HSWS
Higgins & Schmidt Wealth Strategies’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 | $398K | Hold |
820
| – | – | 0.22% | 37 |
|
|
2025
Q1 | $437K | Hold |
820
| – | – | 0.26% | 30 |
|
|
2024
Q4 | $372K | Sell |
820
-10
| -1% | -$4.53K | 0.23% | 34 |
|
|
2024
Q3 | $382K | Hold |
830
| – | – | 0.25% | 37 |
|
|
2024
Q2 | $338K | Buy |
830
+3
| +0.4% | +$1.22K | 0.24% | 37 |
|
|
2024
Q1 | $348K | Buy |
827
+99
| +14% | +$41.6K | 0.26% | 35 |
|
|
2023
Q4 | $260K | Buy |
+728
| New | +$260K | 0.21% | 37 |
|