WMG Financial Advisors’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 | $1.59M | Buy |
3,267
+140
| +4% | +$68K | 0.59% | 30 |
|
|
2025
Q1 | $1.67M | Buy |
3,127
+15
| +0.5% | +$7.99K | 0.71% | 25 |
|
|
2024
Q4 | $1.41M | Buy |
3,112
+328
| +12% | +$149K | 0.61% | 30 |
|
|
2024
Q3 | $1.28M | Buy |
2,784
+184
| +7% | +$84.7K | 0.58% | 33 |
|
|
2024
Q2 | $1.06M | Buy |
2,600
+226
| +10% | +$91.9K | 0.56% | 36 |
|
|
2024
Q1 | $998K | Buy |
2,374
+172
| +8% | +$72.3K | 0.57% | 39 |
|
|
2023
Q4 | $785K | Sell |
2,202
-24
| -1% | -$8.56K | 0.51% | 41 |
|
|
2023
Q3 | $780K | Buy |
2,226
+20
| +0.9% | +$7.01K | 0.66% | 37 |
|
|
2023
Q2 | $752K | Buy |
2,206
+610
| +38% | +$208K | 0.55% | 46 |
|
|
2023
Q1 | $698K | Sell |
1,596
-711
| -31% | -$311K | 0.58% | 44 |
|
|
2022
Q4 | $713K | Sell |
2,307
-99
| -4% | -$30.6K | 0.61% | 48 |
|
|
2022
Q3 | $644K | Buy |
2,406
+90
| +4% | +$24.1K | 0.58% | 49 |
|
|
2022
Q2 | $631K | Buy |
2,316
+735
| +46% | +$200K | 0.55% | 50 |
|
|
2022
Q1 | $557K | Buy |
1,581
+235
| +17% | +$82.8K | 0.41% | 60 |
|
|
2021
Q4 | $402K | Buy |
+1,346
| New | +$402K | 0.31% | 84 |
|