WF
WoodTrust Financial’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 | $31.5M | Buy |
76,460
+18,721
| +32% | +$7.7M | 4% | 4 |
|
|
2025
Q1 | $30.8M | Buy |
57,739
+314
| +0.5% | +$167K | 4.31% | 2 |
|
|
2024
Q4 | $26M | Buy |
57,425
+316
| +0.6% | +$143K | 3.66% | 6 |
|
|
2024
Q3 | $26.3M | Buy |
57,109
+1,458
| +3% | +$671K | 3.74% | 3 |
|
|
2024
Q2 | $22.6M | Sell |
55,651
-231
| -0.4% | -$94K | 3.52% | 6 |
|
|
2024
Q1 | $23.5K | Sell |
55,882
-841
| -1% | -$354 | 3.72% | 4 |
|
|
2023
Q4 | $20.2M | Sell |
56,723
-305
| -0.5% | -$109K | 3.45% | 6 |
|
|
2023
Q3 | $20M | Sell |
57,028
-1,133
| -2% | -$397K | 3.82% | 2 |
|
|
2023
Q2 | $19.8M | Sell |
58,161
-137
| -0.2% | -$46.7K | 3.67% | 7 |
|
|
2023
Q1 | $18M | Buy |
58,298
+271
| +0.5% | +$83.7K | 3.49% | 3 |
|
|
2022
Q4 | $17.9M | Sell |
58,027
-169
| -0.3% | -$52.2K | 3.71% | 4 |
|
|
2022
Q3 | $15.5M | Buy |
58,196
+1,724
| +3% | +$460K | 3.49% | 5 |
|
|
2022
Q2 | $15.4M | Buy |
56,472
+2,981
| +6% | +$814K | 3.46% | 6 |
|
|
2022
Q1 | $18.9M | Sell |
53,491
-369
| -0.7% | -$130K | 3.83% | 5 |
|
|
2021
Q4 | $16.1M | Buy |
53,860
+1,212
| +2% | +$362K | 3.34% | 8 |
|
|
2021
Q3 | $14.4M | Buy |
52,648
+2,656
| +5% | +$725K | 3.38% | 8 |
|
|
2021
Q2 | $13.9M | Buy |
49,992
+119
| +0.2% | +$33.1K | 3.67% | 8 |
|
|
2021
Q1 | $12.7M | Sell |
49,873
-1,115
| -2% | -$285K | 3.75% | 6 |
|
|
2020
Q4 | $11.8M | Sell |
50,988
-171
| -0.3% | -$39.6K | 3.69% | 7 |
|
|
2020
Q3 | $10.9M | Sell |
51,159
-1,221
| -2% | -$260K | 3.94% | 6 |
|
|
2020
Q2 | $9.35M | Buy |
52,380
+8,622
| +20% | +$1.54M | 3.74% | 8 |
|
|
2020
Q1 | $8M | Sell |
43,758
-179
| -0.4% | -$32.7K | 3.76% | 5 |
|
|
2019
Q4 | $9.95M | Buy |
43,937
+359
| +0.8% | +$81.3K | 3.92% | 5 |
|
|
2019
Q3 | $9.07M | Buy |
43,578
+957
| +2% | +$199K | 3.91% | 4 |
|
|
2019
Q2 | $9.09M | Buy |
42,621
+5,899
| +16% | +$1.26M | 4.09% | 3 |
|
|
2019
Q1 | $7.38M | Buy |
36,722
+1,131
| +3% | +$227K | 3.53% | 6 |
|
|
2018
Q4 | $7.27M | Buy |
35,591
+269
| +0.8% | +$54.9K | 4.1% | 2 |
|
|
2018
Q3 | $7.56M | Sell |
35,322
-1,461
| -4% | -$313K | 3.66% | 6 |
|
|
2018
Q2 | $6.87M | Sell |
36,783
-438
| -1% | -$81.7K | 3.6% | 7 |
|
|
2018
Q1 | $7.43M | Sell |
37,221
-415
| -1% | -$82.8K | 3.98% | 5 |
|
|
2017
Q4 | $7.46M | Buy |
+37,636
| New | +$7.46M | 3.97% | 3 |
|