GWM
Greenwich 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 | $2.84M | Sell |
5,840
-146
| -2% | -$70.9K | 0.14% | 71 |
|
|
2025
Q1 | $3.19M | Sell |
5,986
-282
| -4% | -$150K | 0.24% | 55 |
|
|
2024
Q4 | $2.84M | Sell |
6,268
-158
| -2% | -$71.6K | 0.2% | 59 |
|
|
2024
Q3 | $2.96M | Buy |
6,426
+2
| +0% | +$921 | 0.2% | 57 |
|
|
2024
Q2 | $2.61M | Buy |
6,424
+357
| +6% | +$145K | 0.19% | 61 |
|
|
2024
Q1 | $2.55M | Sell |
6,067
-35
| -0.6% | -$14.7K | 0.2% | 67 |
|
|
2023
Q4 | $2.18M | Buy |
6,102
+28
| +0.5% | +$9.99K | 0.21% | 67 |
|
|
2023
Q3 | $2.13M | Sell |
6,074
-69
| -1% | -$24.2K | 0.22% | 58 |
|
|
2023
Q2 | $2.1M | Sell |
6,143
-95
| -2% | -$32.4K | 0.22% | 68 |
|
|
2023
Q1 | $1.93M | Sell |
6,238
-197
| -3% | -$60.8K | 0.21% | 70 |
|
|
2022
Q4 | $1.99M | Sell |
6,435
-237
| -4% | -$73.2K | 0.22% | 68 |
|
|
2022
Q3 | $1.78M | Buy |
6,672
+391
| +6% | +$104K | 0.19% | 76 |
|
|
2022
Q2 | $1.72M | Buy |
6,281
+62
| +1% | +$16.9K | 0.23% | 78 |
|
|
2022
Q1 | $2.2M | Buy |
6,219
+185
| +3% | +$65.3K | 0.22% | 69 |
|
|
2021
Q4 | $1.8M | Buy |
6,034
+168
| +3% | +$50.2K | 0.15% | 77 |
|
|
2021
Q3 | $1.6M | Buy |
5,866
+123
| +2% | +$33.6K | 0.13% | 79 |
|
|
2021
Q2 | $1.6M | Buy |
5,743
+12
| +0.2% | +$3.34K | 0.14% | 80 |
|
|
2021
Q1 | $1.46M | Sell |
5,731
-1,017
| -15% | -$260K | 0.12% | 83 |
|
|
2020
Q4 | $1.57M | Sell |
6,748
-171
| -2% | -$39.7K | 0.14% | 75 |
|
|
2020
Q3 | $1.47M | Sell |
6,919
-113
| -2% | -$24.1K | 0.26% | 68 |
|
|
2020
Q2 | $1.26M | Buy |
7,032
+582
| +9% | +$104K | 0.24% | 73 |
|
|
2020
Q1 | $1.18M | Buy |
6,450
+808
| +14% | +$148K | 0.25% | 66 |
|
|
2019
Q4 | $1.28M | Sell |
5,642
-8
| -0.1% | -$1.81K | 0.26% | 73 |
|
|
2019
Q3 | $1.18M | Buy |
5,650
+35
| +0.6% | +$7.28K | 0.23% | 78 |
|
|
2019
Q2 | $1.2M | Buy |
5,615
+172
| +3% | +$36.7K | 0.21% | 77 |
|
|
2019
Q1 | $1.09M | Sell |
5,443
-1,014
| -16% | -$204K | 0.19% | 79 |
|
|
2018
Q4 | $1.32M | Sell |
6,457
-68
| -1% | -$13.9K | 0.26% | 68 |
|
|
2018
Q3 | $1.4M | Sell |
6,525
-955
| -13% | -$204K | 0.24% | 69 |
|
|
2018
Q2 | $1.4M | Buy |
7,480
+4,741
| +173% | +$885K | 0.25% | 67 |
|
|
2018
Q1 | $546K | Sell |
2,739
-287
| -9% | -$57.2K | 0.09% | 107 |
|
|
2017
Q4 | $600K | Buy |
3,026
+19
| +0.6% | +$3.77K | 0.1% | 106 |
|
|
2017
Q3 | $551K | Sell |
3,007
-279
| -8% | -$51.1K | 0.09% | 108 |
|
|
2017
Q2 | $557K | Sell |
3,286
-563
| -15% | -$95.4K | 0.09% | 106 |
|
|
2017
Q1 | $642K | Buy |
3,849
+778
| +25% | +$130K | 0.09% | 98 |
|
|
2016
Q4 | $501K | Sell |
3,071
-1,069
| -26% | -$174K | 0.06% | 129 |
|
|
2016
Q3 | $598K | Sell |
4,140
-589
| -12% | -$85.1K | 0.11% | 117 |
|
|
2016
Q2 | $685K | Sell |
4,729
-100
| -2% | -$14.5K | 0.17% | 106 |
|
|
2016
Q1 | $685K | Sell |
4,829
-120
| -2% | -$17K | 0.18% | 104 |
|
|
2015
Q4 | $653K | Buy |
4,949
+1,000
| +25% | +$132K | 0.16% | 91 |
|
|
2015
Q3 | $515K | Sell |
3,949
-55
| -1% | -$7.17K | 0.12% | 120 |
|
|
2015
Q2 | $545K | Hold |
4,004
| – | – | 0.07% | 126 |
|
|
2015
Q1 | $576K | Sell |
4,004
-20
| -0.5% | -$2.88K | 0.07% | 125 |
|
|
2014
Q4 | $604K | Buy |
4,024
+2,550
| +173% | +$383K | 0.04% | 125 |
|
|
2014
Q3 | $204K | Buy |
+1,474
| New | +$204K | 0.01% | 166 |
|
|
2014
Q1 | – | Sell |
-1,779
| Closed | -$211K | – | 161 |
|
|
2013
Q4 | $211K | Sell |
1,779
-150
| -8% | -$17.8K | 0.02% | 158 |
|
|
2013
Q3 | $219K | Sell |
1,929
-50
| -3% | -$5.68K | 0.02% | 150 |
|
|
2013
Q2 | $221K | Buy |
+1,979
| New | +$221K | 0.02% | 138 |
|