WGAM
Wilkinson Global 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.13M | Sell |
6,445
-65
| -1% | -$31.6K | 0.2% | 31 |
|
|
2025
Q1 | $3.47M | Sell |
6,510
-310
| -5% | -$165K | 0.22% | 32 |
|
|
2024
Q4 | $3.09M | Sell |
6,820
-15
| -0.2% | -$6.8K | 0.19% | 32 |
|
|
2024
Q3 | $3.15M | Sell |
6,835
-833
| -11% | -$383K | 0.19% | 33 |
|
|
2024
Q2 | $3.12M | Sell |
7,668
-40
| -0.5% | -$16.3K | 0.2% | 32 |
|
|
2024
Q1 | $3.24M | Sell |
7,708
-625
| -8% | -$263K | 0.2% | 31 |
|
|
2023
Q4 | $2.97M | Sell |
8,333
-90
| -1% | -$32.1K | 0.21% | 30 |
|
|
2023
Q3 | $2.95M | Sell |
8,423
-105
| -1% | -$36.8K | 0.23% | 29 |
|
|
2023
Q2 | $2.91M | Sell |
8,528
-535
| -6% | -$182K | 0.22% | 28 |
|
|
2023
Q1 | $2.8M | Sell |
9,063
-25
| -0.3% | -$7.72K | 0.22% | 29 |
|
|
2022
Q4 | $2.81M | Hold |
9,088
| – | – | 0.23% | 30 |
|
|
2022
Q3 | $2.43M | Hold |
9,088
| – | – | 0.22% | 31 |
|
|
2022
Q2 | $2.48M | Buy |
9,088
+1,323
| +17% | +$361K | 0.21% | 33 |
|
|
2022
Q1 | $2.74M | Hold |
7,765
| – | – | 0.18% | 36 |
|
|
2021
Q4 | $2.32M | Sell |
7,765
-564
| -7% | -$169K | 0.13% | 44 |
|
|
2021
Q3 | $2.27M | Sell |
8,329
-555
| -6% | -$151K | 0.14% | 42 |
|
|
2021
Q2 | $2.47M | Buy |
8,884
+144
| +2% | +$40K | 0.15% | 40 |
|
|
2021
Q1 | $2.23M | Buy |
+8,740
| New | +$2.23M | 0.14% | 41 |
|