GW
GW & Wade’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $21.7M | Buy |
60,744
+1,434
| +2% | +$511K | 0.7% | 42 |
|
|
2023
Q3 | $20.8M | Buy |
59,310
+4,795
| +9% | +$1.68M | 0.77% | 37 |
|
|
2023
Q2 | $18.6M | Buy |
54,515
+7,957
| +17% | +$2.71M | 0.68% | 42 |
|
|
2023
Q1 | $14.4M | Buy |
46,558
+1,488
| +3% | +$459K | 0.55% | 58 |
|
|
2022
Q4 | $13.9M | Buy |
45,070
+4,093
| +10% | +$1.26M | 0.57% | 57 |
|
|
2022
Q3 | $10.9M | Sell |
40,977
-12,896
| -24% | -$3.44M | 0.54% | 58 |
|
|
2022
Q2 | $14.7M | Buy |
53,873
+14,177
| +36% | +$3.87M | 0.67% | 44 |
|
|
2022
Q1 | $14M | Sell |
39,696
-1,404
| -3% | -$495K | 0.6% | 52 |
|
|
2021
Q4 | $12.3M | Sell |
41,100
-2,608
| -6% | -$780K | 0.53% | 61 |
|
|
2021
Q3 | $11.9M | Buy |
43,708
+529
| +1% | +$144K | 0.57% | 59 |
|
|
2021
Q2 | $12M | Buy |
43,179
+1,896
| +5% | +$527K | 0.58% | 58 |
|
|
2021
Q1 | $10.5M | Buy |
41,283
+12,856
| +45% | +$3.28M | 0.56% | 60 |
|
|
2020
Q4 | $6.59M | Buy |
28,427
+11,070
| +64% | +$2.57M | 0.4% | 64 |
|
|
2020
Q3 | $3.7M | Buy |
17,357
+1,456
| +9% | +$310K | 0.28% | 68 |
|
|
2020
Q2 | $2.84M | Sell |
15,901
-3,482
| -18% | -$621K | 0.23% | 74 |
|
|
2020
Q1 | $3.54M | Buy |
19,383
+1,050
| +6% | +$192K | 0.33% | 66 |
|
|
2019
Q4 | $4.15M | Buy |
18,333
+663
| +4% | +$150K | 0.32% | 68 |
|
|
2019
Q3 | $3.68M | Buy |
17,670
+218
| +1% | +$45.4K | 0.31% | 69 |
|
|
2019
Q2 | $3.72M | Sell |
17,452
-440
| -2% | -$93.8K | 0.34% | 67 |
|
|
2019
Q1 | $3.59M | Buy |
17,892
+295
| +2% | +$59.3K | 0.34% | 66 |
|
|
2018
Q4 | $3.59M | Sell |
17,597
-5
| -0% | -$1.02K | 0.39% | 64 |
|
|
2018
Q3 | $3.77M | Buy |
17,602
+250
| +1% | +$53.5K | 0.4% | 63 |
|
|
2018
Q2 | $3.24M | Buy |
17,352
+1,114
| +7% | +$208K | 0.37% | 66 |
|
|
2018
Q1 | $3.24M | Buy |
16,238
+2,193
| +16% | +$437K | 0.37% | 65 |
|
|
2017
Q4 | $2.78M | Buy |
14,045
+804
| +6% | +$159K | 0.32% | 67 |
|
|
2017
Q3 | $2.43M | Buy |
13,241
+611
| +5% | +$112K | 0.29% | 66 |
|
|
2017
Q2 | $2.14M | Buy |
12,630
+68
| +0.5% | +$11.5K | 0.27% | 66 |
|
|
2017
Q1 | $2.09M | Buy |
12,562
+2,453
| +24% | +$409K | 0.27% | 69 |
|
|
2016
Q4 | $1.65M | Sell |
10,109
-114
| -1% | -$18.6K | 0.27% | 72 |
|
|
2016
Q3 | $1.48M | Sell |
10,223
-18,420
| -64% | -$2.66M | 0.27% | 73 |
|
|
2016
Q2 | $4.15M | Buy |
28,643
+18,100
| +172% | +$2.62M | 0.71% | 40 |
|
|
2016
Q1 | $1.5M | Sell |
10,543
-115
| -1% | -$16.3K | 0.29% | 66 |
|
|
2015
Q4 | $1.41M | Sell |
10,658
-75
| -0.7% | -$9.9K | 0.3% | 66 |
|
|
2015
Q3 | $1.4M | Sell |
10,733
-190
| -2% | -$24.8K | 0.31% | 69 |
|
|
2015
Q2 | $1.49M | Buy |
10,923
+1,995
| +22% | +$272K | 0.29% | 74 |
|
|
2015
Q1 | $1.29M | Buy |
+8,928
| New | +$1.29M | 0.24% | 82 |
|