GW
GW & Wade’s Berkshire Hathaway Class A BRK.A Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $2.17M | Hold |
4
| – | – | 0.07% | 165 |
|
2023
Q3 | $2.13M | Hold |
4
| – | – | 0.08% | 154 |
|
2023
Q2 | $2.07M | Hold |
4
| – | – | 0.08% | 154 |
|
2023
Q1 | $1.86M | Hold |
4
| – | – | 0.07% | 160 |
|
2022
Q4 | $1.88M | Hold |
4
| – | – | 0.08% | 152 |
|
2022
Q3 | $1.63M | Hold |
4
| – | – | 0.08% | 148 |
|
2022
Q2 | $1.64M | Hold |
4
| – | – | 0.07% | 153 |
|
2022
Q1 | $2.12M | Hold |
4
| – | – | 0.09% | 128 |
|
2021
Q4 | $1.8M | Hold |
4
| – | – | 0.08% | 144 |
|
2021
Q3 | $1.65M | Sell |
4
-1
| -20% | -$412K | 0.08% | 148 |
|
2021
Q2 | $2.09M | Sell |
5
-1
| -17% | -$419K | 0.1% | 128 |
|
2021
Q1 | $2.31M | Sell |
6
-4
| -40% | -$1.54M | 0.12% | 108 |
|
2020
Q4 | $3.48M | Hold |
10
| – | – | 0.21% | 76 |
|
2020
Q3 | $3.2M | Sell |
10
-2
| -17% | -$640K | 0.24% | 69 |
|
2020
Q2 | $3.21M | Sell |
12
-2
| -14% | -$535K | 0.26% | 68 |
|
2020
Q1 | $3.81M | Hold |
14
| – | – | 0.36% | 63 |
|
2019
Q4 | $4.75M | Sell |
14
-1
| -7% | -$340K | 0.37% | 64 |
|
2019
Q3 | $4.68M | Hold |
15
| – | – | 0.4% | 62 |
|
2019
Q2 | $4.78M | Hold |
15
| – | – | 0.43% | 60 |
|
2019
Q1 | $4.52M | Hold |
15
| – | – | 0.43% | 61 |
|
2018
Q4 | $4.59M | Hold |
15
| – | – | 0.5% | 54 |
|
2018
Q3 | $4.8M | Hold |
15
| – | – | 0.51% | 53 |
|
2018
Q2 | $4.23M | Hold |
15
| – | – | 0.48% | 55 |
|
2018
Q1 | $4.49M | Hold |
15
| – | – | 0.52% | 53 |
|
2017
Q4 | $4.46M | Hold |
15
| – | – | 0.51% | 48 |
|
2017
Q3 | $4.12M | Hold |
15
| – | – | 0.5% | 49 |
|
2017
Q2 | $3.82M | Hold |
15
| – | – | 0.48% | 49 |
|
2017
Q1 | $3.75M | Hold |
15
| – | – | 0.49% | 47 |
|
2016
Q4 | $3.66M | Hold |
15
| – | – | 0.6% | 41 |
|
2016
Q3 | $3.24M | Hold |
15
| – | – | 0.58% | 45 |
|
2016
Q2 | $3.26M | Hold |
15
| – | – | 0.56% | 47 |
|
2016
Q1 | $3.2M | Hold |
15
| – | – | 0.62% | 44 |
|
2015
Q4 | $2.97M | Hold |
15
| – | – | 0.62% | 43 |
|
2015
Q3 | $2.93M | Hold |
15
| – | – | 0.65% | 41 |
|
2015
Q2 | $3.07M | Hold |
15
| – | – | 0.61% | 41 |
|
2015
Q1 | $3.26M | Buy |
15
+11
| +275% | +$2.39M | 0.61% | 41 |
|
2014
Q4 | $904K | Buy |
+4
| New | +$904K | 0.24% | 71 |
|