GWS
Glassman Wealth Services’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-18,512
| Closed | -$6.6M | – | 438 |
|
|
2023
Q4 | $6.6M | Sell |
18,512
-264
| -1% | -$94.2K | 0.93% | 15 |
|
|
2023
Q3 | $6.58M | Buy |
18,776
+1,362
| +8% | +$477K | 1.06% | 13 |
|
|
2023
Q2 | $5.94M | Sell |
17,414
-242
| -1% | -$82.5K | 0.96% | 14 |
|
|
2023
Q1 | $5.45M | Sell |
17,656
-1,250
| -7% | -$386K | 0.95% | 14 |
|
|
2022
Q4 | $5.84M | Buy |
18,906
+1,224
| +7% | +$378K | 1.08% | 14 |
|
|
2022
Q3 | $4.72M | Buy |
17,682
+8
| +0% | +$2.14K | 1% | 14 |
|
|
2022
Q2 | $4.83M | Buy |
17,674
+70
| +0.4% | +$19.1K | 0.99% | 14 |
|
|
2022
Q1 | $6.21M | Buy |
17,604
+1,839
| +12% | +$649K | 1.13% | 12 |
|
|
2021
Q4 | $4.71M | Sell |
15,765
-732
| -4% | -$219K | 0.87% | 14 |
|
|
2021
Q3 | $4.5M | Buy |
16,497
+186
| +1% | +$50.8K | 0.95% | 14 |
|
|
2021
Q2 | $4.53M | Sell |
16,311
-1,574
| -9% | -$437K | 0.95% | 16 |
|
|
2021
Q1 | $4.57M | Buy |
17,885
+141
| +0.8% | +$36K | 0.98% | 14 |
|
|
2020
Q4 | $4.11M | Buy |
17,744
+428
| +2% | +$99.2K | 0.95% | 14 |
|
|
2020
Q3 | $3.69M | Buy |
17,316
+201
| +1% | +$42.8K | 1.02% | 13 |
|
|
2020
Q2 | $3.06M | Sell |
17,115
-477
| -3% | -$85.1K | 0.95% | 14 |
|
|
2020
Q1 | $3.22M | Buy |
17,592
+1
| +0% | +$183 | 1.24% | 12 |
|
|
2019
Q4 | $3.98M | Sell |
17,591
-1
| -0% | -$226 | 1.51% | 14 |
|
|
2019
Q3 | $3.66M | Buy |
17,592
+5
| +0% | +$1.04K | 1.48% | 14 |
|
|
2019
Q2 | $3.75M | Buy |
17,587
+536
| +3% | +$114K | 1.51% | 13 |
|
|
2019
Q1 | $3.43M | Buy |
17,051
+411
| +2% | +$82.6K | 1.49% | 11 |
|
|
2018
Q4 | $3.4M | Sell |
16,640
-20
| -0.1% | -$4.08K | 1.83% | 10 |
|
|
2018
Q3 | $3.57M | Sell |
16,660
-2
| -0% | -$428 | 1.64% | 11 |
|
|
2018
Q2 | $3.11M | Buy |
16,662
+2,426
| +17% | +$453K | 1.55% | 10 |
|
|
2018
Q1 | $2.84M | Buy |
14,236
+1,689
| +13% | +$337K | 1.75% | 10 |
|
|
2017
Q4 | $2.49M | Buy |
12,547
+337
| +3% | +$66.8K | 1.51% | 12 |
|
|
2017
Q3 | $2.24M | Buy |
12,210
+100
| +0.8% | +$18.3K | 1.46% | 11 |
|
|
2017
Q2 | $2.05M | Buy |
12,110
+105
| +0.9% | +$17.8K | 1.35% | 11 |
|
|
2017
Q1 | $2M | Hold |
12,005
| – | – | 1.38% | 9 |
|
|
2016
Q4 | $1.96M | Buy |
12,005
+1,993
| +20% | +$325K | 1.38% | 8 |
|
|
2016
Q3 | $1.45M | Buy |
+10,012
| New | +$1.45M | 1.21% | 7 |
|
|
2016
Q1 | – | Sell |
-9,340
| Closed | -$1.23M | – | 427 |
|
|
2015
Q4 | $1.23M | Hold |
9,340
| – | – | 1.12% | 14 |
|
|
2015
Q3 | $1.22M | Buy |
+9,340
| New | +$1.22M | 1.1% | 13 |
|
|
2015
Q2 | – | Sell |
-9,190
| Closed | -$1.33M | – | 420 |
|
|
2015
Q1 | $1.33M | Buy |
9,190
+46
| +0.5% | +$6.64K | 1.06% | 11 |
|
|
2014
Q4 | $1.37M | Buy |
+9,144
| New | +$1.37M | 1% | 11 |
|