AWM
Accurate Wealth Management’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 | $3.23M | Buy |
6,746
+66
| +1% | +$31.6K | 0.49% | 41 |
|
|
2025
Q1 | $3.5M | Sell |
6,680
-381
| -5% | -$199K | 0.67% | 32 |
|
|
2024
Q4 | $3.13M | Buy |
7,061
+285
| +4% | +$126K | 0.6% | 33 |
|
|
2024
Q3 | $3.13M | Buy |
6,776
+1,054
| +18% | +$487K | 0.63% | 38 |
|
|
2024
Q2 | $2.48M | Buy |
5,722
+797
| +16% | +$346K | 0.6% | 51 |
|
|
2024
Q1 | $2M | Buy |
4,925
+451
| +10% | +$183K | 0.58% | 53 |
|
|
2023
Q4 | $1.63M | Sell |
4,474
-7,517
| -63% | -$2.73M | 0.51% | 57 |
|
|
2023
Q3 | $4.14M | Buy |
11,991
+200
| +2% | +$69.1K | 1.3% | 14 |
|
|
2023
Q2 | $4.02M | Buy |
11,791
+3,440
| +41% | +$1.17M | 1.25% | 15 |
|
|
2023
Q1 | $2.61M | Buy |
8,351
+5,462
| +189% | +$1.71M | 0.9% | 19 |
|
|
2022
Q4 | $914K | Buy |
2,889
+1,344
| +87% | +$425K | 0.34% | 63 |
|
|
2022
Q3 | $421K | Buy |
1,545
+307
| +25% | +$83.7K | 0.18% | 105 |
|
|
2022
Q2 | $340K | Sell |
1,238
-4,604
| -79% | -$1.26M | 0.18% | 106 |
|
|
2022
Q1 | $2.06M | Buy |
5,842
+3,397
| +139% | +$1.2M | 0.92% | 17 |
|
|
2021
Q4 | $714K | Sell |
2,445
-169
| -6% | -$49.4K | 0.58% | 47 |
|
|
2021
Q3 | $728K | Buy |
2,614
+264
| +11% | +$73.5K | 0.63% | 43 |
|
|
2021
Q2 | $653K | Buy |
+2,350
| New | +$653K | 0.57% | 43 |
|