JWS
Juncture 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 | $963K | Sell |
1,983
-30
| -1% | -$14.6K | 0.34% | 50 |
|
|
2025
Q1 | $1.07M | Sell |
2,013
-3
| -0.1% | -$1.6K | 0.42% | 39 |
|
|
2024
Q4 | $914K | Buy |
2,016
+1
| +0% | +$453 | 0.34% | 46 |
|
|
2024
Q3 | $927K | Sell |
2,015
-72
| -3% | -$33.1K | 0.36% | 43 |
|
|
2024
Q2 | $849K | Sell |
2,087
-147
| -7% | -$59.8K | 0.36% | 47 |
|
|
2024
Q1 | $939K | Sell |
2,234
-6
| -0.3% | -$2.52K | 0.4% | 43 |
|
|
2023
Q4 | $799K | Sell |
2,240
-15
| -0.7% | -$5.35K | 0.36% | 50 |
|
|
2023
Q3 | $790K | Sell |
2,255
-5
| -0.2% | -$1.75K | 0.39% | 56 |
|
|
2023
Q2 | $771K | Buy |
2,260
+29
| +1% | +$9.89K | 0.36% | 54 |
|
|
2023
Q1 | $689K | Buy |
2,231
+23
| +1% | +$7.1K | 0.34% | 57 |
|
|
2022
Q4 | $682K | Sell |
2,208
-2
| -0.1% | -$618 | 0.32% | 53 |
|
|
2022
Q3 | $590K | Buy |
2,210
+272
| +14% | +$72.6K | 0.29% | 64 |
|
|
2022
Q2 | $529K | Buy |
1,938
+148
| +8% | +$40.4K | 0.26% | 62 |
|
|
2022
Q1 | $632K | Hold |
1,790
| – | – | 0.3% | 66 |
|
|
2021
Q4 | $535K | Hold |
1,790
| – | – | 0.25% | 78 |
|
|
2021
Q3 | $489K | Sell |
1,790
-248
| -12% | -$67.8K | 0.26% | 70 |
|
|
2021
Q2 | $589K | Buy |
+2,038
| New | +$589K | 0.34% | 65 |
|