DWS
Dynamic Wealth Strategies’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 | $170K | Sell |
350
-49
| -12% | -$23.8K | 0.12% | 73 |
|
2025
Q1 | $212K | Buy |
+399
| New | +$212K | 0.18% | 64 |
|
2024
Q4 | – | Sell |
-390
| Closed | -$180K | – | 88 |
|
2024
Q3 | $180K | Sell |
390
-4
| -1% | -$1.85K | 0.15% | 73 |
|
2024
Q2 | $160K | Buy |
394
+4
| +1% | +$1.62K | 0.14% | 78 |
|
2024
Q1 | $164K | Buy |
390
+145
| +59% | +$61K | 0.14% | 75 |
|
2023
Q4 | $87.4K | Buy |
+245
| New | +$87.4K | 0.08% | 101 |
|