Guardian Wealth Management (Illinois)’s Berkshire Hathaway Class B BRK.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $184K | Sell |
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|
2024
Q4 | $161K | Sell |
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|
2024
Q3 | $166K | Sell |
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|
2024
Q2 | $147K | Hold |
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|
2024
Q1 | $152K | Sell |
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|
2023
Q4 | $130K | Hold |
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|
2023
Q3 | $128K | Hold |
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|
2023
Q2 | $124K | Buy |
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|
2023
Q1 | $55.9K | Hold |
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|
2022
Q4 | $55.9K | Buy |
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|
2022
Q3 | $45K | Hold |
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|
2022
Q2 | $46K | Hold |
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|
2022
Q1 | $60K | Hold |
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|
2021
Q4 | $51K | Buy |
|