WAG
Windsor Advisory Group’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 | $2.89M | Buy |
5,940
+482
| +9% | +$234K | 4.1% | 5 |
|
|
2025
Q1 | $2.91M | Sell |
5,458
-99
| -2% | -$52.7K | 3.76% | 5 |
|
|
2024
Q4 | $2.52M | Sell |
5,557
-13
| -0.2% | -$5.89K | 2.93% | 5 |
|
|
2024
Q3 | $2.56M | Sell |
5,570
-2,373
| -30% | -$1.09M | 2.89% | 5 |
|
|
2024
Q2 | $3.23M | Buy |
7,943
+73
| +0.9% | +$29.7K | 6.48% | 4 |
|
|
2024
Q1 | $3.31M | Buy |
7,870
+750
| +11% | +$315K | 9.32% | 2 |
|
|
2023
Q4 | $2.54M | Hold |
7,120
| – | – | 7.55% | 3 |
|
|
2023
Q3 | $2.49M | Hold |
7,120
| – | – | 5.93% | 4 |
|
|
2023
Q2 | $2.43M | Sell |
7,120
-6
| -0.1% | -$2.05K | 6% | 5 |
|
|
2023
Q1 | $2.2M | Sell |
7,126
-435
| -6% | -$134K | 5.27% | 7 |
|
|
2022
Q4 | $2.34M | Buy |
+7,561
| New | +$2.34M | 6.19% | 4 |
|