GGM Wealth Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $2.3M | Buy |
4,333
+100
| +2% | +$53.1K | 1.28% | 27 |
|
2024
Q4 | $1.92M | Sell |
4,233
-5,314
| -56% | -$2.41M | 1% | 30 |
|
2024
Q3 | $4.39M | Buy |
9,547
+18
| +0.2% | +$8.28K | 1.89% | 12 |
|
2024
Q2 | $3.88M | Sell |
9,529
-2,639
| -22% | -$1.07M | 1.77% | 14 |
|
2024
Q1 | $5.05M | Sell |
12,168
-2,280
| -16% | -$946K | 2.35% | 10 |
|
2023
Q4 | $5.57M | Buy |
14,448
+4,191
| +41% | +$1.61M | 2.3% | 12 |
|
2023
Q3 | $3.59M | Hold |
10,257
| – | – | 1.56% | 18 |
|
2023
Q2 | $3.52M | Hold |
10,257
| – | – | 1.43% | 19 |
|
2023
Q1 | $3.17M | Buy |
10,257
+200
| +2% | +$61.8K | 1.81% | 18 |
|
2022
Q4 | $3.21M | Sell |
10,057
-300
| -3% | -$95.6K | 1.65% | 18 |
|
2022
Q3 | $3M | Buy |
10,357
+400
| +4% | +$116K | 1.62% | 15 |
|
2022
Q2 | $2.76M | Hold |
9,957
| – | – | 1.54% | 17 |
|
2022
Q1 | $3.47M | Buy |
9,957
+7,430
| +294% | +$2.59M | 1.74% | 14 |
|
2021
Q4 | $808K | Hold |
2,527
| – | – | 0.64% | 37 |
|
2021
Q3 | $733K | Hold |
2,527
| – | – | 0.58% | 36 |
|
2021
Q2 | $702K | Hold |
2,527
| – | – | 0.6% | 37 |
|
2021
Q1 | $694K | Buy |
2,527
+400
| +19% | +$110K | 0.55% | 34 |
|
2020
Q4 | $498K | Buy |
+2,127
| New | +$498K | 0.49% | 36 |
|