MWM
Marietta 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 | $10.1M | Sell |
20,766
-58
| -0.3% | -$28.2K | 1.32% | 25 |
|
|
2025
Q1 | $11.1M | Buy |
20,824
+257
| +1% | +$137K | 1.63% | 16 |
|
|
2024
Q4 | $9.32M | Buy |
20,567
+915
| +5% | +$415K | 1.34% | 23 |
|
|
2024
Q3 | $9.05M | Buy |
19,652
+332
| +2% | +$153K | 1.31% | 22 |
|
|
2024
Q2 | $7.86M | Sell |
19,320
-577
| -3% | -$235K | 1.23% | 27 |
|
|
2024
Q1 | $8.37M | Buy |
19,897
+60
| +0.3% | +$25.2K | 1.38% | 21 |
|
|
2023
Q4 | $7.08M | Buy |
19,837
+83
| +0.4% | +$29.6K | 1.26% | 27 |
|
|
2023
Q3 | $6.92M | Sell |
19,754
-972
| -5% | -$340K | 1.37% | 21 |
|
|
2023
Q2 | $7.07M | Buy |
20,726
+752
| +4% | +$256K | 1.33% | 23 |
|
|
2023
Q1 | $7.56M | Sell |
19,974
-148
| -0.7% | -$56K | 1.61% | 13 |
|
|
2022
Q4 | $6.22M | Sell |
20,122
-682
| -3% | -$211K | 1.41% | 22 |
|
|
2022
Q3 | $5.56M | Buy |
20,804
+632
| +3% | +$169K | 1.39% | 26 |
|
|
2022
Q2 | $5.51M | Buy |
20,172
+1,237
| +7% | +$338K | 1.33% | 25 |
|
|
2022
Q1 | $6.68M | Buy |
18,935
+1,421
| +8% | +$501K | 1.4% | 26 |
|
|
2021
Q4 | $5.24M | Buy |
17,514
+199
| +1% | +$59.5K | 1.05% | 39 |
|
|
2021
Q3 | $4.73M | Buy |
17,315
+199
| +1% | +$54.3K | 1.03% | 39 |
|
|
2021
Q2 | $4.76M | Sell |
17,116
-145
| -0.8% | -$40.3K | 1.07% | 37 |
|
|
2021
Q1 | $4.41M | Buy |
17,261
+3,080
| +22% | +$787K | 1.1% | 34 |
|
|
2020
Q4 | $3.29M | Buy |
14,181
+384
| +3% | +$89K | 0.9% | 50 |
|
|
2020
Q3 | $2.94M | Sell |
13,797
-6,381
| -32% | -$1.36M | 0.92% | 51 |
|
|
2020
Q2 | $3.6M | Buy |
20,178
+638
| +3% | +$114K | 1.23% | 31 |
|
|
2020
Q1 | $3.57M | Sell |
19,540
-1,185
| -6% | -$217K | 1.39% | 23 |
|
|
2019
Q4 | $4.69M | Buy |
20,725
+572
| +3% | +$130K | 1.55% | 17 |
|
|
2019
Q3 | $4.19M | Buy |
20,153
+831
| +4% | +$173K | 1.53% | 17 |
|
|
2019
Q2 | $4.12M | Buy |
19,322
+575
| +3% | +$123K | 1.6% | 16 |
|
|
2019
Q1 | $3.77M | Buy |
18,747
+3,078
| +20% | +$618K | 1.55% | 17 |
|
|
2018
Q4 | $3.2M | Buy |
15,669
+2,345
| +18% | +$479K | 1.53% | 21 |
|
|
2018
Q3 | $2.85M | Buy |
13,324
+290
| +2% | +$62.1K | 1.26% | 26 |
|
|
2018
Q2 | $2.43M | Buy |
13,034
+771
| +6% | +$144K | 1.19% | 30 |
|
|
2018
Q1 | $2.45M | Buy |
12,263
+468
| +4% | +$93.3K | 1.28% | 26 |
|
|
2017
Q4 | $2.34M | Sell |
11,795
-661
| -5% | -$131K | 1.27% | 30 |
|
|
2017
Q3 | $2.28M | Sell |
12,456
-10
| -0.1% | -$1.83K | 1.28% | 29 |
|
|
2017
Q2 | $2.11M | Buy |
12,466
+691
| +6% | +$117K | 1.28% | 28 |
|
|
2017
Q1 | $1.96M | Buy |
11,775
+2,566
| +28% | +$428K | 1.3% | 30 |
|
|
2016
Q4 | $1.5M | Buy |
+9,209
| New | +$1.5M | 1.2% | 31 |
|