BWP
Baldwin Wealth Partners’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 | $8.66M | Sell |
17,832
-20
| -0.1% | -$9.72K | 0.59% | 49 |
|
|
2025
Q1 | $9.51M | Buy |
+17,852
| New | +$9.51M | 0.67% | 46 |
|
|
2024
Q4 | – | Sell |
-18,005
| Closed | -$8.29M | – | 333 |
|
|
2024
Q3 | $8.29M | Buy |
18,005
+1,816
| +11% | +$836K | 0.56% | 48 |
|
|
2024
Q2 | $6.59M | Sell |
16,189
-165
| -1% | -$67.1K | 0.51% | 52 |
|
|
2024
Q1 | $6.88M | Sell |
16,354
-64
| -0.4% | -$26.9K | 0.52% | 52 |
|
|
2023
Q4 | $5.86M | Sell |
16,418
-601
| -4% | -$214K | 0.46% | 55 |
|
|
2023
Q3 | $5.96M | Buy |
17,019
+20
| +0.1% | +$7.01K | 0.51% | 54 |
|
|
2023
Q2 | $5.8M | Sell |
16,999
-615
| -3% | -$210K | 0.48% | 54 |
|
|
2023
Q1 | $5.44M | Buy |
17,614
+19
| +0.1% | +$5.87K | 0.47% | 56 |
|
|
2022
Q4 | $5.44M | Buy |
17,595
+9,711
| +123% | +$3M | 0.49% | 59 |
|
|
2022
Q3 | $2.11M | Sell |
7,884
-145
| -2% | -$38.7K | 0.29% | 51 |
|
|
2022
Q2 | $2.19M | Sell |
8,029
-200
| -2% | -$54.6K | 0.28% | 51 |
|
|
2022
Q1 | $2.9M | Buy |
8,229
+805
| +11% | +$284K | 0.31% | 48 |
|
|
2021
Q4 | $2.22M | Hold |
7,424
| – | – | 0.22% | 55 |
|
|
2021
Q3 | $2.03M | Sell |
7,424
-17
| -0.2% | -$4.64K | 0.22% | 55 |
|
|
2021
Q2 | $2.07M | Sell |
7,441
-183
| -2% | -$50.9K | 0.23% | 57 |
|
|
2021
Q1 | $1.95M | Buy |
7,624
+19
| +0.2% | +$4.86K | 0.23% | 56 |
|
|
2020
Q4 | $1.76M | Sell |
7,605
-220
| -3% | -$51K | 0.22% | 62 |
|
|
2020
Q3 | $1.67M | Buy |
7,825
+365
| +5% | +$77.7K | 0.23% | 62 |
|
|
2020
Q2 | $1.33M | Sell |
7,460
-418
| -5% | -$74.6K | 0.2% | 68 |
|
|
2020
Q1 | $1.44M | Sell |
7,878
-39,629
| -83% | -$7.24M | 0.25% | 63 |
|
|
2019
Q4 | $10.8M | Sell |
47,507
-18,399
| -28% | -$4.17M | 1.5% | 27 |
|
|
2019
Q3 | $13.7M | Sell |
65,906
-14,117
| -18% | -$2.94M | 2.06% | 15 |
|
|
2019
Q2 | $17.1M | Sell |
80,023
-3,038
| -4% | -$648K | 2.51% | 9 |
|
|
2019
Q1 | $16.7M | Sell |
83,061
-5,497
| -6% | -$1.1M | 2.49% | 5 |
|
|
2018
Q4 | $18.1M | Buy |
88,558
+10
| +0% | +$2.04K | 3.03% | 5 |
|
|
2018
Q3 | $19M | Buy |
88,548
+1,389
| +2% | +$297K | 2.65% | 5 |
|
|
2018
Q2 | $16.3M | Sell |
87,159
-676
| -0.8% | -$126K | 2.53% | 6 |
|
|
2018
Q1 | $17.5M | Sell |
87,835
-7,443
| -8% | -$1.48M | 2.83% | 5 |
|
|
2017
Q4 | $18.9M | Sell |
95,278
-1,841
| -2% | -$365K | 2.94% | 4 |
|
|
2017
Q3 | $17.8M | Sell |
97,119
-2,650
| -3% | -$486K | 2.86% | 4 |
|
|
2017
Q2 | $16.9M | Buy |
99,769
+705
| +0.7% | +$119K | 2.72% | 6 |
|
|
2017
Q1 | $16.5M | Sell |
99,064
-8,912
| -8% | -$1.49M | 2.72% | 6 |
|
|
2016
Q4 | $17.6M | Sell |
107,976
-2,171
| -2% | -$354K | 3.18% | 4 |
|
|
2016
Q3 | $15.9M | Buy |
110,147
+1,090
| +1% | +$157K | 2.89% | 6 |
|
|
2016
Q2 | $15.8M | Sell |
109,057
-1,668
| -2% | -$242K | 3.25% | 5 |
|
|
2016
Q1 | $15.7M | Buy |
110,725
+10,099
| +10% | +$1.43M | 2.82% | 5 |
|
|
2015
Q4 | $13.3M | Sell |
100,626
-3,480
| -3% | -$460K | 2.16% | 9 |
|
|
2015
Q3 | $13.6M | Buy |
104,106
+18
| +0% | +$2.35K | 2.29% | 4 |
|
|
2015
Q2 | $14.2M | Buy |
104,088
+972
| +0.9% | +$132K | 2.1% | 4 |
|
|
2015
Q1 | $14.9M | Buy |
103,116
+1,205
| +1% | +$174K | 2.19% | 5 |
|
|
2014
Q4 | $15.3M | Buy |
101,911
+242
| +0.2% | +$36.3K | 2.21% | 4 |
|
|
2014
Q3 | $14M | Buy |
101,669
+1,870
| +2% | +$258K | 1.99% | 7 |
|
|
2014
Q2 | $12.6M | Buy |
99,799
+462
| +0.5% | +$58.5K | 1.88% | 8 |
|
|
2014
Q1 | $12.4M | Buy |
99,337
+21,946
| +28% | +$2.74M | 1.99% | 8 |
|
|
2013
Q4 | $9.18M | Sell |
77,391
-4,680
| -6% | -$555K | 1.47% | 19 |
|
|
2013
Q3 | $9.32M | Sell |
82,071
-598
| -0.7% | -$67.9K | 1.7% | 13 |
|
|
2013
Q2 | $9.25M | Buy |
+82,669
| New | +$9.25M | 1.83% | 13 |
|