WPA
Winning Points Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $317K | Buy |
+888
| New | +$317K | 0.54% | 26 |
|
|
2024
Q1 | $424K | Hold |
1,188
| – | – | 0.65% | 26 |
|
|
2023
Q4 | $424K | Buy |
1,188
+300
| +34% | +$107K | 0.65% | 26 |
|
|
2023
Q3 | $317K | Sell |
888
-300
| -25% | -$107K | 0.56% | 26 |
|
|
2023
Q2 | $424K | Sell |
1,188
-3,823
| -76% | -$1.36M | 0.65% | 26 |
|
|
2023
Q1 | $1.55M | Hold |
5,011
| – | – | 1.71% | 12 |
|
|
2022
Q4 | $1.55M | Hold |
5,011
| – | – | 1.97% | 11 |
|
|
2022
Q3 | $1.36M | Sell |
5,011
-4,650
| -48% | -$1.26M | 1.66% | 15 |
|
|
2022
Q2 | $2.63M | Sell |
9,661
-1,150
| -11% | -$314K | 2.89% | 7 |
|
|
2022
Q1 | $3.82M | Sell |
10,811
-1,216
| -10% | -$429K | 2.96% | 8 |
|
|
2021
Q4 | $2.56M | Sell |
12,027
-184
| -2% | -$39.2K | 1.86% | 18 |
|
|
2021
Q3 | $3.33M | Buy |
12,211
+306
| +3% | +$83.5K | 2.44% | 10 |
|
|
2021
Q2 | $2.86M | Sell |
11,905
-306
| -3% | -$73.4K | 2.14% | 15 |
|
|
2021
Q1 | $2.74M | Buy |
12,211
+55
| +0.5% | +$12.3K | 2.05% | 15 |
|
|
2020
Q4 | $2.53M | Buy |
12,156
+59
| +0.5% | +$12.3K | 2.03% | 14 |
|
|
2020
Q3 | $2.57M | Buy |
12,097
+141
| +1% | +$30K | 2.19% | 13 |
|
|
2020
Q2 | $2.13M | Sell |
11,956
-71
| -0.6% | -$12.7K | 2.03% | 16 |
|
|
2020
Q1 | $2.19M | Hold |
12,027
| – | – | 2.14% | 18 |
|
|
2019
Q4 | $3.88M | Hold |
12,027
| – | – | 2.48% | 13 |
|
|
2019
Q3 | $2.5M | Hold |
12,027
| – | – | 1.8% | 19 |
|
|
2019
Q2 | $2.56M | Buy |
12,027
+71
| +0.6% | +$15.1K | 1.86% | 18 |
|
|
2019
Q1 | $2.4M | Hold |
11,956
| – | – | 1.86% | 17 |
|
|
2018
Q4 | $2.42M | Hold |
11,956
| – | – | 2.08% | 16 |
|
|
2018
Q3 | $2.28M | Hold |
11,956
| – | – | 1.67% | 17 |
|
|
2018
Q2 | $2.23M | Hold |
11,956
| – | – | 1.78% | 16 |
|
|
2018
Q1 | $2.35M | Hold |
11,956
| – | – | 1.91% | 15 |
|
|
2017
Q4 | $2.37M | Hold |
11,956
| – | – | 1.93% | 16 |
|
|
2017
Q3 | $3.12M | Buy |
11,956
+300
| +3% | +$78.2K | 2.69% | 10 |
|
|
2017
Q2 | $2.82M | Sell |
11,656
-500
| -4% | -$121K | 2.75% | 9 |
|
|
2017
Q1 | $2.03M | Buy |
12,156
+200
| +2% | +$33.3K | 1.98% | 17 |
|
|
2016
Q4 | $1.95M | Buy |
+11,956
| New | +$1.95M | 2.13% | 15 |
|