DWM
Drive 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 | $4.73M | Sell |
9,745
-7,189
| -42% | -$3.49M | 1.04% | 16 |
|
|
2025
Q1 | $9.02M | Buy |
16,934
+631
| +4% | +$336K | 2.12% | 10 |
|
|
2024
Q4 | $7.39M | Buy |
16,303
+178
| +1% | +$80.7K | 1.81% | 15 |
|
|
2024
Q3 | $7.42M | Sell |
16,125
-4,339
| -21% | -$2M | 1.93% | 12 |
|
|
2024
Q2 | $8.32M | Buy |
20,464
+2
| +0% | +$814 | 2.25% | 9 |
|
|
2024
Q1 | $8.6M | Buy |
20,462
+1,089
| +6% | +$458K | 2.41% | 7 |
|
|
2023
Q4 | $6.91M | Sell |
19,373
-293
| -1% | -$105K | 2.23% | 7 |
|
|
2023
Q3 | $6.89M | Buy |
19,666
+34
| +0.2% | +$11.9K | 2.52% | 6 |
|
|
2023
Q2 | $6.69M | Buy |
19,632
+406
| +2% | +$138K | 2.48% | 8 |
|
|
2023
Q1 | $5.94M | Buy |
19,226
+1,817
| +10% | +$561K | 2.49% | 5 |
|
|
2022
Q4 | $5.38M | Buy |
17,409
+4,727
| +37% | +$1.46M | 2.69% | 6 |
|
|
2022
Q3 | $3.39M | Buy |
12,682
+1,817
| +17% | +$485K | 3.22% | 3 |
|
|
2022
Q2 | $2.97M | Buy |
10,865
+777
| +8% | +$212K | 2.71% | 4 |
|
|
2022
Q1 | $3.56M | Buy |
10,088
+1,509
| +18% | +$533K | 3% | 3 |
|
|
2021
Q4 | $2.57M | Buy |
+8,579
| New | +$2.57M | 2.26% | 6 |
|