WSTAM
Wilbanks Smith & Thomas Asset Management’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $21.9M | Buy |
52,029
+1,125
| +2% | +$473K | 0.61% | 35 |
|
|
2023
Q4 | $18.2M | Buy |
50,904
+687
| +1% | +$245K | 0.55% | 39 |
|
|
2023
Q3 | $17.6M | Sell |
50,217
-1,100
| -2% | -$385K | 0.61% | 32 |
|
|
2023
Q2 | $17.5M | Sell |
51,317
-1,074
| -2% | -$366K | 0.58% | 38 |
|
|
2023
Q1 | $16.2M | Sell |
52,391
-704
| -1% | -$217K | 0.56% | 36 |
|
|
2022
Q4 | $16.4M | Buy |
53,095
+3,436
| +7% | +$1.06M | 0.62% | 31 |
|
|
2022
Q3 | $13.3M | Buy |
49,659
+1,308
| +3% | +$349K | 0.57% | 34 |
|
|
2022
Q2 | $13.2M | Buy |
48,351
+834
| +2% | +$228K | 0.55% | 35 |
|
|
2022
Q1 | $15.2M | Sell |
47,517
-477
| -1% | -$152K | 0.61% | 30 |
|
|
2021
Q4 | $14.4M | Buy |
47,994
+1,535
| +3% | +$459K | 0.5% | 46 |
|
|
2021
Q3 | $12.7M | Buy |
46,459
+868
| +2% | +$237K | 0.5% | 42 |
|
|
2021
Q2 | $12.7M | Buy |
45,591
+1,413
| +3% | +$393K | 0.5% | 39 |
|
|
2021
Q1 | $11.3M | Buy |
44,178
+1,044
| +2% | +$267K | 0.49% | 40 |
|
|
2020
Q4 | $10M | Buy |
43,134
+1,682
| +4% | +$390K | 0.47% | 47 |
|
|
2020
Q3 | $8.83M | Buy |
41,452
+296
| +0.7% | +$63K | 0.48% | 45 |
|
|
2020
Q2 | $7.35M | Buy |
41,156
+2,255
| +6% | +$403K | 0.45% | 47 |
|
|
2020
Q1 | $7.11M | Buy |
38,901
+4,727
| +14% | +$864K | 0.53% | 37 |
|
|
2019
Q4 | $7.74M | Buy |
34,174
+1,185
| +4% | +$268K | 0.46% | 44 |
|
|
2019
Q3 | $6.86M | Sell |
32,989
-47
| -0.1% | -$9.78K | 0.43% | 50 |
|
|
2019
Q2 | $7.04M | Buy |
33,036
+934
| +3% | +$199K | 0.45% | 46 |
|
|
2019
Q1 | $6.45M | Buy |
32,102
+1,479
| +5% | +$297K | 0.42% | 55 |
|
|
2018
Q4 | $6.25M | Sell |
30,623
-565
| -2% | -$115K | 0.43% | 43 |
|
|
2018
Q3 | $6.68M | Sell |
31,188
-836
| -3% | -$179K | 0.41% | 46 |
|
|
2018
Q2 | $5.98M | Sell |
32,024
-75
| -0.2% | -$14K | 0.48% | 41 |
|
|
2018
Q1 | $6.4M | Buy |
32,099
+225
| +0.7% | +$44.9K | 0.51% | 39 |
|
|
2017
Q4 | $6.32M | Buy |
31,874
+493
| +2% | +$97.7K | 0.5% | 37 |
|
|
2017
Q3 | $5.75M | Buy |
31,381
+2,252
| +8% | +$413K | 0.49% | 41 |
|
|
2017
Q2 | $4.93M | Buy |
29,129
+663
| +2% | +$112K | 0.43% | 44 |
|
|
2017
Q1 | $4.75M | Sell |
28,466
-387
| -1% | -$64.5K | 0.4% | 47 |
|
|
2016
Q4 | $4.7M | Buy |
28,853
+5,066
| +21% | +$826K | 0.42% | 43 |
|
|
2016
Q3 | $3.44M | Buy |
23,787
+12,527
| +111% | +$1.81M | 0.32% | 55 |
|
|
2016
Q2 | $1.63M | Buy |
11,260
+575
| +5% | +$83.2K | 0.17% | 95 |
|
|
2016
Q1 | $1.52M | Buy |
10,685
+645
| +6% | +$91.5K | 0.18% | 94 |
|
|
2015
Q4 | $1.33M | Sell |
10,040
-1,102
| -10% | -$146K | 0.13% | 101 |
|
|
2015
Q3 | $1.45M | Buy |
11,142
+2,621
| +31% | +$342K | 0.21% | 83 |
|
|
2015
Q2 | $1.16M | Buy |
8,521
+495
| +6% | +$67.4K | 0.11% | 115 |
|
|
2015
Q1 | $1.16M | Hold |
8,026
| – | – | 0.11% | 112 |
|
|
2014
Q4 | $1.21M | Buy |
8,026
+150
| +2% | +$22.5K | 0.12% | 108 |
|
|
2014
Q3 | $1.09M | Buy |
7,876
+14
| +0.2% | +$1.93K | 0.12% | 112 |
|
|
2014
Q2 | $995K | Buy |
7,862
+350
| +5% | +$44.3K | 0.11% | 116 |
|
|
2014
Q1 | $939K | Buy |
7,512
+215
| +3% | +$26.9K | 0.11% | 117 |
|
|
2013
Q4 | $865K | Hold |
7,297
| – | – | 0.1% | 120 |
|
|
2013
Q3 | $828K | Sell |
7,297
-885
| -11% | -$100K | 0.11% | 120 |
|
|
2013
Q2 | $916K | Buy |
+8,182
| New | +$916K | 0.14% | 113 |
|