Wilson & Boucher Capital 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 | $543K | Buy |
1,118
+13
| +1% | +$6.32K | 0.38% | 71 |
|
2025
Q1 | $589K | Hold |
1,105
| – | – | 0.44% | 62 |
|
2024
Q4 | $501K | Hold |
1,105
| – | – | 0.35% | 74 |
|
2024
Q3 | $509K | Sell |
1,105
-60
| -5% | -$27.6K | 0.35% | 75 |
|
2024
Q2 | $474K | Sell |
1,165
-12
| -1% | -$4.88K | 0.36% | 71 |
|
2024
Q1 | $495K | Buy |
1,177
+72
| +7% | +$30.3K | 0.39% | 68 |
|
2023
Q4 | $394K | Buy |
1,105
+10
| +0.9% | +$3.57K | 0.33% | 78 |
|
2023
Q3 | $384K | Hold |
1,095
| – | – | 0.36% | 69 |
|
2023
Q2 | $373K | Hold |
1,095
| – | – | 0.34% | 74 |
|
2023
Q1 | $338K | Buy |
1,095
+15
| +1% | +$4.63K | 0.33% | 76 |
|
2022
Q4 | $334K | Sell |
1,080
-20
| -2% | -$6.18K | 0.34% | 75 |
|
2022
Q3 | $294K | Hold |
1,100
| – | – | 0.34% | 76 |
|
2022
Q2 | $300K | Hold |
1,100
| – | – | 0.33% | 77 |
|
2022
Q1 | $388K | Hold |
1,100
| – | – | 0.35% | 75 |
|
2021
Q4 | $329K | Buy |
+1,100
| New | +$329K | 0.3% | 83 |
|