Willow Creek Wealth Management’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 | $489K | Sell |
1,006
-41
| -4% | -$19.9K | 0.04% | 101 |
|
|
2025
Q1 | $558K | Sell |
1,047
-176
| -14% | -$93.7K | 0.05% | 85 |
|
|
2024
Q4 | $554K | Sell |
1,223
-25
| -2% | -$11.3K | 0.06% | 85 |
|
|
2024
Q3 | $574K | Buy |
1,248
+20
| +2% | +$9.21K | 0.06% | 83 |
|
|
2024
Q2 | $500K | Buy |
1,228
+83
| +7% | +$33.8K | 0.06% | 83 |
|
|
2024
Q1 | $481K | Sell |
1,145
-355
| -24% | -$149K | 0.06% | 85 |
|
|
2023
Q4 | $535K | Buy |
1,500
+286
| +24% | +$102K | 0.07% | 81 |
|
|
2023
Q3 | $425K | Sell |
1,214
-393
| -24% | -$138K | 0.06% | 84 |
|
|
2023
Q2 | $548K | Buy |
1,607
+314
| +24% | +$107K | 0.08% | 80 |
|
|
2023
Q1 | $399K | Sell |
1,293
-1
| -0.1% | -$309 | 0.06% | 85 |
|
|
2022
Q4 | $400K | Sell |
1,294
-392
| -23% | -$121K | 0.07% | 80 |
|
|
2022
Q3 | $450K | Buy |
1,686
+217
| +15% | +$57.9K | 0.09% | 71 |
|
|
2022
Q2 | $401K | Buy |
1,469
+342
| +30% | +$93.4K | 0.07% | 77 |
|
|
2022
Q1 | $398K | Buy |
1,127
+33
| +3% | +$11.7K | 0.08% | 72 |
|
|
2021
Q4 | $327K | Sell |
1,094
-147
| -12% | -$43.9K | 0.07% | 92 |
|
|
2021
Q3 | $339K | Hold |
1,241
| – | – | 0.08% | 80 |
|
|
2021
Q2 | $345K | Buy |
1,241
+59
| +5% | +$16.4K | 0.08% | 76 |
|
|
2021
Q1 | $302K | Sell |
1,182
-221
| -16% | -$56.5K | 0.11% | 70 |
|
|
2020
Q4 | $325K | Buy |
1,403
+221
| +19% | +$51.2K | 0.12% | 60 |
|
|
2020
Q3 | $252K | Sell |
1,182
-269
| -19% | -$57.4K | 0.1% | 68 |
|
|
2020
Q2 | $259K | Hold |
1,451
| – | – | 0.12% | 57 |
|
|
2020
Q1 | $265K | Hold |
1,451
| – | – | 0.13% | 47 |
|
|
2019
Q4 | $329K | Buy |
1,451
+13
| +0.9% | +$2.95K | 0.15% | 52 |
|
|
2019
Q3 | $299K | Hold |
1,438
| – | – | 0.14% | 57 |
|
|
2019
Q2 | $307K | Hold |
1,438
| – | – | 0.15% | 53 |
|
|
2019
Q1 | $289K | Hold |
1,438
| – | – | 0.15% | 50 |
|
|
2018
Q4 | $294K | Hold |
1,438
| – | – | 0.16% | 46 |
|
|
2018
Q3 | $308K | Sell |
1,438
-76
| -5% | -$16.3K | 0.17% | 45 |
|
|
2018
Q2 | $283K | Buy |
1,514
+353
| +30% | +$66K | 0.16% | 50 |
|
|
2018
Q1 | $232K | Buy |
+1,161
| New | +$232K | 0.12% | 61 |
|