WCAMG
Woodard & Company Asset Management Group’s Berkshire Hathaway Class A BRK.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $729K | Hold |
1
| – | – | 0.13% | 65 |
|
|
2025
Q1 | $798K | Hold |
1
| – | – | 0.17% | 57 |
|
|
2024
Q4 | $681K | Hold |
1
| – | – | 0.15% | 65 |
|
|
2024
Q3 | $691K | Hold |
1
| – | – | 0.16% | 59 |
|
|
2024
Q2 | $612K | Hold |
1
| – | – | 0.15% | 57 |
|
|
2024
Q1 | $634K | Hold |
1
| – | – | 0.17% | 53 |
|
|
2023
Q4 | $543K | Hold |
1
| – | – | 0.16% | 55 |
|
|
2023
Q3 | $531K | Hold |
1
| – | – | 0.18% | 49 |
|
|
2023
Q2 | $518K | Hold |
1
| – | – | 0.17% | 56 |
|
|
2023
Q1 | $466K | Hold |
1
| – | – | 0.16% | 53 |
|
|
2022
Q4 | $469K | Hold |
1
| – | – | 0.17% | 54 |
|
|
2022
Q3 | $406K | Hold |
1
| – | – | 0.19% | 53 |
|
|
2022
Q2 | $409K | Sell |
1
-1
| -50% | -$409K | 0.17% | 55 |
|
|
2022
Q1 | $1.06M | Hold |
2
| – | – | 0.44% | 37 |
|
|
2021
Q4 | $901K | Hold |
2
| – | – | 0.43% | 38 |
|
|
2021
Q3 | $823K | Hold |
2
| – | – | 0.51% | 35 |
|
|
2021
Q2 | $837K | Hold |
2
| – | – | 0.5% | 36 |
|
|
2021
Q1 | $771K | Hold |
2
| – | – | 0.49% | 36 |
|
|
2020
Q4 | $696K | Buy |
2
+1
| +100% | +$348K | 0.43% | 32 |
|
|
2020
Q3 | $320K | Hold |
1
| – | – | 0.21% | 48 |
|
|
2020
Q2 | $267K | Hold |
1
| – | – | 0.18% | 51 |
|
|
2020
Q1 | $272K | Hold |
1
| – | – | 0.2% | 50 |
|
|
2019
Q4 | $340K | Hold |
1
| – | – | 0.2% | 51 |
|
|
2019
Q3 | $312K | Hold |
1
| – | – | 0.2% | 51 |
|
|
2019
Q2 | $318K | Hold |
1
| – | – | 2.46% | 13 |
|
|
2019
Q1 | $301K | Hold |
1
| – | – | 2.53% | 15 |
|
|
2018
Q4 | $306K | Hold |
1
| – | – | 3.1% | 13 |
|
|
2018
Q3 | $320K | Buy |
+1
| New | +$320K | 0.29% | 40 |
|
|
2018
Q1 | – | Sell |
-1
| Closed | -$298K | – | 204 |
|
|
2017
Q4 | $298K | Buy |
+1
| New | +$298K | 0.26% | 41 |
|