WCM
Windsor Capital Management’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 | $586K | Buy |
1,206
+5
| +0.4% | +$2.43K | 0.17% | 80 |
|
|
2025
Q1 | $640K | Hold |
1,201
| – | – | 0.2% | 72 |
|
|
2024
Q4 | $544K | Buy |
1,201
+315
| +36% | +$143K | 0.16% | 81 |
|
|
2024
Q3 | $408K | Buy |
886
+53
| +6% | +$24.4K | 0.12% | 92 |
|
|
2024
Q2 | $339K | Hold |
833
| – | – | 0.1% | 94 |
|
|
2024
Q1 | $350K | Hold |
833
| – | – | 0.11% | 92 |
|
|
2023
Q4 | $297K | Hold |
833
| – | – | 0.1% | 94 |
|
|
2023
Q3 | $292K | Hold |
833
| – | – | 0.1% | 94 |
|
|
2023
Q2 | $284K | Hold |
833
| – | – | 0.09% | 94 |
|
|
2023
Q1 | $257K | Hold |
833
| – | – | 0.09% | 96 |
|
|
2022
Q4 | $257K | Buy |
+833
| New | +$257K | 0.09% | 97 |
|
|
2015
Q4 | – | Sell |
-511
| Closed | -$66K | – | 145 |
|
|
2015
Q3 | $66K | Buy |
+511
| New | +$66K | 0.04% | 146 |
|
|
2014
Q1 | – | Sell |
-896
| Closed | -$106K | – | 107 |
|
|
2013
Q4 | $106K | Sell |
896
-255
| -22% | -$30.2K | 0.06% | 117 |
|
|
2013
Q3 | $131K | Buy |
1,151
+301
| +35% | +$34.3K | 0.08% | 90 |
|
|
2013
Q2 | $95K | Buy |
+850
| New | +$95K | 0.06% | 107 |
|