493
+30
| +0% | +$10.7K | 1.32% | 19 |
|
|
2023
Q3 | $25.7M | Buy |
73,463
+2,773
| +4% | +$971K | 1.43% | 19 |
|
|
2023
Q2 | $24.1M | Sell |
70,690
-215
| -0.3% | -$73.3K | 1.59% | 16 |
|
|
2023
Q1 | $21.9M | Buy |
70,905
+35
| +0% | +$10.8K | 1.31% | 19 |
|
|
2022
Q4 | $21.9M | Buy |
70,870
+58
| +0.1% | +$17.9K | 1.27% | 19 |
|
|
2022
Q3 | $18.9M | Buy |
70,812
+536
| +0.8% | +$143K | 1.28% | 18 |
|
|
2022
Q2 | $19.2M | Buy |
70,276
+2,134
| +3% | +$583K | 1.27% | 21 |
|
|
2022
Q1 | $24M | Buy |
68,142
+395
| +0.6% | +$139K | 1.46% | 17 |
|
|
2021
Q4 | $20.3M | Buy |
+67,747
| New | +$20.3M | 1.25% | 23 |
|
|
2021
Q3 | – | Sell |
-59,272
| Closed | -$16.5M | – | 73 |
|
|
2021
Q2 | $16.5M | Buy |
59,272
+2,284
| +4% | +$635K | 1.29% | 21 |
|
|
2021
Q1 | $14.6M | Buy |
56,988
+1,007
| +2% | +$257K | 1.14% | 26 |
|
|
2020
Q4 | $13M | Buy |
55,981
+421
| +0.8% | +$97.6K | 1.06% | 26 |
|
|
2020
Q3 | $11.8M | Buy |
55,560
+21,890
| +65% | +$4.66M | 1.09% | 23 |
|
|
2020
Q2 | $6.01M | Buy |
+33,670
| New | +$6.01M | 0.58% | 35 |
|