WSTAM
Wilbanks Smith & Thomas Asset Management’s Berkshire Hathaway Class A BRK.A Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $634K | Hold |
1
| – | – | 0.02% | 307 |
|
2023
Q4 | $543K | Hold |
1
| – | – | 0.02% | 321 |
|
2023
Q3 | $531K | Hold |
1
| – | – | 0.02% | 302 |
|
2023
Q2 | $518K | Hold |
1
| – | – | 0.02% | 307 |
|
2023
Q1 | $466K | Sell |
1
-13
| -93% | -$6.05M | 0.02% | 319 |
|
2022
Q4 | $6.56M | Hold |
14
| – | – | 0.25% | 87 |
|
2022
Q3 | $5.69M | Hold |
14
| – | – | 0.24% | 85 |
|
2022
Q2 | $5.73M | Hold |
14
| – | – | 0.24% | 87 |
|
2022
Q1 | $6.74M | Hold |
14
| – | – | 0.27% | 83 |
|
2021
Q4 | $6.31M | Hold |
14
| – | – | 0.22% | 102 |
|
2021
Q3 | $5.76M | Hold |
14
| – | – | 0.23% | 98 |
|
2021
Q2 | $5.86M | Hold |
14
| – | – | 0.23% | 98 |
|
2021
Q1 | $5.4M | Hold |
14
| – | – | 0.23% | 93 |
|
2020
Q4 | $4.87M | Hold |
14
| – | – | 0.23% | 92 |
|
2020
Q3 | $4.48M | Hold |
14
| – | – | 0.24% | 86 |
|
2020
Q2 | $3.74M | Hold |
14
| – | – | 0.23% | 91 |
|
2020
Q1 | $3.81M | Hold |
14
| – | – | 0.28% | 74 |
|
2019
Q4 | $4.75M | Hold |
14
| – | – | 0.28% | 77 |
|
2019
Q3 | $4.37M | Hold |
14
| – | – | 0.28% | 80 |
|
2019
Q2 | $4.46M | Hold |
14
| – | – | 0.29% | 82 |
|
2019
Q1 | $4.22M | Hold |
14
| – | – | 0.27% | 86 |
|
2018
Q4 | $4.28M | Hold |
14
| – | – | 0.29% | 66 |
|
2018
Q3 | $4.48M | Hold |
14
| – | – | 0.27% | 77 |
|
2018
Q2 | $3.95M | Hold |
14
| – | – | 0.32% | 66 |
|
2018
Q1 | $4.19M | Hold |
14
| – | – | 0.34% | 57 |
|
2017
Q4 | $4.17M | Hold |
14
| – | – | 0.33% | 59 |
|
2017
Q3 | $3.85M | Hold |
14
| – | – | 0.32% | 58 |
|
2017
Q2 | $3.57M | Hold |
14
| – | – | 0.31% | 64 |
|
2017
Q1 | $3.5M | Hold |
14
| – | – | 0.3% | 63 |
|
2016
Q4 | $3.42M | Hold |
14
| – | – | 0.31% | 58 |
|
2016
Q3 | $3.03M | Hold |
14
| – | – | 0.28% | 59 |
|
2016
Q2 | $3.04M | Hold |
14
| – | – | 0.32% | 58 |
|
2016
Q1 | $2.99M | Hold |
14
| – | – | 0.36% | 57 |
|
2015
Q4 | $2.77M | Hold |
14
| – | – | 0.27% | 61 |
|
2015
Q3 | $2.73M | Hold |
14
| – | – | 0.39% | 52 |
|
2015
Q2 | $2.87M | Hold |
14
| – | – | 0.28% | 54 |
|
2015
Q1 | $3.05M | Hold |
14
| – | – | 0.3% | 58 |
|
2014
Q4 | $3.16M | Hold |
14
| – | – | 0.32% | 53 |
|
2014
Q3 | $2.9M | Hold |
14
| – | – | 0.32% | 58 |
|
2014
Q2 | $2.66M | Hold |
14
| – | – | 0.28% | 64 |
|
2014
Q1 | $2.62M | Sell |
14
-2
| -13% | -$375K | 0.3% | 58 |
|
2013
Q4 | $2.85M | Hold |
16
| – | – | 0.34% | 51 |
|
2013
Q3 | $2.73M | Hold |
16
| – | – | 0.36% | 49 |
|
2013
Q2 | $2.7M | Buy |
+16
| New | +$2.7M | 0.41% | 47 |
|