WP Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.8M | Buy |
51,126
+729
| +1% | +$354K | 6.82% | 4 |
|
|
2025
Q1 | $26.8M | Sell |
50,397
-163
| -0.3% | -$86.8K | 8.94% | 2 |
|
|
2024
Q4 | $22.9M | Buy |
50,560
+93
| +0.2% | +$42.2K | 7.64% | 2 |
|
|
2024
Q3 | $23.2M | Sell |
50,467
-995
| -2% | -$458K | 8.49% | 2 |
|
|
2024
Q2 | $20.9M | Sell |
51,462
-476
| -0.9% | -$194K | 6.68% | 3 |
|
|
2024
Q1 | $21.8M | Sell |
51,938
-21
| -0% | -$8.83K | 7.17% | 3 |
|
|
2023
Q4 | $18.5M | Sell |
51,959
-347
| -0.7% | -$124K | 6.86% | 3 |
|
|
2023
Q3 | $18.3M | Sell |
52,306
-70
| -0.1% | -$24.5K | 7.58% | 3 |
|
|
2023
Q2 | $17.9M | Buy |
52,376
+93
| +0.2% | +$31.7K | 7.15% | 3 |
|
|
2023
Q1 | $16.1M | Buy |
52,283
+114
| +0.2% | +$35.2K | 6.66% | 2 |
|
|
2022
Q4 | $16.1M | Sell |
52,169
-113
| -0.2% | -$34.9K | 7.2% | 3 |
|
|
2022
Q3 | $14M | Buy |
52,282
+68
| +0.1% | +$18.2K | 6.32% | 3 |
|
|
2022
Q2 | $14.3M | Sell |
52,214
-107
| -0.2% | -$29.2K | 6.2% | 3 |
|
|
2022
Q1 | $18.5M | Buy |
52,321
+34
| +0.1% | +$12K | 7.6% | 2 |
|
|
2021
Q4 | $15.6M | Sell |
52,287
-591
| -1% | -$177K | 6.51% | 3 |
|
|
2021
Q3 | $14.4M | Buy |
52,878
+145
| +0.3% | +$39.6K | 5.92% | 3 |
|
|
2021
Q2 | $14.7M | Sell |
52,733
-21
| -0% | -$5.84K | 6.11% | 3 |
|
|
2021
Q1 | $13.5M | Sell |
52,754
-1,663
| -3% | -$425K | 5.82% | 3 |
|
|
2020
Q4 | $12.6M | Sell |
54,417
-397
| -0.7% | -$92.1K | 6.09% | 3 |
|
|
2020
Q3 | $11.7M | Buy |
54,814
+568
| +1% | +$121K | 7.03% | 3 |
|
|
2020
Q2 | $9.68M | Buy |
54,246
+331
| +0.6% | +$59.1K | 6.81% | 5 |
|
|
2020
Q1 | $9.86M | Buy |
53,915
+131
| +0.2% | +$24K | 9.57% | 5 |
|
|
2019
Q4 | $12.2M | Buy |
53,784
+1,367
| +3% | +$310K | 12.58% | 2 |
|
|
2019
Q3 | $10.9M | Buy |
52,417
+517
| +1% | +$108K | 12.5% | 2 |
|
|
2019
Q2 | $11.1M | Buy |
51,900
+584
| +1% | +$124K | 12.34% | 2 |
|
|
2019
Q1 | $103K | Sell |
51,316
-316
| -0.6% | -$635 | 11.22% | 2 |
|
|
2018
Q4 | $10.5M | Sell |
51,632
-205
| -0.4% | -$41.9K | 10.39% | 1 |
|
|
2018
Q3 | $11.1M | Sell |
51,837
-3,264
| -6% | -$699K | 10.33% | 2 |
|
|
2018
Q2 | $10.3M | Buy |
55,101
+1,318
| +2% | +$246K | 9.7% | 2 |
|
|
2018
Q1 | $10.7M | Buy |
53,783
+3,041
| +6% | +$607K | 11.58% | 1 |
|
|
2017
Q4 | $10.1M | Buy |
50,742
+516
| +1% | +$102K | 9.74% | 2 |
|
|
2017
Q3 | $9.21M | Sell |
50,226
-302
| -0.6% | -$55.4K | 6.95% | 3 |
|
|
2017
Q2 | $8.56M | Sell |
50,528
-1,247
| -2% | -$211K | 6.2% | 4 |
|
|
2017
Q1 | $8.63M | Buy |
51,775
+3,174
| +7% | +$529K | 5.42% | 5 |
|
|
2016
Q4 | $7.92M | Buy |
+48,601
| New | +$7.92M | 5.53% | 4 |
|