DWM
Dakota 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 | $43.5M | Sell |
89,554
-6,326
| -7% | -$3.07M | 0.92% | 19 |
|
|
2025
Q1 | $51.1M | Buy |
95,880
+23,432
| +32% | +$12.5M | 1.19% | 11 |
|
|
2024
Q4 | $32.8M | Sell |
72,448
-2,012
| -3% | -$912K | 0.76% | 24 |
|
|
2024
Q3 | $34.3M | Sell |
74,460
-845
| -1% | -$389K | 0.77% | 21 |
|
|
2024
Q2 | $30.6M | Sell |
75,305
-753
| -1% | -$306K | 0.72% | 24 |
|
|
2024
Q1 | $32M | Buy |
76,058
+15,106
| +25% | +$6.35M | 0.79% | 21 |
|
|
2023
Q4 | $21.7M | Buy |
60,952
+829
| +1% | +$296K | 0.84% | 22 |
|
|
2023
Q3 | $21.1M | Buy |
60,123
+7
| +0% | +$2.45K | 0.93% | 20 |
|
|
2023
Q2 | $20.5M | Buy |
60,116
+14,885
| +33% | +$5.08M | 0.96% | 21 |
|
|
2023
Q1 | $14M | Sell |
45,231
-459
| -1% | -$142K | 0.93% | 21 |
|
|
2022
Q4 | $14.1M | Buy |
+45,690
| New | +$14.1M | 1% | 19 |
|
|
2022
Q3 | – | Sell |
-37,221
| Closed | -$10.2M | – | 568 |
|
|
2022
Q2 | $10.2M | Sell |
37,221
-11,579
| -24% | -$3.16M | 0.94% | 24 |
|
|
2022
Q1 | $17.2M | Buy |
48,800
+40,200
| +467% | +$14.2M | 1.4% | 9 |
|
|
2021
Q4 | $2.57M | Buy |
8,600
+607
| +8% | +$181K | 0.27% | 99 |
|
|
2021
Q3 | $2.18M | Buy |
7,993
+2,945
| +58% | +$804K | 0.25% | 108 |
|
|
2021
Q2 | $1.4M | Buy |
5,048
+766
| +18% | +$213K | 0.17% | 130 |
|
|
2021
Q1 | $1.09M | Sell |
4,282
-218
| -5% | -$55.7K | 0.14% | 139 |
|
|
2020
Q4 | $1.04M | Buy |
4,500
+277
| +7% | +$64.2K | 0.14% | 142 |
|
|
2020
Q3 | $899K | Buy |
4,223
+490
| +13% | +$104K | 0.14% | 117 |
|
|
2020
Q2 | $666K | Sell |
3,733
-1,479
| -28% | -$264K | 0.11% | 140 |
|
|
2020
Q1 | $953K | Buy |
5,212
+770
| +17% | +$141K | 0.21% | 104 |
|
|
2019
Q4 | $1.01M | Sell |
4,442
-212
| -5% | -$48K | 0.16% | 124 |
|
|
2019
Q3 | $968K | Buy |
4,654
+2,107
| +83% | +$438K | 0.17% | 123 |
|
|
2019
Q2 | $543K | Sell |
2,547
-219
| -8% | -$46.7K | 0.1% | 171 |
|
|
2019
Q1 | $554K | Buy |
2,766
+408
| +17% | +$81.7K | 0.11% | 169 |
|
|
2018
Q4 | $492K | Buy |
2,358
+262
| +13% | +$54.7K | 0.11% | 156 |
|
|
2018
Q3 | $449K | Hold |
2,096
| – | – | 0.1% | 163 |
|
|
2018
Q2 | $391K | Buy |
2,096
+654
| +45% | +$122K | 0.11% | 143 |
|
|
2018
Q1 | $288K | Sell |
1,442
-100
| -6% | -$20K | 0.15% | 69 |
|
|
2017
Q4 | $306K | Hold |
1,542
| – | – | 0.16% | 61 |
|
|
2017
Q3 | $283K | Hold |
1,542
| – | – | 0.15% | 54 |
|
|
2017
Q2 | $261K | Hold |
1,542
| – | – | 0.14% | 54 |
|
|
2017
Q1 | $257K | Buy |
1,542
+54
| +4% | +$9K | 0.15% | 54 |
|
|
2016
Q4 | $243K | Hold |
1,488
| – | – | 0.16% | 48 |
|
|
2016
Q3 | $215K | Sell |
1,488
-105
| -7% | -$15.2K | 0.14% | 48 |
|
|
2016
Q2 | $231K | Sell |
1,593
-97
| -6% | -$14.1K | 0.16% | 48 |
|
|
2016
Q1 | $240K | Buy |
1,690
+12
| +0.7% | +$1.7K | 0.17% | 46 |
|
|
2015
Q4 | $222K | Hold |
1,678
| – | – | 0.15% | 49 |
|
|
2015
Q3 | $219K | Hold |
1,678
| – | – | 0.15% | 46 |
|
|
2015
Q2 | $228K | Sell |
1,678
-10
| -0.6% | -$1.36K | 0.14% | 51 |
|
|
2015
Q1 | $244K | Hold |
1,688
| – | – | 0.15% | 50 |
|
|
2014
Q4 | $255K | Buy |
+1,688
| New | +$255K | 0.16% | 49 |
|