DWM
Dogwood 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 | $757K | Buy |
1,584
+1,310
| +478% | +$626K | 0.37% | 58 |
|
|
2025
Q1 | $146K | Buy |
274
+38
| +16% | +$20.2K | 0.08% | 93 |
|
|
2024
Q4 | $107K | Buy |
236
+226
| +2,260% | +$102K | 0.06% | 97 |
|
|
2024
Q3 | $4.7K | Hold |
10
| – | – | ﹤0.01% | 170 |
|
|
2024
Q2 | $4.15K | Hold |
10
| – | – | ﹤0.01% | 200 |
|
|
2024
Q1 | $4.29K | Hold |
10
| – | – | ﹤0.01% | 204 |
|
|
2023
Q4 | $3.68K | Buy |
+10
| New | +$3.68K | ﹤0.01% | 186 |
|