GWWM
Great Waters 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 | $867K | Buy |
1,786
+12
| +0.7% | +$5.83K | 0.11% | 44 |
|
|
2025
Q1 | $945K | Sell |
1,774
-65
| -4% | -$34.6K | 0.13% | 43 |
|
|
2024
Q4 | $833K | Buy |
1,839
+39
| +2% | +$17.7K | 0.11% | 48 |
|
|
2024
Q3 | $828K | Buy |
1,800
+80
| +5% | +$36.8K | 0.11% | 49 |
|
|
2024
Q2 | $700K | Hold |
1,720
| – | – | 0.11% | 53 |
|
|
2024
Q1 | $723K | Buy |
1,720
+252
| +17% | +$106K | 0.12% | 51 |
|
|
2023
Q4 | $538K | Buy |
1,468
+30
| +2% | +$11K | 0.1% | 58 |
|
|
2023
Q3 | $498K | Hold |
1,438
| – | – | 0.1% | 59 |
|
|
2023
Q2 | $490K | Sell |
1,438
-10
| -0.7% | -$3.41K | 0.1% | 59 |
|
|
2023
Q1 | $470K | Sell |
1,448
-70
| -5% | -$22.7K | 0.1% | 61 |
|
|
2022
Q4 | $473K | Buy |
+1,518
| New | +$473K | 0.1% | 62 |
|