WJWM
Williams Jones Wealth 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 | $129M | Sell |
265,938
-405
| -0.2% | -$197K | 1.54% | 19 |
|
|
2025
Q1 | $142M | Sell |
266,343
-3,714
| -1% | -$1.98M | 1.81% | 15 |
|
|
2024
Q4 | $122M | Sell |
270,057
-4,979
| -2% | -$2.26M | 1.48% | 20 |
|
|
2024
Q3 | $127M | Buy |
275,036
+925
| +0.3% | +$426K | 1.48% | 22 |
|
|
2024
Q2 | $112M | Buy |
274,111
+105
| +0% | +$42.7K | 1.38% | 23 |
|
|
2024
Q1 | $115M | Sell |
274,006
-617
| -0.2% | -$259K | 1.47% | 24 |
|
|
2023
Q4 | $97.9M | Buy |
274,623
+12,284
| +5% | +$4.38M | 1.37% | 25 |
|
|
2023
Q3 | $91.9M | Buy |
262,339
+8,702
| +3% | +$3.05M | 1.41% | 23 |
|
|
2023
Q2 | $86.5M | Sell |
253,637
-35
| -0% | -$11.9K | 1.3% | 27 |
|
|
2023
Q1 | $78.3M | Sell |
253,672
-1,097
| -0.4% | -$339K | 1.23% | 28 |
|
|
2022
Q4 | $78.7M | Sell |
254,769
-1,195
| -0.5% | -$369K | 1.32% | 27 |
|
|
2022
Q3 | $68.3M | Buy |
255,964
+308
| +0.1% | +$82.2K | 1.19% | 27 |
|
|
2022
Q2 | $69.8M | Buy |
255,656
+23,790
| +10% | +$6.5M | 1.13% | 28 |
|
|
2022
Q1 | $81.8M | Buy |
231,866
+11,583
| +5% | +$4.09M | 1.14% | 30 |
|
|
2021
Q4 | $65.9M | Buy |
220,283
+6,519
| +3% | +$1.95M | 0.82% | 35 |
|
|
2021
Q3 | $58.3M | Sell |
213,764
-3,642
| -2% | -$994K | 0.82% | 36 |
|
|
2021
Q2 | $60.4M | Sell |
217,406
-239
| -0.1% | -$66.4K | 0.85% | 37 |
|
|
2021
Q1 | $55.6M | Sell |
217,645
-45,942
| -17% | -$11.7M | 0.87% | 36 |
|
|
2020
Q4 | $61.1M | Sell |
263,587
-12,175
| -4% | -$2.82M | 1% | 32 |
|
|
2020
Q3 | $58.7M | Sell |
275,762
-9,311
| -3% | -$1.98M | 1.09% | 29 |
|
|
2020
Q2 | $50.9M | Sell |
285,073
-48,050
| -14% | -$8.58M | 1.04% | 32 |
|
|
2020
Q1 | $60.9M | Sell |
333,123
-298
| -0.1% | -$54.5K | 1.59% | 21 |
|
|
2019
Q4 | $75.5M | Buy |
333,421
+2,938
| +0.9% | +$665K | 1.44% | 25 |
|
|
2019
Q3 | $68.7M | Buy |
+330,483
| New | +$68.7M | 1.41% | 25 |
|