WGCA
Wolf Group Capital Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $6.23M | Sell |
11,692
-1,393
| -11% | -$742K | 2.09% | 11 |
|
|
2024
Q4 | $4.46M | Hold |
13,085
| – | – | 2.16% | 10 |
|
|
2024
Q3 | $4.46M | Sell |
13,085
-931
| -7% | -$317K | 2.12% | 10 |
|
|
2024
Q2 | $5.7M | Buy |
14,016
+931
| +7% | +$379K | 2.25% | 9 |
|
|
2024
Q1 | $4.46M | Hold |
13,085
| – | – | 2.12% | 10 |
|
|
2023
Q4 | $4.46M | Buy |
13,085
+170
| +1% | +$58K | 2.12% | 10 |
|
|
2023
Q3 | $4.52M | Sell |
12,915
-19
| -0.1% | -$6.66K | 2.14% | 10 |
|
|
2023
Q2 | $4.18M | Sell |
12,934
-416
| -3% | -$134K | 2.08% | 9 |
|
|
2023
Q1 | $4.12M | Sell |
13,350
-1,422
| -10% | -$439K | 2.05% | 9 |
|
|
2022
Q4 | $4.56M | Sell |
14,772
-1,138
| -7% | -$352K | 2.15% | 9 |
|
|
2022
Q3 | $4.25M | Sell |
15,910
-15
| -0.1% | -$4.01K | 2.33% | 9 |
|
|
2022
Q2 | $4.35M | Sell |
15,925
-561
| -3% | -$153K | 2.26% | 9 |
|
|
2022
Q1 | $5.82M | Sell |
16,486
-16,890
| -51% | -$5.96M | 2.98% | 5 |
|
|
2021
Q4 | $9.98M | Buy |
33,376
+16,926
| +103% | +$5.06M | 1.63% | 17 |
|
|
2021
Q3 | $4.49M | Sell |
16,450
-4,730
| -22% | -$1.29M | 2.45% | 8 |
|
|
2021
Q2 | $5.89M | Buy |
21,180
+406
| +2% | +$113K | 3.16% | 4 |
|
|
2021
Q1 | $5.31M | Buy |
20,774
+1,000
| +5% | +$255K | 3.06% | 4 |
|
|
2020
Q4 | $4.59M | Sell |
19,774
-88
| -0.4% | -$20.4K | 2.84% | 6 |
|
|
2020
Q3 | $4.23M | Sell |
19,862
-115
| -0.6% | -$24.5K | 2.94% | 6 |
|
|
2020
Q2 | $3.57M | Buy |
19,977
+362
| +2% | +$64.6K | 2.66% | 7 |
|
|
2020
Q1 | $3.59M | Buy |
19,615
+79
| +0.4% | +$14.4K | 2.99% | 7 |
|
|
2019
Q4 | $4.43M | Buy |
19,536
+205
| +1% | +$46.4K | 2.91% | 9 |
|
|
2019
Q3 | $4.02M | Buy |
19,331
+792
| +4% | +$165K | 2.77% | 9 |
|
|
2019
Q2 | $3.95M | Sell |
18,539
-824
| -4% | -$176K | 2.74% | 10 |
|
|
2019
Q1 | $3.89M | Buy |
19,363
+447
| +2% | +$89.8K | 2.67% | 10 |
|
|
2018
Q4 | $3.86M | Buy |
18,916
+575
| +3% | +$117K | 2.88% | 7 |
|
|
2018
Q3 | $3.93M | Sell |
18,341
-207
| -1% | -$44.3K | 2.57% | 9 |
|
|
2018
Q2 | $3.46M | Buy |
18,548
+2,367
| +15% | +$442K | 2.26% | 9 |
|
|
2018
Q1 | $3.23M | Buy |
16,181
+4,540
| +39% | +$906K | 2.14% | 9 |
|
|
2017
Q4 | $2.31M | Buy |
11,641
+859
| +8% | +$170K | 1.44% | 25 |
|
|
2017
Q3 | $2.03M | Sell |
10,782
-1,697
| -14% | -$319K | 1.41% | 27 |
|
|
2017
Q2 | $2.11M | Sell |
12,479
-2,501
| -17% | -$424K | 1.63% | 24 |
|
|
2017
Q1 | $2.5M | Buy |
14,980
+786
| +6% | +$131K | 1.64% | 24 |
|
|
2016
Q4 | $2.31M | Buy |
14,194
+3,635
| +34% | +$592K | 1.55% | 24 |
|
|
2016
Q3 | $1.53M | Buy |
10,559
+4,179
| +66% | +$604K | 1.06% | 40 |
|
|
2016
Q2 | $924K | Buy |
6,380
+4,140
| +185% | +$600K | 0.68% | 57 |
|
|
2016
Q1 | $318K | Sell |
2,240
-15,755
| -88% | -$2.24M | 0.24% | 77 |
|
|
2015
Q4 | $372K | Sell |
17,995
-60,250
| -77% | -$1.25M | 0.28% | 82 |
|
|
2015
Q3 | $1.7M | Buy |
78,245
+3,200
| +4% | +$69.6K | 1.37% | 29 |
|
|
2015
Q2 | $1.63M | Buy |
+75,045
| New | +$1.63M | 1.09% | 36 |
|