WAM
Winslow Asset 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 | $785K | Sell |
1,616
-160
| -9% | -$77.7K | 0.16% | 51 |
|
|
2025
Q1 | $946K | Sell |
1,776
-30
| -2% | -$16K | 0.21% | 49 |
|
|
2024
Q4 | $818K | Hold |
1,806
| – | – | 0.16% | 52 |
|
|
2024
Q3 | $831K | Sell |
1,806
-8
| -0.4% | -$3.68K | 0.15% | 54 |
|
|
2024
Q2 | $738K | Sell |
1,814
-80
| -4% | -$32.5K | 0.15% | 54 |
|
|
2024
Q1 | $796K | Sell |
1,894
-30
| -2% | -$12.6K | 0.15% | 55 |
|
|
2023
Q4 | $686K | Buy |
1,924
+5
| +0.3% | +$1.78K | 0.14% | 55 |
|
|
2023
Q3 | $672K | Hold |
1,919
| – | – | 0.16% | 53 |
|
|
2023
Q2 | $654K | Sell |
1,919
-10
| -0.5% | -$3.41K | 0.14% | 53 |
|
|
2023
Q1 | $596K | Hold |
1,929
| – | – | 0.14% | 53 |
|
|
2022
Q4 | $596K | Sell |
1,929
-50
| -3% | -$15.4K | 0.14% | 56 |
|
|
2022
Q3 | $528K | Sell |
1,979
-65
| -3% | -$17.3K | 0.14% | 57 |
|
|
2022
Q2 | $558K | Hold |
2,044
| – | – | 0.13% | 58 |
|
|
2022
Q1 | $721K | Buy |
2,044
+25
| +1% | +$8.82K | 0.14% | 59 |
|
|
2021
Q4 | $604K | Sell |
2,019
-75
| -4% | -$22.4K | 0.11% | 63 |
|
|
2021
Q3 | $571K | Buy |
2,094
+10
| +0.5% | +$2.73K | 0.11% | 64 |
|
|
2021
Q2 | $579K | Buy |
2,084
+10
| +0.5% | +$2.78K | 0.11% | 63 |
|
|
2021
Q1 | $530K | Buy |
2,074
+30
| +1% | +$7.67K | 0.11% | 60 |
|
|
2020
Q4 | $474K | Sell |
2,044
-36
| -2% | -$8.35K | 0.1% | 63 |
|
|
2020
Q3 | $443K | Sell |
2,080
-67
| -3% | -$14.3K | 0.11% | 63 |
|
|
2020
Q2 | $383K | Sell |
2,147
-50
| -2% | -$8.92K | 0.1% | 62 |
|
|
2020
Q1 | $402K | Sell |
2,197
-651
| -23% | -$119K | 0.13% | 62 |
|
|
2019
Q4 | $645K | Hold |
2,848
| – | – | 0.15% | 63 |
|
|
2019
Q3 | $592K | Sell |
2,848
-145
| -5% | -$30.1K | 0.15% | 64 |
|
|
2019
Q2 | $638K | Buy |
2,993
+137
| +5% | +$29.2K | 0.14% | 65 |
|
|
2019
Q1 | $574K | Sell |
2,856
-205
| -7% | -$41.2K | 0.12% | 66 |
|
|
2018
Q4 | $625K | Buy |
3,061
+63
| +2% | +$12.9K | 0.15% | 67 |
|
|
2018
Q3 | $642K | Buy |
2,998
+10
| +0.3% | +$2.14K | 0.12% | 67 |
|
|
2018
Q2 | $558K | Buy |
2,988
+301
| +11% | +$56.2K | 0.1% | 68 |
|
|
2018
Q1 | $536K | Buy |
2,687
+1,287
| +92% | +$257K | 0.1% | 67 |
|
|
2017
Q4 | $278K | Hold |
1,400
| – | – | 0.05% | 82 |
|
|
2017
Q3 | $257K | Buy |
1,400
+150
| +12% | +$27.5K | 0.05% | 83 |
|
|
2017
Q2 | $212K | Hold |
1,250
| – | – | 0.04% | 86 |
|
|
2017
Q1 | $208K | Hold |
1,250
| – | – | 0.04% | 88 |
|
|
2016
Q4 | $204K | Sell |
1,250
-160
| -11% | -$26.1K | 0.04% | 88 |
|
|
2016
Q3 | $204K | Buy |
+1,410
| New | +$204K | 0.05% | 85 |
|
|
2016
Q2 | – | Sell |
-1,498
| Closed | -$213K | – | 89 |
|
|
2016
Q1 | $213K | Buy |
+1,498
| New | +$213K | 0.05% | 82 |
|