HNWAG
High Net Worth Advisory Group’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 | $1.23M | Buy |
2,538
+7
| +0.3% | +$3.4K | 0.33% | 65 |
|
|
2025
Q1 | $1.35M | Sell |
2,531
-10
| -0.4% | -$5.33K | 0.38% | 62 |
|
|
2024
Q4 | $1.15M | Buy |
2,541
+5
| +0.2% | +$2.27K | 0.32% | 69 |
|
|
2024
Q3 | $1.17M | Sell |
2,536
-216
| -8% | -$99.4K | 0.32% | 68 |
|
|
2024
Q2 | $1.12M | Hold |
2,752
| – | – | 0.34% | 65 |
|
|
2024
Q1 | $1.16M | Buy |
2,752
+756
| +38% | +$318K | 0.36% | 63 |
|
|
2023
Q4 | $712K | Sell |
1,996
-263
| -12% | -$93.8K | 0.26% | 87 |
|
|
2023
Q3 | $791K | Buy |
2,259
+131
| +6% | +$45.9K | 0.32% | 78 |
|
|
2023
Q2 | $726K | Sell |
2,128
-194
| -8% | -$66.2K | 0.28% | 86 |
|
|
2023
Q1 | $717K | Sell |
2,322
-225
| -9% | -$69.5K | 0.29% | 88 |
|
|
2022
Q4 | $787K | Buy |
2,547
+1,447
| +132% | +$447K | 0.31% | 80 |
|
|
2022
Q3 | $294K | Buy |
1,100
+6
| +0.5% | +$1.6K | 0.13% | 141 |
|
|
2022
Q2 | $299K | Sell |
1,094
-264
| -19% | -$72.2K | 0.12% | 141 |
|
|
2022
Q1 | $479K | Buy |
1,358
+51
| +4% | +$18K | 0.17% | 111 |
|
|
2021
Q4 | $391K | Buy |
+1,307
| New | +$391K | 0.14% | 130 |
|