MWM
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Maridea Wealth Management’s Berkshire Hathaway Class B BRK.B Stock Holding History

Maridea Wealth Management’s Portfolio BRK.B Stock Details BRK.B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.1M Sell
2,270
-957
-30% -$465K 0.29% 73
2025
Q1 		$1.72M Sell
3,227
-163
-5% -$86.8K 0.56% 36
2024
Q4 		$1.54M Buy
+3,390
New +$1.54M 0.49% 33