Whitney & Co’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 | $22.2M | Buy |
45,701
+62
| +0.1% | +$30.1K | 2.19% | 13 |
|
|
2025
Q1 | $24.3M | Buy |
45,639
+728
| +2% | +$388K | 2.58% | 7 |
|
|
2024
Q4 | $20.4M | Sell |
44,911
-98
| -0.2% | -$44.4K | 2.14% | 11 |
|
|
2024
Q3 | $20.7M | Buy |
45,009
+538
| +1% | +$248K | 2.22% | 9 |
|
|
2024
Q2 | $18.1M | Buy |
44,471
+68
| +0.2% | +$27.7K | 2.08% | 14 |
|
|
2024
Q1 | $18.7M | Buy |
44,403
+663
| +2% | +$279K | 2.23% | 14 |
|
|
2023
Q4 | $15.6M | Buy |
43,740
+505
| +1% | +$180K | 2.02% | 17 |
|
|
2023
Q3 | $15.1M | Buy |
43,235
+243
| +0.6% | +$85.1K | 2.27% | 15 |
|
|
2023
Q2 | $14.7M | Buy |
42,992
+516
| +1% | +$176K | 2.11% | 14 |
|
|
2023
Q1 | $13.1M | Buy |
42,476
+1,118
| +3% | +$345K | 2.08% | 13 |
|
|
2022
Q4 | $12.8M | Buy |
41,358
+370
| +0.9% | +$114K | 2.35% | 11 |
|
|
2022
Q3 | $10.9M | Buy |
40,988
+724
| +2% | +$193K | 2.13% | 13 |
|
|
2022
Q2 | $11M | Buy |
40,264
+1,310
| +3% | +$358K | 2% | 17 |
|
|
2022
Q1 | $13.7M | Buy |
38,954
+392
| +1% | +$138K | 2.11% | 11 |
|
|
2021
Q4 | $11.5M | Buy |
38,562
+379
| +1% | +$113K | 1.69% | 16 |
|
|
2021
Q3 | $10.4M | Buy |
38,183
+440
| +1% | +$120K | 1.67% | 19 |
|
|
2021
Q2 | $10.5M | Buy |
37,743
+615
| +2% | +$171K | 1.68% | 19 |
|
|
2021
Q1 | $9.49M | Buy |
37,128
+629
| +2% | +$161K | 1.66% | 21 |
|
|
2020
Q4 | $8.45M | Buy |
36,499
+600
| +2% | +$139K | 1.36% | 25 |
|
|
2020
Q3 | $7.64M | Buy |
35,899
+893
| +3% | +$190K | 1.43% | 23 |
|
|
2020
Q2 | $6.25M | Buy |
35,006
+1,846
| +6% | +$330K | 1.28% | 29 |
|
|
2020
Q1 | $6.06M | Buy |
+33,160
| New | +$6.06M | 1.5% | 23 |
|