Winthrop Advisory Group’s Berkshire Hathaway Class B BRK.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.25M | Sell |
8,746
-62
| -0.7% | -$30.1K | 0.41% | 37 |
|
|
2025
Q1 | $4.69M | Buy |
8,808
+45
| +0.5% | +$24K | 0.56% | 24 |
|
|
2024
Q4 | $3.97M | Sell |
8,763
-160
| -2% | -$72.5K | 0.48% | 32 |
|
|
2024
Q3 | $4.11M | Sell |
8,923
-62
| -0.7% | -$28.5K | 0.51% | 26 |
|
|
2024
Q2 | $3.65M | Sell |
8,985
-207
| -2% | -$84.2K | 0.5% | 28 |
|
|
2024
Q1 | $3.87M | Buy |
9,192
+53
| +0.6% | +$22.3K | 0.56% | 27 |
|
|
2023
Q4 | $3.26M | Buy |
9,139
+1,552
| +20% | +$554K | 0.51% | 29 |
|
|
2023
Q3 | $2.66M | Sell |
7,587
-524
| -6% | -$184K | 0.44% | 28 |
|
|
2023
Q2 | $2.77M | Buy |
8,111
+692
| +9% | +$236K | 0.44% | 28 |
|
|
2023
Q1 | $2.29M | Buy |
7,419
+82
| +1% | +$25.3K | 0.4% | 31 |
|
|
2022
Q4 | $2.27M | Buy |
7,337
+84
| +1% | +$25.9K | 0.43% | 30 |
|
|
2022
Q3 | $1.94M | Buy |
7,253
+28
| +0.4% | +$7.48K | 0.41% | 29 |
|
|
2022
Q2 | $1.97M | Buy |
7,225
+134
| +2% | +$36.6K | 0.46% | 29 |
|
|
2022
Q1 | $2.5M | Buy |
7,091
+44
| +0.6% | +$15.5K | 0.52% | 24 |
|
|
2021
Q4 | $2.11M | Sell |
7,047
-55
| -0.8% | -$16.4K | 0.42% | 27 |
|
|
2021
Q3 | $1.94M | Buy |
7,102
+330
| +5% | +$90.1K | 0.43% | 29 |
|
|
2021
Q2 | $1.88M | Buy |
6,772
+46
| +0.7% | +$12.8K | 0.42% | 27 |
|
|
2021
Q1 | $1.72M | Buy |
6,726
+14
| +0.2% | +$3.58K | 0.42% | 27 |
|
|
2020
Q4 | $1.56M | Hold |
6,712
| – | – | 0.41% | 26 |
|
|
2020
Q3 | $1.43M | Buy |
6,712
+105
| +2% | +$22.3K | 0.44% | 27 |
|
|
2020
Q2 | $1.18M | Sell |
6,607
-325
| -5% | -$57.8K | 0.42% | 27 |
|
|
2020
Q1 | $1.27M | Sell |
6,932
-498
| -7% | -$91K | 0.51% | 24 |
|
|
2019
Q4 | $1.68M | Buy |
7,430
+268
| +4% | +$60.7K | 0.61% | 25 |
|
|
2019
Q3 | $1.49M | Sell |
7,162
-150
| -2% | -$31.2K | 0.59% | 25 |
|
|
2019
Q2 | $1.56M | Sell |
7,312
-420
| -5% | -$89.5K | 0.65% | 26 |
|
|
2019
Q1 | $1.57M | Buy |
7,732
+319
| +4% | +$64.6K | 0.69% | 23 |
|
|
2018
Q4 | $1.51M | Sell |
7,413
-68
| -0.9% | -$13.9K | 0.77% | 21 |
|
|
2018
Q3 | $1.6M | Sell |
7,481
-250
| -3% | -$53.5K | 0.9% | 16 |
|
|
2018
Q2 | $1.44M | Buy |
7,731
+20
| +0.3% | +$3.73K | 0.95% | 15 |
|
|
2018
Q1 | $1.52M | Sell |
7,711
-125
| -2% | -$24.6K | 1.07% | 14 |
|
|
2017
Q4 | $1.61M | Buy |
+7,836
| New | +$1.61M | 1.14% | 14 |
|