GWP
Gateway Wealth Partners’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 | $1.91M | Buy |
3,927
+1,111
| +39% | +$540K | 0.36% | 80 |
|
2025
Q1 | $1.5M | Sell |
2,816
-5
| -0.2% | -$2.66K | 0.34% | 80 |
|
2024
Q4 | $1.28M | Buy |
2,821
+1,152
| +69% | +$522K | 0.33% | 73 |
|
2024
Q3 | $768K | Sell |
1,669
-104
| -6% | -$47.9K | 0.21% | 106 |
|
2024
Q2 | $721K | Buy |
1,773
+202
| +13% | +$82.2K | 0.22% | 106 |
|
2024
Q1 | $661K | Sell |
1,571
-159
| -9% | -$66.9K | 0.24% | 99 |
|
2023
Q4 | $617K | Sell |
1,730
-5,374
| -76% | -$1.92M | 0.25% | 85 |
|
2023
Q3 | $2.49M | Buy |
7,104
+393
| +6% | +$138K | 0.45% | 48 |
|
2023
Q2 | $2.29M | Buy |
6,711
+267
| +4% | +$91K | 0.41% | 54 |
|
2023
Q1 | $1.99M | Buy |
6,444
+278
| +5% | +$85.8K | 0.31% | 55 |
|
2022
Q4 | $1.9M | Buy |
+6,166
| New | +$1.9M | 0.33% | 47 |
|