WF
WoodTrust Financial’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 | $17.4M | Buy |
9,768
+9,750
| +54,167% | +$17.4M | 2.21% | 13 |
|
2025
Q1 | $14.4M | Buy |
18
+1
| +6% | +$798K | 2.01% | 15 |
|
2024
Q4 | $11.6M | Hold |
17
| – | – | 1.63% | 18 |
|
2024
Q3 | $11.8M | Hold |
17
| – | – | 1.67% | 18 |
|
2024
Q2 | $10.4M | Hold |
17
| – | – | 1.62% | 18 |
|
2024
Q1 | $10.8K | Hold |
17
| – | – | 1.71% | 15 |
|
2023
Q4 | $9.23M | Hold |
17
| – | – | 1.58% | 20 |
|
2023
Q3 | $9.04M | Hold |
17
| – | – | 1.73% | 19 |
|
2023
Q2 | $8.8M | Hold |
17
| – | – | 1.63% | 18 |
|
2023
Q1 | $7.92M | Buy |
17
+1
| +6% | +$466K | 1.54% | 21 |
|
2022
Q4 | $7.5M | Hold |
16
| – | – | 1.55% | 22 |
|
2022
Q3 | $6.5M | Hold |
16
| – | – | 1.46% | 22 |
|
2022
Q2 | $6.54M | Buy |
16
+2
| +14% | +$818K | 1.47% | 24 |
|
2022
Q1 | $7.41M | Hold |
14
| – | – | 1.5% | 22 |
|
2021
Q4 | $6.31M | Buy |
14
+1
| +8% | +$451K | 1.31% | 27 |
|
2021
Q3 | $5.35M | Buy |
13
+1
| +8% | +$411K | 1.26% | 28 |
|
2021
Q2 | $5.02M | Hold |
12
| – | – | 1.33% | 29 |
|
2021
Q1 | $4.63M | Hold |
12
| – | – | 1.36% | 28 |
|
2020
Q4 | $4.17M | Hold |
12
| – | – | 1.3% | 29 |
|
2020
Q3 | $3.84M | Hold |
12
| – | – | 1.39% | 27 |
|
2020
Q2 | $3.21M | Buy |
12
+2
| +20% | +$535K | 1.28% | 30 |
|
2020
Q1 | $2.72M | Buy |
10
+1
| +11% | +$272K | 1.28% | 31 |
|
2019
Q4 | $3.06M | Hold |
9
| – | – | 1.2% | 32 |
|
2019
Q3 | $2.81M | Hold |
9
| – | – | 1.21% | 33 |
|
2019
Q2 | $2.87M | Hold |
9
| – | – | 1.29% | 29 |
|
2019
Q1 | $2.71M | Hold |
9
| – | – | 1.3% | 31 |
|
2018
Q4 | $2.75M | Hold |
9
| – | – | 1.56% | 27 |
|
2018
Q3 | $2.88M | Buy |
9
+2
| +29% | +$640K | 1.39% | 26 |
|
2018
Q2 | $1.97M | Hold |
7
| – | – | 1.04% | 38 |
|
2018
Q1 | $2.09M | Hold |
7
| – | – | 1.12% | 36 |
|
2017
Q4 | $2.08M | Buy |
+7
| New | +$2.08M | 1.11% | 38 |
|