Whittier Trust’s Berkshire Hathaway Class A BRK.A Stock Holding History

Whittier Trust’s Portfolio BRK.A Stock Details BRK.A Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$46.6M	Buy	64 +2	+3%	+$1.46M	0.56%	39
2025 Q1	$49.5M	Sell	62 -2	-3%	-$1.6M	0.69%	32
2024 Q4	$43.6M	Sell	64 -1	-2%	-$681K	0.57%	39
2024 Q3	$44.9M	Hold	65	–	–	0.6%	40
2024 Q2	$39.8M	Sell	65 -190	-75%	-$116M	0.56%	40
2024 Q1	$162M	Sell	255 -1	-0.4%	-$634K	2.36%	8
2023 Q4	$139M	Hold	256	–	–	2.25%	8
2023 Q3	$136M	Hold	256	–	–	2.42%	7
2023 Q2	$133M	Sell	256 -3	-1%	-$1.55M	2.3%	7
2023 Q1	$121M	Sell	259 -5	-2%	-$2.33M	2.2%	7
2022 Q4	$124M	Sell	264 -2	-0.8%	-$937K	2.41%	5
2022 Q3	$108M	Buy	266 +1	+0.4%	+$406K	2.27%	7
2022 Q2	$108M	Sell	265 -2	-0.7%	-$818K	2.19%	6
2022 Q1	$141M	Sell	267 -1	-0.4%	-$529K	2.38%	7
2021 Q4	$121M	Buy	268 +9	+3%	+$4.06M	1.96%	8
2021 Q3	$107M	Hold	259	–	–	1.94%	7
2021 Q2	$108M	Hold	259	–	–	1.93%	8
2021 Q1	$99.9M	Hold	259	–	–	1.94%	8
2020 Q4	$90.1M	Sell	259 -1	-0.4%	-$348K	1.92%	9
2020 Q3	$83.2M	Buy	260 +2	+0.8%	+$640K	1.98%	8
2020 Q2	$69M	Sell	258 -22	-8%	-$5.88M	1.92%	8
2020 Q1	$76.2M	Sell	280 -3	-1%	-$816K	2.49%	4
2019 Q4	$96.1M	Hold	283	–	–	2.52%	4
2019 Q3	$88.2M	Hold	283	–	–	2.53%	4
2019 Q2	$90.1M	Sell	283 -16	-5%	-$5.09M	2.65%	3
2019 Q1	$90.1M	Sell	299 -9	-3%	-$2.71M	2.75%	2
2018 Q4	$94.2M	Sell	308 -3	-1%	-$918K	3.24%	2
2018 Q3	$99.5M	Sell	311 -30	-9%	-$9.6M	3.1%	2
2018 Q2	$96.2M	Buy	341 +1	+0.3%	+$282K	3.18%	2
2018 Q1	$102M	Buy	340 +281	+476%	+$84M	3.42%	2
2017 Q4	$17.6M	Hold	59	–	–	0.61%	38
2017 Q3	$16.2M	Hold	59	–	–	0.59%	43
2017 Q2	$15M	Hold	59	–	–	0.58%	41
2017 Q1	$14.7M	Sell	59 -6	-9%	-$1.5M	0.59%	40
2016 Q4	$15.9M	Sell	65 -2	-3%	-$488K	0.68%	34
2016 Q3	$14.5M	Hold	67	–	–	0.63%	38
2016 Q2	$14.5M	Buy	67 +3	+5%	+$651K	0.64%	40
2016 Q1	$13.7M	Hold	64	–	–	0.6%	45
2015 Q4	$12.7M	Buy	64 +4	+7%	+$791K	0.57%	46
2015 Q3	$11.7M	Buy	60 +1	+2%	+$195K	0.57%	47
2015 Q2	$12.1M	Buy	59 +3	+5%	+$615K	0.54%	51
2015 Q1	$12.2M	Buy	56 +27	+93%	+$5.87M	0.56%	50
2014 Q4	$6.55M	Hold	29	–	–	0.31%	90
2014 Q3	$6M	Buy	29 +1	+4%	+$207K	0.29%	98
2014 Q2	$5.32M	Buy	28 +9	+47%	+$1.71M	0.26%	109
2014 Q1	$3.56M	Hold	19	–	–	0.18%	136
2013 Q4	$3.38M	Sell	19 -17	-47%	-$3.02M	0.17%	135
2013 Q3	$6.14M	Hold	36	–	–	0.33%	88
2013 Q2	$6.07M	Buy	+36	New	+$6.07M	0.34%	87