HWM
HB 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 | $65.7M | Sell |
135,338
-27,835
| -17% | -$13.5M | 0.52% | 27 |
|
|
2025
Q1 | $86.9M | Buy |
163,173
+27,671
| +20% | +$14.7M | 0.73% | 23 |
|
|
2024
Q4 | $61.4M | Buy |
135,502
+5,712
| +4% | +$2.59M | 0.63% | 20 |
|
|
2024
Q3 | $59.7M | Buy |
129,790
+12,127
| +10% | +$5.58M | 0.64% | 21 |
|
|
2024
Q2 | $47.9M | Buy |
117,663
+6,062
| +5% | +$2.47M | 0.56% | 23 |
|
|
2024
Q1 | $46.9M | Buy |
111,601
+6,333
| +6% | +$2.66M | 0.59% | 20 |
|
|
2023
Q4 | $37.5M | Buy |
105,268
+3,245
| +3% | +$1.16M | 0.54% | 20 |
|
|
2023
Q3 | $35.7M | Buy |
102,023
+2,689
| +3% | +$942K | 0.58% | 18 |
|
|
2023
Q2 | $33.9M | Buy |
99,334
+6,047
| +6% | +$2.06M | 0.54% | 19 |
|
|
2023
Q1 | $28.8M | Buy |
93,287
+3,429
| +4% | +$1.06M | 0.5% | 21 |
|
|
2022
Q4 | $27.8M | Buy |
89,858
+5,397
| +6% | +$1.67M | 0.51% | 21 |
|
|
2022
Q3 | $22.6M | Buy |
84,461
+3,988
| +5% | +$1.06M | 0.48% | 21 |
|
|
2022
Q2 | $22M | Buy |
80,473
+3,172
| +4% | +$866K | 0.45% | 21 |
|
|
2022
Q1 | $27.3M | Buy |
77,301
+3,596
| +5% | +$1.27M | 0.51% | 20 |
|
|
2021
Q4 | $22M | Buy |
+73,705
| New | +$22M | 0.44% | 18 |
|