Whitegate Investment Counselors’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 | $34.7M | Sell |
71,406
-891
| -1% | -$433K | 11.78% | 1 |
|
|
2025
Q1 | $38.5M | Sell |
72,297
-5,302
| -7% | -$2.82M | 13.67% | 1 |
|
|
2024
Q4 | $35.2M | Sell |
77,599
-1,666
| -2% | -$755K | 12.06% | 1 |
|
|
2024
Q3 | $36.5M | Sell |
79,265
-565
| -0.7% | -$260K | 9.68% | 1 |
|
|
2024
Q2 | $32.5M | Buy |
79,830
+283
| +0.4% | +$115K | 9.22% | 1 |
|
|
2024
Q1 | $33.5M | Sell |
79,547
-77
| -0.1% | -$32.4K | 9.42% | 1 |
|
|
2023
Q4 | $28.4M | Buy |
79,624
+66
| +0.1% | +$23.5K | 8.66% | 1 |
|
|
2023
Q3 | $27.9M | Sell |
79,558
-6
| -0% | -$2.1K | 9.33% | 1 |
|
|
2023
Q2 | $27.1M | Sell |
79,564
-3,734
| -4% | -$1.27M | 8.91% | 1 |
|
|
2023
Q1 | $25.7M | Buy |
83,298
+233
| +0.3% | +$71.9K | 8.31% | 1 |
|
|
2022
Q4 | $25.7M | Buy |
83,065
+2,530
| +3% | +$782K | 8.76% | 1 |
|
|
2022
Q3 | $21.5M | Buy |
80,535
+6,325
| +9% | +$1.69M | 8.15% | 1 |
|
|
2022
Q2 | $20.3M | Buy |
74,210
+479
| +0.6% | +$131K | 7.41% | 2 |
|
|
2022
Q1 | $26M | Buy |
73,731
+411
| +0.6% | +$145K | 8.04% | 1 |
|
|
2021
Q4 | $21.9M | Sell |
73,320
-24,318
| -25% | -$7.27M | 6.45% | 2 |
|
|
2021
Q3 | $26.6M | Buy |
97,638
+2,191
| +2% | +$598K | 3.78% | 2 |
|
|
2021
Q2 | $26.5M | Sell |
95,447
-681
| -0.7% | -$189K | 3.76% | 2 |
|
|
2021
Q1 | $24.6M | Sell |
96,128
-1,577
| -2% | -$403K | 3.74% | 2 |
|
|
2020
Q4 | $22.7M | Sell |
97,705
-1,200
| -1% | -$278K | 3.67% | 2 |
|
|
2020
Q3 | $21.1M | Sell |
98,905
-1,960
| -2% | -$417K | 3.84% | 1 |
|
|
2020
Q2 | $18M | Sell |
100,865
-961
| -0.9% | -$172K | 3.6% | 1 |
|
|
2020
Q1 | $18.6M | Sell |
101,826
-3,282
| -3% | -$600K | 4.52% | 1 |
|
|
2019
Q4 | $23.8M | Sell |
105,108
-549
| -0.5% | -$124K | 4.32% | 1 |
|
|
2019
Q3 | $22M | Sell |
105,657
-452
| -0.4% | -$94K | 4.31% | 1 |
|
|
2019
Q2 | $22.6M | Sell |
106,109
-1,050
| -1% | -$224K | 4.55% | 1 |
|
|
2019
Q1 | $21.5M | Buy |
107,159
+1,385
| +1% | +$278K | 4.46% | 1 |
|
|
2018
Q4 | $21.6M | Sell |
105,774
-85
| -0.1% | -$17.4K | 4.99% | 1 |
|
|
2018
Q3 | $22.7M | Sell |
105,859
-2,366
| -2% | -$507K | 4.62% | 1 |
|
|
2018
Q2 | $20.2M | Buy |
108,225
+1,104
| +1% | +$206K | 4.13% | 2 |
|
|
2018
Q1 | $21.4M | Sell |
107,121
-1,816
| -2% | -$362K | 4.56% | 2 |
|
|
2017
Q4 | $21.6M | Sell |
108,937
-1,319
| -1% | -$261K | 4.51% | 2 |
|
|
2017
Q3 | $20.2M | Sell |
110,256
-1,884
| -2% | -$345K | 4.46% | 2 |
|
|
2017
Q2 | $19M | Sell |
112,140
-257
| -0.2% | -$43.5K | 4.29% | 2 |
|
|
2017
Q1 | $18.7M | Buy |
112,397
+610
| +0.5% | +$102K | 4.5% | 1 |
|
|
2016
Q4 | $18.2M | Buy |
111,787
+145
| +0.1% | +$23.6K | 4.87% | 1 |
|
|
2016
Q3 | $16.1M | Sell |
111,642
-625
| -0.6% | -$90.3K | 4.38% | 2 |
|
|
2016
Q2 | $16.3M | Buy |
+112,267
| New | +$16.3M | 4.51% | 2 |
|
|
2014
Q1 | $16.5M | Buy |
+116,080
| New | +$16.5M | 4.51% | 1 |
|