Madison Wealth Management’s Berkshire Hathaway Class B BRK.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $18.7M | Sell |
53,472
-48
| -0.1% | -$16.8K | 3.94% | 5 |
|
|
2023
Q2 | $18.3M | Buy |
53,520
+93
| +0.2% | +$31.7K | 3.69% | 4 |
|
|
2023
Q1 | $16.5M | Sell |
53,427
-754
| -1% | -$233K | 3.57% | 4 |
|
|
2022
Q4 | $16.7M | Sell |
54,181
-95
| -0.2% | -$29.3K | 3.82% | 4 |
|
|
2022
Q3 | $14.5M | Buy |
54,276
+807
| +2% | +$215K | 3.56% | 5 |
|
|
2022
Q2 | $14.6M | Sell |
53,469
-453
| -0.8% | -$124K | 3.54% | 6 |
|
|
2022
Q1 | $19M | Sell |
53,922
-3,283
| -6% | -$1.16M | 4% | 5 |
|
|
2021
Q4 | $17.1M | Sell |
57,205
-290
| -0.5% | -$86.7K | 3.43% | 5 |
|
|
2021
Q3 | $15.7M | Buy |
57,495
+713
| +1% | +$195K | 3.43% | 6 |
|
|
2021
Q2 | $15.8M | Sell |
56,782
-37
| -0.1% | -$10.3K | 3.48% | 6 |
|
|
2021
Q1 | $14.5M | Sell |
56,819
-1,376
| -2% | -$352K | 3.55% | 6 |
|
|
2020
Q4 | $13.5M | Buy |
58,195
+436
| +0.8% | +$101K | 3.56% | 6 |
|
|
2020
Q3 | $12.3M | Sell |
57,759
-357
| -0.6% | -$76K | 3.69% | 6 |
|
|
2020
Q2 | $10.4M | Sell |
58,116
-13,471
| -19% | -$2.4M | 3.41% | 6 |
|
|
2020
Q1 | $13.1M | Sell |
71,587
-2,381
| -3% | -$435K | 5.25% | 4 |
|
|
2019
Q4 | $16.8M | Buy |
+73,968
| New | +$16.8M | 4.81% | 5 |
|