WIM
Wilen Investment Management’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $53K | Hold |
200
| – | – | 0.05% | 72 |
|
|
2022
Q2 | $54K | Hold |
200
| – | – | 0.05% | 73 |
|
|
2022
Q1 | $70K | Hold |
200
| – | – | 0.05% | 72 |
|
|
2021
Q4 | $60K | Hold |
200
| – | – | 0.05% | 70 |
|
|
2021
Q3 | $54K | Buy |
+200
| New | +$54K | 0.04% | 72 |
|
|
2021
Q1 | – | Sell |
-350
| Closed | -$79K | – | 60 |
|
|
2020
Q4 | $79K | Buy |
+350
| New | +$79K | 0.08% | 67 |
|
|
2015
Q2 | – | Sell |
-2,250
| Closed | -$225K | – | 73 |
|
|
2015
Q1 | $225K | Hold |
2,250
| – | – | 0.15% | 64 |
|
|
2014
Q4 | $225K | Hold |
2,250
| – | – | 0.15% | 65 |
|
|
2014
Q3 | $225K | Hold |
2,250
| – | – | 0.14% | 66 |
|
|
2014
Q2 | $225K | Hold |
2,250
| – | – | 0.13% | 70 |
|
|
2014
Q1 | $225K | Hold |
2,250
| – | – | 0.13% | 72 |
|
|
2013
Q4 | $225K | Hold |
2,250
| – | – | 0.14% | 67 |
|
|
2013
Q3 | $225K | Hold |
2,250
| – | – | 0.15% | 69 |
|
|
2013
Q2 | $225K | Buy |
+2,250
| New | +$225K | 0.17% | 68 |
|