DWM
Destination 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 | $36.3M | Sell |
74,675
-884
| -1% | -$429K | 1.06% | 29 |
|
|
2025
Q1 | $40.2M | Sell |
75,559
-909
| -1% | -$484K | 1.27% | 26 |
|
|
2024
Q4 | $34.7M | Sell |
76,468
-454
| -0.6% | -$206K | 1.08% | 29 |
|
|
2024
Q3 | $35.4M | Buy |
76,922
+424
| +0.6% | +$195K | 1.1% | 29 |
|
|
2024
Q2 | $31.1M | Sell |
76,498
-174
| -0.2% | -$70.8K | 1.03% | 31 |
|
|
2024
Q1 | $32.2M | Buy |
76,672
+10,168
| +15% | +$4.28M | 1.07% | 32 |
|
|
2023
Q4 | $23.7M | Buy |
66,504
+46,636
| +235% | +$16.6M | 0.82% | 43 |
|
|
2023
Q3 | $6.96M | Sell |
19,868
-974
| -5% | -$341K | 0.27% | 78 |
|
|
2023
Q2 | $7.11M | Sell |
20,842
-991
| -5% | -$338K | 0.27% | 79 |
|
|
2023
Q1 | $6.74M | Sell |
21,833
-491
| -2% | -$152K | 0.26% | 81 |
|
|
2022
Q4 | $6.9M | Sell |
22,324
-1,883
| -8% | -$582K | 0.27% | 80 |
|
|
2022
Q3 | $6.46M | Sell |
24,207
-830
| -3% | -$222K | 0.27% | 79 |
|
|
2022
Q2 | $6.84M | Buy |
25,037
+928
| +4% | +$253K | 0.28% | 79 |
|
|
2022
Q1 | $8.51M | Sell |
24,109
-3,717
| -13% | -$1.31M | 0.32% | 73 |
|
|
2021
Q4 | $8.32M | Sell |
27,826
-1,582
| -5% | -$473K | 0.29% | 72 |
|
|
2021
Q3 | $8.03M | Sell |
29,408
-120,063
| -80% | -$32.8M | 0.31% | 73 |
|
|
2021
Q2 | $41.5M | Buy |
149,471
+928
| +0.6% | +$258K | 1.6% | 20 |
|
|
2021
Q1 | $37.9M | Sell |
148,543
-3,215
| -2% | -$821K | 1.57% | 19 |
|
|
2020
Q4 | $35.2M | Buy |
151,758
+5,333
| +4% | +$1.24M | 1.53% | 24 |
|
|
2020
Q3 | $31.2M | Buy |
146,425
+796
| +0.5% | +$170K | 1.58% | 23 |
|
|
2020
Q2 | $26M | Buy |
145,629
+6,781
| +5% | +$1.21M | 1.41% | 26 |
|
|
2020
Q1 | $25.4M | Sell |
138,848
-4,910
| -3% | -$898K | 1.56% | 20 |
|
|
2019
Q4 | $32.6M | Sell |
143,758
-1,146
| -0.8% | -$260K | 1.66% | 17 |
|
|
2019
Q3 | $30.1M | Buy |
144,904
+1,751
| +1% | +$364K | 1.63% | 19 |
|
|
2019
Q2 | $30.5M | Buy |
143,153
+1,953
| +1% | +$416K | 1.68% | 17 |
|
|
2019
Q1 | $28.4M | Sell |
141,200
-155
| -0.1% | -$31.1K | 1.6% | 20 |
|
|
2018
Q4 | $28.9M | Buy |
141,355
+1,375
| +1% | +$281K | 1.74% | 14 |
|
|
2018
Q3 | $30M | Buy |
139,980
+11,207
| +9% | +$2.4M | 1.67% | 14 |
|
|
2018
Q2 | $24M | Sell |
128,773
-1,007
| -0.8% | -$188K | 1.44% | 23 |
|
|
2018
Q1 | $25.9M | Sell |
129,780
-1,249
| -1% | -$249K | 1.57% | 18 |
|
|
2017
Q4 | $26M | Sell |
131,029
-3,251
| -2% | -$644K | 1.58% | 19 |
|
|
2017
Q3 | $24.6M | Sell |
134,280
-1,568
| -1% | -$287K | 1.57% | 20 |
|
|
2017
Q2 | $23M | Buy |
135,848
+1,140
| +0.8% | +$193K | 1.53% | 18 |
|
|
2017
Q1 | $22.5M | Buy |
134,708
+2,028
| +2% | +$338K | 1.55% | 17 |
|
|
2016
Q4 | $21.6M | Buy |
132,680
+8,693
| +7% | +$1.42M | 1.59% | 17 |
|
|
2016
Q3 | $17.9M | Buy |
123,987
+2,330
| +2% | +$337K | 1.38% | 24 |
|
|
2016
Q2 | $17.6M | Sell |
121,657
-3,127
| -3% | -$453K | 1.45% | 22 |
|
|
2016
Q1 | $16.5M | Hold |
124,784
| – | – | 1.58% | 23 |
|
|
2015
Q4 | $16.5M | Buy |
124,784
+384
| +0.3% | +$50.7K | 1.58% | 23 |
|
|
2015
Q3 | $16.2M | Sell |
124,400
-42,725
| -26% | -$5.57M | 1.8% | 20 |
|
|
2015
Q2 | $22.7M | Buy |
167,125
+43,338
| +35% | +$5.9M | 1.51% | 24 |
|
|
2015
Q1 | $17.9M | Sell |
123,787
-5,025
| -4% | -$725K | 1.94% | 17 |
|
|
2014
Q4 | $19.3M | Sell |
128,812
-1,358
| -1% | -$204K | 1.96% | 17 |
|
|
2014
Q3 | $18M | Sell |
130,170
-9,841
| -7% | -$1.36M | 1.88% | 17 |
|
|
2014
Q2 | $17.7M | Sell |
140,011
-1,228
| -0.9% | -$155K | 1.83% | 22 |
|
|
2014
Q1 | $17.7M | Buy |
141,239
+433
| +0.3% | +$54.1K | 1.89% | 20 |
|
|
2013
Q4 | $16.7M | Sell |
140,806
-2,661
| -2% | -$315K | 1.75% | 25 |
|
|
2013
Q3 | $16.3M | Sell |
143,467
-4,980
| -3% | -$565K | 1.88% | 21 |
|
|
2013
Q2 | $16.6M | Buy |
+148,447
| New | +$16.6M | 2.03% | 16 |
|