GWA
Gratus Wealth Advisors’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 | $5.59M | Sell |
11,511
-207
| -2% | -$101K | 0.85% | 22 |
|
|
2025
Q1 | $6.24M | Sell |
11,718
-685
| -6% | -$365K | 1.02% | 19 |
|
|
2024
Q4 | $5.62M | Hold |
12,403
| – | – | 0.9% | 23 |
|
|
2024
Q3 | $5.62M | Buy |
12,403
+525
| +4% | +$238K | 0.92% | 21 |
|
|
2024
Q2 | $5.16M | Sell |
11,878
-1,309
| -10% | -$569K | 0.89% | 22 |
|
|
2024
Q1 | $5.27M | Sell |
13,187
-91
| -0.7% | -$36.4K | 0.97% | 22 |
|
|
2023
Q4 | $4.74M | Buy |
+13,278
| New | +$4.74M | 0.93% | 23 |
|