GBWM
Granite Bay Wealth Management’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 | $7.29M | Sell |
15,015
-149
| -1% | -$72.4K | 2.34% | 14 |
|
|
2025
Q1 | $8.08M | Sell |
15,164
-114
| -0.7% | -$60.7K | 2.81% | 11 |
|
|
2024
Q4 | $6.93M | Buy |
15,278
+620
| +4% | +$281K | 2.57% | 14 |
|
|
2024
Q3 | $6.75M | Buy |
+14,658
| New | +$6.75M | 3.78% | 10 |
|
|
2024
Q2 | – | Sell |
-13,894
| Closed | -$5.84M | – | 71 |
|
|
2024
Q1 | $5.84M | Sell |
13,894
-957,094
| -99% | -$402M | 3.32% | 10 |
|
|
2023
Q4 | $341M | Sell |
970,988
-106,861
| -10% | -$37.5M | 3.05% | 12 |
|
|
2023
Q3 | $382M | Buy |
+1,077,849
| New | +$382M | 3.75% | 8 |
|
|
2023
Q2 | – | Sell |
-15,829
| Closed | -$4.89M | – | 47 |
|
|
2023
Q1 | $4.89M | Buy |
15,829
+667
| +4% | +$206K | 3.42% | 6 |
|
|
2022
Q4 | $4.68M | Sell |
15,162
-295
| -2% | -$91.1K | 3.06% | 8 |
|
|
2022
Q3 | $4.13M | Sell |
15,457
-167
| -1% | -$44.6K | 3.32% | 8 |
|
|
2022
Q2 | $4.27M | Sell |
15,624
-86
| -0.5% | -$23.5K | 3.31% | 9 |
|
|
2022
Q1 | $5.54M | Buy |
15,710
+237
| +2% | +$83.6K | 4.49% | 6 |
|
|
2021
Q4 | $4.63M | Buy |
+15,473
| New | +$4.63M | 4.57% | 7 |
|