MWM
Mascoma 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 | $1.13M | Hold |
2,335
| – | – | 0.26% | 35 |
|
|
2025
Q1 | $1.24M | Buy |
2,335
+50
| +2% | +$26.6K | 0.31% | 31 |
|
|
2024
Q4 | $1.04M | Buy |
2,285
+11
| +0.5% | +$4.99K | 0.26% | 33 |
|
|
2024
Q3 | $1.05M | Buy |
2,274
+22
| +1% | +$10.1K | 0.26% | 33 |
|
|
2024
Q2 | $916K | Sell |
2,252
-167
| -7% | -$67.9K | 0.24% | 31 |
|
|
2024
Q1 | $1.02M | Sell |
2,419
-11
| -0.5% | -$4.63K | 0.29% | 34 |
|
|
2023
Q4 | $867K | Sell |
2,430
-57
| -2% | -$20.3K | 0.26% | 39 |
|
|
2023
Q3 | $871K | Buy |
2,487
+144
| +6% | +$50.4K | 0.27% | 43 |
|
|
2023
Q2 | $852K | Sell |
2,343
-847
| -27% | -$308K | 0.26% | 46 |
|
|
2023
Q1 | $1.05M | Sell |
3,190
-336
| -10% | -$110K | 0.31% | 43 |
|
|
2022
Q4 | $1.09M | Sell |
3,526
-34
| -1% | -$10.5K | 0.35% | 43 |
|
|
2022
Q3 | $951K | Sell |
3,560
-100
| -3% | -$26.7K | 0.33% | 46 |
|
|
2022
Q2 | $999K | Sell |
3,660
-6
| -0.2% | -$1.64K | 0.34% | 48 |
|
|
2022
Q1 | $1.29M | Buy |
3,666
+1,230
| +50% | +$434K | 0.41% | 45 |
|
|
2021
Q4 | $728K | Sell |
2,436
-40
| -2% | -$12K | 0.25% | 55 |
|
|
2021
Q3 | $676K | Hold |
2,476
| – | – | 0.26% | 52 |
|
|
2021
Q2 | $688K | Buy |
2,476
+48
| +2% | +$13.3K | 0.29% | 49 |
|
|
2021
Q1 | $620K | Buy |
2,428
+1,055
| +77% | +$269K | 0.27% | 50 |
|
|
2020
Q4 | $318K | Buy |
+1,373
| New | +$318K | 0.16% | 75 |
|
|
2019
Q3 | $286K | Sell |
1,373
-1,821
| -57% | -$379K | 0.18% | 62 |
|
|
2019
Q2 | $681K | Hold |
3,194
| – | – | 0.43% | 36 |
|
|
2019
Q1 | $642K | Sell |
3,194
-6
| -0.2% | -$1.21K | 0.43% | 32 |
|
|
2018
Q4 | $653K | Buy |
3,200
+6
| +0.2% | +$1.22K | 0.5% | 29 |
|
|
2018
Q3 | $684K | Buy |
3,194
+130
| +4% | +$27.8K | 0.45% | 29 |
|
|
2018
Q2 | $572K | Buy |
3,064
+90
| +3% | +$16.8K | 0.4% | 35 |
|
|
2018
Q1 | $593K | Hold |
2,974
| – | – | 0.39% | 33 |
|
|
2017
Q4 | $622K | Sell |
2,974
-10,000
| -77% | -$2.09M | 0.38% | 31 |
|
|
2017
Q3 | $2.38M | Buy |
12,974
+13
| +0.1% | +$2.38K | 1.59% | 17 |
|
|
2017
Q2 | $2.2M | Sell |
12,961
-95
| -0.7% | -$16.1K | 1.48% | 16 |
|
|
2017
Q1 | $2.18M | Buy |
13,056
+256
| +2% | +$42.7K | 1.56% | 15 |
|
|
2016
Q4 | $2.09M | Buy |
+12,800
| New | +$2.09M | 1.53% | 15 |
|