HWM
Horizon 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 | $1.89M | Sell |
3,881
-117
| -3% | -$56.8K | 0.33% | 29 |
|
|
2025
Q1 | $2.13M | Buy |
3,998
+160
| +4% | +$85.2K | 0.36% | 24 |
|
|
2024
Q4 | $1.74M | Buy |
3,838
+15
| +0.4% | +$6.8K | 0.3% | 26 |
|
|
2024
Q3 | $1.76M | Buy |
3,823
+69
| +2% | +$31.8K | 0.35% | 27 |
|
|
2024
Q2 | $1.53M | Sell |
3,754
-18
| -0.5% | -$7.32K | 0.36% | 24 |
|
|
2024
Q1 | $1.59M | Buy |
3,772
+95
| +3% | +$39.9K | 0.41% | 23 |
|
|
2023
Q4 | $1.31M | Sell |
3,677
-33
| -0.9% | -$11.8K | 0.36% | 24 |
|
|
2023
Q3 | $1.3M | Sell |
3,710
-150
| -4% | -$52.5K | 0.52% | 20 |
|
|
2023
Q2 | $1.32M | Buy |
3,860
+14
| +0.4% | +$4.77K | 0.52% | 20 |
|
|
2023
Q1 | $1.19M | Buy |
3,846
+1,003
| +35% | +$310K | 0.89% | 16 |
|
|
2022
Q4 | $878K | Sell |
2,843
-336
| -11% | -$104K | 0.72% | 21 |
|
|
2022
Q3 | $849K | Sell |
3,179
-730
| -19% | -$195K | 0.62% | 22 |
|
|
2022
Q2 | $1.07M | Buy |
3,909
+1,330
| +52% | +$363K | 0.44% | 30 |
|
|
2022
Q1 | $910K | Hold |
2,579
| – | – | 0.28% | 38 |
|
|
2021
Q4 | $771K | Buy |
+2,579
| New | +$771K | 0.22% | 45 |
|