WCM
Whitener Capital Management’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 | $5.73M | Buy |
11,796
+11
| +0.1% | +$5.34K | 1.52% | 14 |
|
|
2025
Q1 | $6.28M | Sell |
11,785
-50
| -0.4% | -$26.6K | 1.78% | 14 |
|
|
2024
Q4 | $5.36M | Sell |
11,835
-254
| -2% | -$115K | 1.5% | 15 |
|
|
2024
Q3 | $5.56M | Buy |
12,089
+150
| +1% | +$69K | 1.58% | 16 |
|
|
2024
Q2 | $4.86M | Buy |
11,939
+1,007
| +9% | +$410K | 1.47% | 18 |
|
|
2024
Q1 | $4.6M | Buy |
10,932
+236
| +2% | +$99.2K | 1.5% | 18 |
|
|
2023
Q4 | $3.81M | Sell |
10,696
-171
| -2% | -$61K | 1.38% | 21 |
|
|
2023
Q3 | $3.81M | Sell |
10,867
-269
| -2% | -$94.2K | 1.52% | 22 |
|
|
2023
Q2 | $3.8M | Sell |
11,136
-645
| -5% | -$220K | 1.46% | 21 |
|
|
2023
Q1 | $3.64M | Buy |
11,781
+115
| +1% | +$35.5K | 1.52% | 21 |
|
|
2022
Q4 | $3.6M | Buy |
11,666
+65
| +0.6% | +$20.1K | 1.57% | 21 |
|
|
2022
Q3 | $3.1M | Buy |
11,601
+565
| +5% | +$151K | 1.46% | 21 |
|
|
2022
Q2 | $3.01M | Buy |
11,036
+116
| +1% | +$31.7K | 1.36% | 21 |
|
|
2022
Q1 | $3.85M | Buy |
10,920
+2,685
| +33% | +$947K | 1.45% | 19 |
|
|
2021
Q4 | $2.46M | Buy |
8,235
+840
| +11% | +$251K | 0.88% | 30 |
|
|
2021
Q3 | $1.71M | Sell |
7,395
-375
| -5% | -$86.9K | 0.79% | 33 |
|
|
2021
Q2 | $2.16M | Buy |
7,770
+390
| +5% | +$108K | 0.86% | 28 |
|
|
2021
Q1 | $1.89M | Sell |
7,380
-15
| -0.2% | -$3.83K | 0.82% | 31 |
|
|
2020
Q4 | $1.71M | Sell |
7,395
-1,225
| -14% | -$284K | 0.78% | 33 |
|
|
2020
Q3 | $1.84M | Sell |
8,620
-85
| -1% | -$18.1K | 0.88% | 30 |
|
|
2020
Q2 | $1.55M | Hold |
8,705
| – | – | 0.81% | 35 |
|
|
2020
Q1 | $1.59M | Sell |
8,705
-102
| -1% | -$18.6K | 1.03% | 25 |
|
|
2019
Q4 | $1.99M | Buy |
8,807
+907
| +11% | +$205K | 1.03% | 22 |
|
|
2019
Q3 | $1.64M | Buy |
7,900
+410
| +5% | +$85.3K | 0.9% | 28 |
|
|
2019
Q2 | $1.6M | Buy |
7,490
+900
| +14% | +$192K | 0.91% | 25 |
|
|
2019
Q1 | $1.32M | Buy |
6,590
+258
| +4% | +$51.8K | 0.87% | 29 |
|
|
2018
Q4 | $1.29M | Buy |
6,332
+300
| +5% | +$61.2K | 0.95% | 25 |
|
|
2018
Q3 | $1.29M | Buy |
6,032
+440
| +8% | +$94.2K | 0.85% | 25 |
|
|
2018
Q2 | $1.04M | Hold |
5,592
| – | – | 0.82% | 30 |
|
|
2018
Q1 | $1.12M | Buy |
5,592
+100
| +2% | +$19.9K | 0.85% | 26 |
|
|
2017
Q4 | $1.09M | Buy |
+5,492
| New | +$1.09M | 0.94% | 24 |
|