DWMG
DB Wealth Management Group’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.35M | Sell |
3,778
-184
| -5% | -$65.6K | 0.77% | 30 |
|
|
2023
Q3 | $1.39M | Hold |
3,962
| – | – | 0.88% | 27 |
|
|
2023
Q2 | $1.35M | Sell |
3,962
-193
| -5% | -$65.8K | 0.83% | 26 |
|
|
2023
Q1 | $1.28M | Hold |
4,155
| – | – | 0.81% | 28 |
|
|
2022
Q4 | $1.28M | Sell |
4,155
-29
| -0.7% | -$8.96K | 0.83% | 27 |
|
|
2022
Q3 | $1.12M | Sell |
4,184
-50
| -1% | -$13.3K | 0.8% | 31 |
|
|
2022
Q2 | $1.16M | Hold |
4,234
| – | – | 0.79% | 35 |
|
|
2022
Q1 | $1.49M | Hold |
4,234
| – | – | 0.9% | 29 |
|
|
2021
Q4 | $1.27M | Sell |
4,234
-33
| -0.8% | -$9.87K | 0.75% | 39 |
|
|
2021
Q3 | $1.17M | Sell |
4,267
-140
| -3% | -$38.2K | 0.75% | 39 |
|
|
2021
Q2 | $1.23M | Sell |
4,407
-15
| -0.3% | -$4.17K | 0.78% | 35 |
|
|
2021
Q1 | $1.13M | Sell |
4,422
-73
| -2% | -$18.7K | 0.77% | 36 |
|
|
2020
Q4 | $1.04M | Buy |
+4,495
| New | +$1.04M | 0.77% | 38 |
|