MWM
Maripau 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 | $1.07M | Buy |
2,194
+213
| +11% | +$104K | 0.54% | 47 |
|
|
2025
Q1 | $1.05M | Sell |
1,981
-569
| -22% | -$303K | 0.61% | 40 |
|
|
2024
Q4 | $1.16M | Buy |
+2,550
| New | +$1.16M | 0.69% | 34 |
|
|
2024
Q3 | – | Sell |
-2,520
| Closed | -$1.03M | – | 63 |
|
|
2024
Q2 | $1.03M | Buy |
2,520
+318
| +14% | +$129K | 0.7% | 35 |
|
|
2024
Q1 | $926K | Buy |
2,202
+558
| +34% | +$235K | 0.69% | 33 |
|
|
2023
Q4 | $586K | Buy |
1,644
+422
| +35% | +$150K | 0.51% | 44 |
|
|
2023
Q3 | $428K | Buy |
+1,222
| New | +$428K | 0.39% | 56 |
|
|
2023
Q1 | – | Sell |
-699
| Closed | -$213K | – | 79 |
|
|
2022
Q4 | $213K | Sell |
699
-59
| -8% | -$18K | 0.22% | 76 |
|
|
2022
Q3 | $224K | Buy |
758
+71
| +10% | +$21K | 0.24% | 74 |
|
|
2022
Q2 | $203K | Hold |
687
| – | – | 0.22% | 72 |
|
|
2022
Q1 | $225K | Sell |
687
-4
| -0.6% | -$1.31K | 0.2% | 81 |
|
|
2021
Q4 | $221K | Buy |
+691
| New | +$221K | 0.21% | 76 |
|