GWAG
Garrett Wealth Advisory Group’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 | $6.13M | Sell |
12,620
-8
| -0.1% | -$3.89K | 1.3% | 15 |
|
|
2025
Q1 | $6.73M | Buy |
12,628
+301
| +2% | +$160K | 1.5% | 14 |
|
|
2024
Q4 | $5.59M | Buy |
12,327
+604
| +5% | +$274K | 1.27% | 15 |
|
|
2024
Q3 | $5.4M | Buy |
11,723
+2,598
| +28% | +$1.2M | 1.33% | 15 |
|
|
2024
Q2 | $3.71M | Buy |
9,125
+143
| +2% | +$58.2K | 1.36% | 15 |
|
|
2024
Q1 | $3.78M | Buy |
8,982
+2,297
| +34% | +$966K | 1.55% | 15 |
|
|
2023
Q4 | $2.38M | Buy |
6,685
+325
| +5% | +$116K | 0.99% | 19 |
|
|
2023
Q3 | $2.23M | Buy |
6,360
+250
| +4% | +$87.6K | 1.01% | 18 |
|
|
2023
Q2 | $2.08M | Hold |
6,110
| – | – | 0.92% | 20 |
|
|
2023
Q1 | $1.89M | Sell |
6,110
-87
| -1% | -$26.9K | 0.92% | 19 |
|
|
2022
Q4 | $1.91M | Hold |
6,197
| – | – | 0.98% | 18 |
|
|
2022
Q3 | $1.66M | Sell |
6,197
-30
| -0.5% | -$8.01K | 0.92% | 19 |
|
|
2022
Q2 | $1.7M | Buy |
6,227
+39
| +0.6% | +$10.6K | 0.92% | 18 |
|
|
2022
Q1 | $2.18M | Sell |
6,188
-105
| -2% | -$37.1K | 1.12% | 18 |
|
|
2021
Q4 | $1.88M | Sell |
6,293
-32
| -0.5% | -$9.57K | 0.91% | 19 |
|
|
2021
Q3 | $1.73M | Buy |
6,325
+8
| +0.1% | +$2.18K | 1.1% | 14 |
|
|
2021
Q2 | $1.76M | Sell |
6,317
-36
| -0.6% | -$10K | 1.15% | 13 |
|
|
2021
Q1 | $1.62M | Sell |
6,353
-235
| -4% | -$60K | 1.15% | 14 |
|
|
2020
Q4 | $1.53M | Sell |
6,588
-138
| -2% | -$32K | 1.15% | 14 |
|
|
2020
Q3 | $1.43M | Sell |
6,726
-399
| -6% | -$84.9K | 1.13% | 13 |
|
|
2020
Q2 | $1.27M | Sell |
7,125
-113
| -2% | -$20.2K | 1.02% | 12 |
|
|
2020
Q1 | $1.32M | Buy |
7,238
+126
| +2% | +$23K | 1.25% | 11 |
|
|
2019
Q4 | $1.61M | Sell |
7,112
-75
| -1% | -$17K | 1.19% | 13 |
|
|
2019
Q3 | $1.5M | Buy |
7,187
+176
| +3% | +$36.6K | 1.05% | 12 |
|
|
2019
Q2 | $1.5M | Sell |
7,011
-93
| -1% | -$19.9K | 1.19% | 13 |
|
|
2019
Q1 | $1.43M | Sell |
7,104
-4
| -0.1% | -$802 | 1.17% | 12 |
|
|
2018
Q4 | $1.45M | Buy |
+7,108
| New | +$1.45M | 1.32% | 10 |
|