GWM
Gitterman Wealth Management’s Berkshire Hathaway Class A BRK.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $729K | Hold |
1
| – | – | 0.17% | 27 |
|
|
2025
Q1 | $798K | Hold |
1
| – | – | 0.21% | 22 |
|
|
2024
Q4 | $681K | Hold |
1
| – | – | 0.28% | 25 |
|
|
2024
Q3 | $691K | Hold |
1
| – | – | 0.29% | 22 |
|
|
2024
Q2 | $612K | Hold |
1
| – | – | 0.24% | 23 |
|
|
2024
Q1 | $634K | Hold |
1
| – | – | 0.25% | 24 |
|
|
2023
Q4 | $543K | Hold |
1
| – | – | 0.24% | 21 |
|
|
2023
Q3 | $531K | Hold |
1
| – | – | 0.25% | 20 |
|
|
2023
Q2 | $518K | Hold |
1
| – | – | 0.24% | 22 |
|
|
2023
Q1 | $466K | Hold |
1
| – | – | 0.22% | 20 |
|
|
2022
Q4 | $469K | Hold |
1
| – | – | 0.23% | 21 |
|
|
2022
Q3 | $406K | Sell |
1
-1
| -50% | -$406K | 0.42% | 23 |
|
|
2022
Q2 | $818K | Hold |
2
| – | – | 0.76% | 16 |
|
|
2022
Q1 | $1.06M | Hold |
2
| – | – | 0.85% | 17 |
|
|
2021
Q4 | $901K | Hold |
2
| – | – | 0.67% | 18 |
|
|
2021
Q3 | $823K | Hold |
2
| – | – | 0.66% | 18 |
|
|
2021
Q2 | $837K | Hold |
2
| – | – | 0.68% | 17 |
|
|
2021
Q1 | $771K | Buy |
+2
| New | +$771K | 0.5% | 18 |
|