JPWM
Jamison Private 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 | $9.58M | Buy |
19,729
+81
| +0.4% | +$39.3K | 1.38% | 23 |
|
|
2025
Q1 | $10.5M | Sell |
19,648
-461
| -2% | -$246K | 1.59% | 19 |
|
|
2024
Q4 | $9.12M | Buy |
20,109
+976
| +5% | +$442K | 1.35% | 24 |
|
|
2024
Q3 | $8.81M | Buy |
19,133
+554
| +3% | +$255K | 1.34% | 22 |
|
|
2024
Q2 | $7.56M | Buy |
18,579
+291
| +2% | +$118K | 1.26% | 26 |
|
|
2024
Q1 | $7.69M | Buy |
18,288
+637
| +4% | +$268K | 1.3% | 23 |
|
|
2023
Q4 | $6.3M | Sell |
17,651
-2
| -0% | -$713 | 1.18% | 29 |
|
|
2023
Q3 | $6.18M | Buy |
+17,653
| New | +$6.18M | 1.28% | 26 |
|