Global Wealth Management Investment Advisory’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
Q2 | $1.2M | Buy |
2,473
+1,038
| +72% | +$504K | 0.23% | 91 |
|
|
2025
Q1 | $764K | Sell |
1,435
-18
| -1% | -$9.59K | 0.15% | 107 |
|
|
2024
Q4 | $659K | Buy |
1,453
+52
| +4% | +$23.6K | 0.14% | 104 |
|
|
2024
Q3 | $645K | Sell |
1,401
-518
| -27% | -$238K | 0.14% | 107 |
|
|
2024
Q2 | $781K | Buy |
1,919
+324
| +20% | +$132K | 0.18% | 94 |
|
|
2024
Q1 | $671K | Buy |
1,595
+120
| +8% | +$50.5K | 0.16% | 100 |
|
|
2023
Q4 | $526K | Hold |
1,475
| – | – | 0.14% | 110 |
|
|
2023
Q3 | $517K | Hold |
1,475
| – | – | 0.14% | 112 |
|
|
2023
Q2 | $503K | Hold |
1,475
| – | – | 0.14% | 112 |
|
|
2023
Q1 | $455K | Hold |
1,475
| – | – | 0.14% | 111 |
|
|
2022
Q4 | $456K | Hold |
1,475
| – | – | 0.15% | 101 |
|
|
2022
Q3 | $394K | Hold |
1,475
| – | – | 0.14% | 104 |
|
|
2022
Q2 | $403K | Buy |
1,475
+365
| +33% | +$99.7K | 0.14% | 106 |
|
|
2022
Q1 | $392K | Buy |
1,110
+90
| +9% | +$31.8K | 0.12% | 108 |
|
|
2021
Q4 | $305K | Buy |
1,020
+55
| +6% | +$16.4K | 0.09% | 123 |
|
|
2021
Q3 | $263K | Hold |
965
| – | – | 0.08% | 120 |
|
|
2021
Q2 | $268K | Buy |
965
+180
| +23% | +$50K | 0.09% | 114 |
|
|
2021
Q1 | $201K | Buy |
785
+12
| +2% | +$3.07K | 0.07% | 114 |
|
|
2020
Q4 | $179K | Buy |
773
+88
| +13% | +$20.4K | 0.07% | 110 |
|
|
2020
Q3 | $146K | Sell |
685
-190
| -22% | -$40.5K | 0.06% | 114 |
|
|
2020
Q2 | $156K | Hold |
875
| – | – | 0.07% | 121 |
|
|
2020
Q1 | $160K | Sell |
875
-75
| -8% | -$13.7K | 0.08% | 109 |
|
|
2019
Q4 | $215K | Sell |
950
-33
| -3% | -$7.47K | 0.09% | 105 |
|
|
2019
Q3 | $204K | Hold |
983
| – | – | 0.09% | 103 |
|
|
2019
Q2 | $210K | Hold |
983
| – | – | 0.1% | 102 |
|
|
2019
Q1 | $197K | Hold |
983
| – | – | 0.1% | 117 |
|
|
2018
Q4 | $201K | Buy |
+983
| New | +$201K | 0.12% | 131 |
|