WAS
Winch Advisory Services’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 | $12M | Sell |
24,713
-586
| -2% | -$285K | 2.93% | 11 |
|
|
2025
Q1 | $13.5M | Sell |
25,299
-229
| -0.9% | -$122K | 3.56% | 10 |
|
|
2024
Q4 | $11.6M | Sell |
25,528
-308
| -1% | -$140K | 3.01% | 13 |
|
|
2024
Q3 | $11.9M | Sell |
25,836
-198
| -0.8% | -$91.1K | 3.29% | 12 |
|
|
2024
Q2 | $10.6M | Buy |
26,034
+40
| +0.2% | +$16.3K | 3.03% | 13 |
|
|
2024
Q1 | $10.9M | Buy |
25,994
+176
| +0.7% | +$74K | 3.34% | 12 |
|
|
2023
Q4 | $9.21M | Buy |
25,818
+156
| +0.6% | +$55.6K | 3.05% | 11 |
|
|
2023
Q3 | $8.99M | Buy |
25,662
+122
| +0.5% | +$42.7K | 3.3% | 10 |
|
|
2023
Q2 | $8.71M | Sell |
25,540
-108
| -0.4% | -$36.8K | 3.13% | 10 |
|
|
2023
Q1 | $7.92M | Buy |
25,648
+84
| +0.3% | +$25.9K | 3.07% | 10 |
|
|
2022
Q4 | $7.9M | Sell |
25,564
-620
| -2% | -$192K | 3.37% | 8 |
|
|
2022
Q3 | $6.99M | Sell |
26,184
-453
| -2% | -$121K | 3% | 9 |
|
|
2022
Q2 | $7.27M | Sell |
26,637
-1,076
| -4% | -$294K | 2.97% | 10 |
|
|
2022
Q1 | $9.78M | Sell |
27,713
-816
| -3% | -$288K | 3.4% | 7 |
|
|
2021
Q4 | $8.53M | Buy |
28,529
+339
| +1% | +$101K | 2.82% | 12 |
|
|
2021
Q3 | $7.69M | Buy |
28,190
+236
| +0.8% | +$64.4K | 2.68% | 12 |
|
|
2021
Q2 | $7.77M | Buy |
27,954
+399
| +1% | +$111K | 2.79% | 13 |
|
|
2021
Q1 | $7.04M | Buy |
27,555
+776
| +3% | +$198K | 2.82% | 12 |
|
|
2020
Q4 | $6.21M | Buy |
26,779
+13
| +0% | +$3.01K | 2.58% | 12 |
|
|
2020
Q3 | $5.7M | Sell |
26,766
-323
| -1% | -$68.8K | 2.41% | 11 |
|
|
2020
Q2 | $4.84M | Buy |
27,089
+13,382
| +98% | +$2.39M | 2.3% | 13 |
|
|
2020
Q1 | $2.51M | Sell |
13,707
-8,128
| -37% | -$1.49M | 1.25% | 14 |
|
|
2019
Q4 | $4.95M | Buy |
21,835
+367
| +2% | +$83.1K | 2.35% | 12 |
|
|
2019
Q3 | $4.47M | Sell |
21,468
-148
| -0.7% | -$30.8K | 2.33% | 12 |
|
|
2019
Q2 | $4.61M | Buy |
21,616
+541
| +3% | +$115K | 2.4% | 14 |
|
|
2019
Q1 | $4.23M | Sell |
21,075
-5,529
| -21% | -$1.11M | 2.34% | 11 |
|
|
2018
Q4 | $5.43M | Sell |
26,604
-295
| -1% | -$60.2K | 3.02% | 10 |
|
|
2018
Q3 | $5.76M | Buy |
26,899
+201
| +0.8% | +$43K | 2.89% | 7 |
|
|
2018
Q2 | $2.98M | Buy |
26,698
+3,579
| +15% | +$400K | 1.61% | 24 |
|
|
2018
Q1 | $4.61M | Buy |
23,119
+1,938
| +9% | +$387K | 2.7% | 12 |
|
|
2017
Q4 | $4.2M | Buy |
21,181
+2,312
| +12% | +$458K | 2.52% | 17 |
|
|
2017
Q3 | $3.46M | Buy |
+18,869
| New | +$3.46M | 2.25% | 18 |
|
|
2017
Q2 | – | Sell |
-14,097
| Closed | -$2.35M | – | 302 |
|
|
2017
Q1 | $2.35M | Buy |
14,097
+1,387
| +11% | +$231K | 1.49% | 24 |
|
|
2016
Q4 | $2.07M | Sell |
12,710
-1,229
| -9% | -$200K | 1.43% | 24 |
|
|
2016
Q3 | $2.01M | Buy |
13,939
+727
| +6% | +$105K | 1.64% | 27 |
|
|
2016
Q2 | $1.91M | Sell |
13,212
-2,157
| -14% | -$312K | 2.32% | 12 |
|
|
2016
Q1 | $2.18M | Buy |
15,369
+14,244
| +1,266% | +$2.02M | 3.52% | 11 |
|
|
2015
Q4 | $149K | Buy |
1,125
+12
| +1% | +$1.59K | 0.17% | 33 |
|
|
2015
Q3 | $145K | Sell |
1,113
-31,110
| -97% | -$4.05M | 0.21% | 39 |
|
|
2015
Q2 | $4.39M | Sell |
32,223
-75,682
| -70% | -$10.3M | 2.4% | 9 |
|
|
2015
Q1 | $15.6M | Buy |
+107,905
| New | +$15.6M | 9.07% | 1 |
|
|
2014
Q4 | – | Sell |
-102,157
| Closed | -$14.1M | – | 56 |
|
|
2014
Q3 | $14.1M | Buy |
102,157
+40,230
| +65% | +$5.56M | 9.05% | 1 |
|
|
2014
Q2 | $7.84M | Buy |
61,927
+1,922
| +3% | +$243K | 4.6% | 3 |
|
|
2014
Q1 | $7.5M | Buy |
+60,005
| New | +$7.5M | 4.75% | 3 |
|