WCAMG
Woodard & Company Asset Management Group’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 | $3.93M | Buy |
8,093
+101
| +1% | +$49.1K | 0.72% | 25 |
|
|
2025
Q1 | $4.26M | Sell |
7,992
-2,331
| -23% | -$1.24M | 0.89% | 21 |
|
|
2024
Q4 | $4.68M | Buy |
10,323
+795
| +8% | +$360K | 1.01% | 17 |
|
|
2024
Q3 | $4.39M | Buy |
9,528
+317
| +3% | +$146K | 0.99% | 20 |
|
|
2024
Q2 | $3.75M | Buy |
9,211
+307
| +3% | +$125K | 0.93% | 20 |
|
|
2024
Q1 | $3.74M | Sell |
8,904
-2,597
| -23% | -$1.09M | 1% | 20 |
|
|
2023
Q4 | $4.1M | Buy |
11,501
+5,255
| +84% | +$1.87M | 1.2% | 15 |
|
|
2023
Q3 | $2.19M | Buy |
6,246
+13
| +0.2% | +$4.55K | 0.74% | 25 |
|
|
2023
Q2 | $2.13M | Sell |
6,233
-98
| -2% | -$33.4K | 0.71% | 29 |
|
|
2023
Q1 | $1.95M | Buy |
6,331
+181
| +3% | +$55.9K | 0.68% | 31 |
|
|
2022
Q4 | $1.9M | Buy |
6,150
+267
| +5% | +$82.5K | 0.67% | 30 |
|
|
2022
Q3 | $1.57M | Buy |
5,883
+343
| +6% | +$91.6K | 0.72% | 29 |
|
|
2022
Q2 | $1.51M | Sell |
5,540
-128
| -2% | -$34.9K | 0.62% | 27 |
|
|
2022
Q1 | $2M | Sell |
5,668
-906
| -14% | -$320K | 0.84% | 23 |
|
|
2021
Q4 | $1.97M | Sell |
6,574
-31
| -0.5% | -$9.27K | 0.93% | 19 |
|
|
2021
Q3 | $1.8M | Sell |
6,605
-1,047
| -14% | -$286K | 1.11% | 16 |
|
|
2021
Q2 | $2.13M | Buy |
7,652
+230
| +3% | +$63.9K | 1.27% | 11 |
|
|
2021
Q1 | $1.9M | Buy |
7,422
+359
| +5% | +$91.7K | 1.21% | 15 |
|
|
2020
Q4 | $1.64M | Buy |
7,063
+231
| +3% | +$53.6K | 1% | 14 |
|
|
2020
Q3 | $1.46M | Buy |
6,832
+119
| +2% | +$25.3K | 0.95% | 18 |
|
|
2020
Q2 | $1.2M | Buy |
6,713
+115
| +2% | +$20.5K | 0.81% | 22 |
|
|
2020
Q1 | $1.21M | Buy |
6,598
+4,473
| +210% | +$818K | 0.87% | 15 |
|
|
2019
Q4 | $481K | Hold |
2,125
| – | – | 0.29% | 43 |
|
|
2019
Q3 | $442K | Buy |
2,125
+950
| +81% | +$198K | 0.28% | 44 |
|
|
2019
Q2 | $250K | Hold |
1,175
| – | – | 1.93% | 18 |
|
|
2019
Q1 | $236K | Hold |
1,175
| – | – | 1.98% | 19 |
|
|
2018
Q4 | $240K | Sell |
1,175
-950
| -45% | -$194K | 2.43% | 18 |
|
|
2018
Q3 | $455K | Hold |
2,125
| – | – | 0.41% | 35 |
|
|
2018
Q2 | $397K | Sell |
2,125
-100
| -4% | -$18.7K | 0.38% | 37 |
|
|
2018
Q1 | $444K | Hold |
2,225
| – | – | 0.43% | 34 |
|
|
2017
Q4 | $443K | Buy |
+2,225
| New | +$443K | 0.38% | 36 |
|