Willner & Heller’s Berkshire Hathaway Class B BRK.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19M | Sell |
4,499
-36
| -0.8% | -$17.5K | 1.84% | 8 |
|
|
2025
Q1 | $2.42M | Sell |
4,535
-245
| -5% | -$130K | 2.23% | 7 |
|
|
2024
Q4 | $2.17M | Buy |
4,780
+445
| +10% | +$202K | 1.9% | 7 |
|
|
2024
Q3 | $2M | Sell |
4,335
-90
| -2% | -$41.4K | 1.78% | 8 |
|
|
2024
Q2 | $1.8M | Sell |
4,425
-133
| -3% | -$54.1K | 1.72% | 9 |
|
|
2024
Q1 | $1.92M | Buy |
4,558
+45
| +1% | +$18.9K | 1.91% | 7 |
|
|
2023
Q4 | $1.61M | Buy |
+4,513
| New | +$1.61M | 1.8% | 9 |
|
|
2022
Q4 | $1.41M | Buy |
4,552
+17
| +0.4% | +$5.25K | 2% | 6 |
|
|
2022
Q3 | $1.21M | Buy |
4,535
+20
| +0.4% | +$5.34K | 1.95% | 7 |
|
|
2022
Q2 | $1.23M | Sell |
4,515
-60
| -1% | -$16.4K | 1.92% | 7 |
|
|
2022
Q1 | $1.37M | Buy |
4,575
+24
| +0.5% | +$7.18K | 1.68% | 9 |
|
|
2021
Q4 | $1.24M | Buy |
+4,551
| New | +$1.24M | 1.65% | 10 |
|