BWM
BCS 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 | $1.75M | Buy |
3,603
+1,030
| +40% | +$500K | 0.38% | 59 |
|
|
2025
Q1 | $1.37M | Buy |
2,573
+190
| +8% | +$101K | 0.35% | 66 |
|
|
2024
Q4 | $1.08M | Sell |
2,383
-250
| -9% | -$113K | 0.27% | 81 |
|
|
2024
Q3 | $1.21M | Buy |
2,633
+232
| +10% | +$107K | 0.52% | 47 |
|
|
2024
Q2 | $977K | Hold |
2,401
| – | – | 0.48% | 51 |
|
|
2024
Q1 | $1.01M | Sell |
2,401
-49
| -2% | -$20.6K | 0.32% | 75 |
|
|
2023
Q4 | $874K | Sell |
2,450
-5
| -0.2% | -$1.78K | 0.32% | 78 |
|
|
2023
Q3 | $860K | Buy |
+2,455
| New | +$860K | 0.36% | 71 |
|
|
2023
Q2 | – | Sell |
-1,627
| Closed | -$502K | – | 119 |
|
|
2023
Q1 | $502K | Sell |
1,627
-3,249
| -67% | -$1M | 0.23% | 85 |
|
|
2022
Q4 | $1.51M | Sell |
4,876
-760
| -13% | -$235K | 0.63% | 42 |
|
|
2022
Q3 | $1.51M | Sell |
5,636
-629
| -10% | -$168K | 0.71% | 33 |
|
|
2022
Q2 | $1.71M | Buy |
6,265
+817
| +15% | +$223K | 0.76% | 31 |
|
|
2022
Q1 | $1.92M | Sell |
5,448
-548
| -9% | -$193K | 0.8% | 28 |
|
|
2021
Q4 | $1.79M | Buy |
5,996
+1,118
| +23% | +$334K | 0.64% | 34 |
|
|
2021
Q3 | $1.33M | Hold |
4,878
| – | – | 0.56% | 40 |
|
|
2021
Q2 | $1.36M | Buy |
4,878
+100
| +2% | +$27.8K | 0.72% | 32 |
|
|
2021
Q1 | $1.22M | Buy |
4,778
+191
| +4% | +$48.8K | 0.58% | 37 |
|
|
2020
Q4 | $1.06M | Sell |
4,587
-280
| -6% | -$64.9K | 0.55% | 40 |
|
|
2020
Q3 | $1.04M | Sell |
4,867
-88
| -2% | -$18.7K | 0.59% | 39 |
|
|
2020
Q2 | $885K | Sell |
4,955
-269
| -5% | -$48K | 0.53% | 43 |
|
|
2020
Q1 | $955K | Buy |
5,224
+1,641
| +46% | +$300K | 0.67% | 31 |
|
|
2019
Q4 | $812K | Buy |
+3,583
| New | +$812K | 0.54% | 42 |
|