BTWM
Baker Tilly 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 | $6.29M | Buy |
12,944
+2,024
| +19% | +$983K | 2.25% | 7 |
|
|
2025
Q1 | $5.82M | Buy |
10,920
+102
| +0.9% | +$54.3K | 2.28% | 7 |
|
|
2024
Q4 | $4.9M | Buy |
10,818
+2,638
| +32% | +$1.2M | 1.92% | 9 |
|
|
2024
Q3 | $3.76M | Sell |
8,180
-1,501
| -16% | -$691K | 1.67% | 11 |
|
|
2024
Q2 | $3.94M | Sell |
9,681
-5,562
| -36% | -$2.26M | 1.61% | 11 |
|
|
2024
Q1 | $6.41M | Buy |
15,243
+576
| +4% | +$242K | 1.16% | 12 |
|
|
2023
Q4 | $5.23M | Sell |
14,667
-240
| -2% | -$85.6K | 0.86% | 15 |
|
|
2023
Q3 | $5.22M | Sell |
14,907
-4,305
| -22% | -$1.51M | 0.86% | 19 |
|
|
2023
Q2 | $6.55M | Sell |
19,212
-293
| -2% | -$99.9K | 0.69% | 27 |
|
|
2023
Q1 | $6.02M | Buy |
19,505
+2,077
| +12% | +$641K | 0.68% | 27 |
|
|
2022
Q4 | $5.38M | Buy |
17,428
+4,790
| +38% | +$1.48M | 0.66% | 30 |
|
|
2022
Q3 | $3.38M | Sell |
12,638
-335
| -3% | -$89.5K | 0.46% | 49 |
|
|
2022
Q2 | $3.54M | Buy |
12,973
+431
| +3% | +$118K | 0.46% | 51 |
|
|
2022
Q1 | $4.43M | Sell |
12,542
-2,313
| -16% | -$816K | 0.49% | 47 |
|
|
2021
Q4 | $4.44M | Buy |
14,855
+1,341
| +10% | +$401K | 0.48% | 43 |
|
|
2021
Q3 | $3.69M | Buy |
13,514
+794
| +6% | +$217K | 0.49% | 42 |
|
|
2021
Q2 | $3.54M | Buy |
12,720
+1,239
| +11% | +$344K | 0.57% | 35 |
|
|
2021
Q1 | $2.93M | Buy |
11,481
+1,156
| +11% | +$295K | 0.6% | 35 |
|
|
2020
Q4 | $2.39M | Buy |
+10,325
| New | +$2.39M | 0.74% | 29 |
|