IFWM
Institute for 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 | $5.09M | Buy |
10,478
+13
| +0.1% | +$6.32K | 0.57% | 33 |
|
|
2025
Q1 | $5.57M | Sell |
10,465
-10
| -0.1% | -$5.33K | 0.72% | 20 |
|
|
2024
Q4 | $4.75M | Sell |
10,475
-201
| -2% | -$91.1K | 0.59% | 30 |
|
|
2024
Q3 | $4.91M | Sell |
10,676
-40
| -0.4% | -$18.4K | 0.62% | 27 |
|
|
2024
Q2 | $4.36M | Sell |
10,716
-186
| -2% | -$75.7K | 0.58% | 32 |
|
|
2024
Q1 | $4.58M | Buy |
10,902
+664
| +6% | +$279K | 0.59% | 28 |
|
|
2023
Q4 | $3.65M | Sell |
10,238
-82
| -0.8% | -$29.2K | 0.59% | 34 |
|
|
2023
Q3 | $3.62M | Sell |
10,320
-481
| -4% | -$169K | 0.65% | 26 |
|
|
2023
Q2 | $3.68M | Sell |
10,801
-78
| -0.7% | -$26.6K | 0.62% | 26 |
|
|
2023
Q1 | $3.36M | Sell |
10,879
-146
| -1% | -$45.1K | 0.64% | 30 |
|
|
2022
Q4 | $3.41M | Sell |
11,025
-7
| -0.1% | -$2.16K | 0.72% | 24 |
|
|
2022
Q3 | $2.95M | Sell |
11,032
-2,019
| -15% | -$539K | 0.66% | 29 |
|
|
2022
Q2 | $3.56M | Buy |
13,051
+330
| +3% | +$90.1K | 0.7% | 20 |
|
|
2022
Q1 | $4.49M | Buy |
12,721
+2,305
| +22% | +$813K | 0.73% | 20 |
|
|
2021
Q4 | $3.11M | Sell |
10,416
-962
| -8% | -$288K | 0.51% | 38 |
|
|
2021
Q3 | $3.11M | Buy |
11,378
+254
| +2% | +$69.3K | 0.55% | 35 |
|
|
2021
Q2 | $3.09M | Buy |
11,124
+144
| +1% | +$40K | 0.54% | 35 |
|
|
2021
Q1 | $2.81M | Buy |
10,980
+1,450
| +15% | +$370K | 0.53% | 39 |
|
|
2020
Q4 | $2.21M | Buy |
9,530
+2,011
| +27% | +$466K | 0.44% | 50 |
|
|
2020
Q3 | $1.6M | Sell |
7,519
-408
| -5% | -$86.9K | 0.37% | 63 |
|
|
2020
Q2 | $1.42M | Buy |
7,927
+2,321
| +41% | +$414K | 0.35% | 73 |
|
|
2020
Q1 | $1.03M | Buy |
5,606
+362
| +7% | +$66.2K | 0.32% | 82 |
|
|
2019
Q4 | $1.19M | Buy |
5,244
+179
| +4% | +$40.6K | 0.27% | 100 |
|
|
2019
Q3 | $1.05M | Sell |
5,065
-1,092
| -18% | -$227K | 0.27% | 104 |
|
|
2019
Q2 | $1.31M | Buy |
+6,157
| New | +$1.31M | 0.29% | 86 |
|
|
2019
Q1 | – | Sell |
-5,555
| Closed | -$1.13M | – | 449 |
|
|
2018
Q4 | $1.13M | Buy |
+5,555
| New | +$1.13M | 0.47% | 61 |
|
|
2013
Q3 | – | Sell |
-5
| Closed | -$1K | – | 72 |
|
|
2013
Q2 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 114 |
|