IWS
Insight 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 | $553K | Buy |
1,130
+26
| +2% | +$12.7K | 0.07% | 117 |
|
|
2025
Q1 | $588K | Buy |
1,104
+118
| +12% | +$62.8K | 0.08% | 116 |
|
|
2024
Q4 | $447K | Buy |
986
+514
| +109% | +$233K | 0.06% | 123 |
|
|
2024
Q3 | $217K | Buy |
+472
| New | +$217K | 0.03% | 154 |
|
|
2021
Q2 | – | Sell |
-2,777
| Closed | -$709K | – | 192 |
|
|
2021
Q1 | $709K | Sell |
2,777
-17
| -0.6% | -$4.34K | 0.1% | 127 |
|
|
2020
Q4 | $648K | Buy |
2,794
+307
| +12% | +$71.2K | 0.11% | 101 |
|
|
2020
Q3 | $530K | Buy |
2,487
+120
| +5% | +$25.6K | 0.1% | 96 |
|
|
2020
Q2 | $423K | Sell |
2,367
-219
| -8% | -$39.1K | 0.09% | 97 |
|
|
2020
Q1 | $473K | Buy |
2,586
+814
| +46% | +$149K | 0.13% | 78 |
|
|
2019
Q4 | $401K | Sell |
1,772
-22
| -1% | -$4.98K | 0.08% | 150 |
|
|
2019
Q3 | $373K | Hold |
1,794
| – | – | 0.09% | 140 |
|
|
2019
Q2 | $382K | Hold |
1,794
| – | – | 0.09% | 124 |
|
|
2019
Q1 | $360K | Buy |
1,794
+13
| +0.7% | +$2.61K | 0.1% | 115 |
|
|
2018
Q4 | $364K | Buy |
+1,781
| New | +$364K | 0.11% | 105 |
|