HNW
High Note Wealth’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 | $8.41M | Sell |
17,310
-5
| -0% | -$2.43K | 1.93% | 17 |
|
2025
Q1 | $9.22M | Sell |
17,315
-66
| -0.4% | -$35.2K | 2.28% | 13 |
|
2024
Q4 | $7.88M | Buy |
17,381
+130
| +0.8% | +$58.9K | 2.05% | 16 |
|
2024
Q3 | $7.94M | Buy |
17,251
+98
| +0.6% | +$45.1K | 2.27% | 15 |
|
2024
Q2 | $6.98M | Buy |
17,153
+870
| +5% | +$354K | 2.13% | 15 |
|
2024
Q1 | $6.85M | Buy |
16,283
+733
| +5% | +$308K | 2.23% | 15 |
|
2023
Q4 | $5.55M | Buy |
15,550
+733
| +5% | +$261K | 2.09% | 15 |
|
2023
Q3 | $5.19M | Buy |
14,817
+480
| +3% | +$168K | 2.14% | 14 |
|
2023
Q2 | $4.89M | Sell |
14,337
-1,240
| -8% | -$423K | 1.99% | 17 |
|
2023
Q1 | $4.81M | Buy |
15,577
+219
| +1% | +$67.6K | 1.98% | 16 |
|
2022
Q4 | $4.74M | Buy |
15,358
+333
| +2% | +$103K | 1.99% | 16 |
|
2022
Q3 | $4.36M | Buy |
15,025
+477
| +3% | +$138K | 1.74% | 19 |
|
2022
Q2 | $3.97M | Buy |
14,548
+1,457
| +11% | +$398K | 1.55% | 19 |
|
2022
Q1 | $4.62M | Buy |
13,091
+135
| +1% | +$47.6K | 1.63% | 18 |
|
2021
Q4 | $3.88M | Buy |
12,956
+235
| +2% | +$70.3K | 1.31% | 27 |
|
2021
Q3 | $3.48M | Buy |
12,721
+267
| +2% | +$72.9K | 1.25% | 28 |
|
2021
Q2 | $3.46M | Sell |
12,454
-36
| -0.3% | -$10K | 1.26% | 24 |
|
2021
Q1 | $3.19M | Buy |
12,490
+38
| +0.3% | +$9.71K | 1.24% | 26 |
|
2020
Q4 | $2.89M | Buy |
+12,452
| New | +$2.89M | 1.23% | 26 |
|