IHWM
Iron Horse 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 | $1.22M | Sell |
2,504
-52
| -2% | -$25.3K | 0.36% | 19 |
|
|
2025
Q1 | $1.36M | Buy |
2,556
+537
| +27% | +$286K | 0.44% | 19 |
|
|
2024
Q4 | $915K | Sell |
2,019
-3
| -0.1% | -$1.36K | 0.31% | 20 |
|
|
2024
Q3 | $931K | Buy |
2,022
+46
| +2% | +$21.2K | 0.32% | 18 |
|
|
2024
Q2 | $804K | Buy |
1,976
+535
| +37% | +$218K | 0.31% | 18 |
|
|
2024
Q1 | $606K | Hold |
1,441
| – | – | 0.24% | 20 |
|
|
2023
Q4 | $514K | Sell |
1,441
-25
| -2% | -$8.92K | 0.22% | 23 |
|
|
2023
Q3 | $514K | Buy |
1,466
+153
| +12% | +$53.6K | 0.25% | 22 |
|
|
2023
Q2 | $448K | Hold |
1,313
| – | – | 0.22% | 26 |
|
|
2023
Q1 | $405K | Buy |
1,313
+30
| +2% | +$9.27K | 0.2% | 24 |
|
|
2022
Q4 | $396K | Buy |
1,283
+903
| +238% | +$279K | 0.21% | 24 |
|
|
2022
Q3 | $101K | Sell |
380
-903
| -70% | -$240K | 0.15% | 28 |
|
|
2022
Q2 | $350K | Buy |
1,283
+458
| +56% | +$125K | 0.2% | 26 |
|
|
2022
Q1 | $291K | Hold |
825
| – | – | 0.16% | 28 |
|
|
2021
Q4 | $247K | Sell |
825
-2
| -0.2% | -$599 | 0.14% | 31 |
|
|
2021
Q3 | $226K | Hold |
827
| – | – | 0.14% | 32 |
|
|
2021
Q2 | $230K | Hold |
827
| – | – | 0.15% | 32 |
|
|
2021
Q1 | $211K | Buy |
827
+123
| +17% | +$31.4K | 0.16% | 33 |
|
|
2020
Q4 | $163K | Buy |
+704
| New | +$163K | 0.13% | 42 |
|