IFWM

Institute for Wealth Management’s Berkshire Hathaway Class A BRK.A Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.92M	Hold	4	–	–	0.33%	58
2025 Q1	$3.19M	Buy	+4	New	+$3.19M	0.41%	47
2023 Q3	–	Sell	-4	Closed	-$2.07M	–	452
2023 Q2	$2.07M	Hold	4	–	–	0.35%	66
2023 Q1	$1.86M	Hold	4	–	–	0.36%	68
2022 Q4	$1.87M	Hold	4	–	–	0.39%	65
2022 Q3	$1.63M	Hold	4	–	–	0.36%	70
2022 Q2	$1.64M	Hold	4	–	–	0.32%	78
2022 Q1	$2.12M	Hold	4	–	–	0.34%	70
2021 Q4	$1.8M	Hold	4	–	–	0.29%	82
2021 Q3	$1.65M	Hold	4	–	–	0.29%	87
2021 Q2	$1.67M	Hold	4	–	–	0.29%	86
2021 Q1	$1.54M	Hold	4	–	–	0.29%	88
2020 Q4	$1.39M	Hold	4	–	–	0.28%	91
2020 Q3	$1.28M	Hold	4	–	–	0.29%	84
2020 Q2	$1.07M	Hold	4	–	–	0.26%	103
2020 Q1	$1.09M	Hold	4	–	–	0.34%	76
2019 Q4	$1.36M	Hold	4	–	–	0.31%	86
2019 Q3	$1.25M	Hold	4	–	–	0.31%	89
2019 Q2	$1.27M	Buy	+4	New	+$1.27M	0.28%	94
2019 Q1	–	Sell	-4	Closed	-$1.22M	–	448
2018 Q4	$1.22M	Buy	+4	New	+$1.22M	0.5%	50
2018 Q1	–	Sell	-4	Closed	-$1.19M	–	269
2017 Q4	$1.19M	Buy	+4	New	+$1.19M	0.27%	113
2017 Q3	–	Sell	-4	Closed	-$1.02M	–	264
2017 Q2	$1.02M	Buy	+4	New	+$1.02M	0.28%	110