MWM
Mattern 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 | $2.46M | Hold |
5,054
| – | – | 0.51% | 34 |
|
|
2025
Q1 | $2.69M | Buy |
5,054
+1,104
| +28% | +$588K | 0.6% | 34 |
|
|
2024
Q4 | $1.79M | Sell |
3,950
-1,200
| -23% | -$544K | 0.39% | 54 |
|
|
2024
Q3 | $2.37M | Sell |
5,150
-80
| -2% | -$36.8K | 0.52% | 43 |
|
|
2024
Q2 | $2.13M | Sell |
5,230
-277
| -5% | -$113K | 0.51% | 52 |
|
|
2024
Q1 | $2.32M | Buy |
5,507
+23
| +0.4% | +$9.67K | 0.56% | 54 |
|
|
2023
Q4 | $1.96M | Buy |
5,484
+170
| +3% | +$60.6K | 0.5% | 58 |
|
|
2023
Q3 | $1.86M | Sell |
5,314
-303
| -5% | -$106K | 0.55% | 50 |
|
|
2023
Q2 | $1.92M | Sell |
5,617
-73
| -1% | -$24.9K | 0.56% | 52 |
|
|
2023
Q1 | $1.76M | Sell |
5,690
-315
| -5% | -$97.3K | 0.58% | 53 |
|
|
2022
Q4 | $1.85M | Buy |
6,005
+113
| +2% | +$34.9K | 0.75% | 46 |
|
|
2022
Q3 | $1.57M | Buy |
5,892
+150
| +3% | +$40K | 0.63% | 47 |
|
|
2022
Q2 | $1.57M | Buy |
5,742
+440
| +8% | +$120K | 0.61% | 50 |
|
|
2022
Q1 | $1.87M | Sell |
5,302
-265
| -5% | -$93.5K | 0.61% | 47 |
|
|
2021
Q4 | $1.67M | Sell |
5,567
-71
| -1% | -$21.2K | 0.49% | 51 |
|
|
2021
Q3 | $1.54M | Hold |
5,638
| – | – | 0.52% | 53 |
|
|
2021
Q2 | $1.57M | Buy |
5,638
+815
| +17% | +$227K | 0.5% | 54 |
|
|
2021
Q1 | $1.23M | Sell |
4,823
-110
| -2% | -$28.1K | 0.43% | 65 |
|
|
2020
Q4 | $1.14M | Buy |
4,933
+142
| +3% | +$32.9K | 0.43% | 69 |
|
|
2020
Q3 | $1.02M | Hold |
4,791
| – | – | 0.44% | 70 |
|
|
2020
Q2 | $855K | Sell |
4,791
-869
| -15% | -$155K | 0.42% | 74 |
|
|
2020
Q1 | $1.04M | Sell |
5,660
-795
| -12% | -$145K | 0.75% | 41 |
|
|
2019
Q4 | $1.46M | Buy |
+6,455
| New | +$1.46M | 0.88% | 45 |
|