MW
MBL Wealth’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 | $5.24M | Sell |
10,788
-311
| -3% | -$151K | 0.5% | 46 |
|
|
2025
Q1 | $5.91M | Sell |
11,099
-78
| -0.7% | -$41.5K | 0.6% | 37 |
|
|
2024
Q4 | $5.07M | Buy |
11,177
+766
| +7% | +$347K | 0.51% | 41 |
|
|
2024
Q3 | $4.79M | Sell |
10,411
-75
| -0.7% | -$34.5K | 0.52% | 40 |
|
|
2024
Q2 | $4.27M | Sell |
10,486
-41
| -0.4% | -$16.7K | 0.48% | 48 |
|
|
2024
Q1 | $4.43M | Buy |
10,527
+142
| +1% | +$59.7K | 0.5% | 43 |
|
|
2023
Q4 | $3.7M | Sell |
10,385
-123
| -1% | -$43.9K | 0.46% | 40 |
|
|
2023
Q3 | $3.68M | Buy |
10,508
+180
| +2% | +$63.1K | 0.52% | 36 |
|
|
2023
Q2 | $3.52M | Buy |
10,328
+45
| +0.4% | +$15.3K | 0.5% | 35 |
|
|
2023
Q1 | $3.18M | Sell |
10,283
-88
| -0.8% | -$27.2K | 0.5% | 35 |
|
|
2022
Q4 | $3.2M | Buy |
10,371
+96
| +0.9% | +$29.7K | 0.61% | 33 |
|
|
2022
Q3 | $2.74M | Buy |
10,275
+76
| +0.7% | +$20.3K | 0.59% | 36 |
|
|
2022
Q2 | $2.79M | Buy |
10,199
+119
| +1% | +$32.5K | 0.69% | 34 |
|
|
2022
Q1 | $3.56M | Buy |
+10,080
| New | +$3.56M | 0.87% | 29 |
|
|
2021
Q3 | $2.7M | Buy |
+9,905
| New | +$2.7M | 0.93% | 32 |
|
|
2021
Q1 | $2.32M | Buy |
9,098
+231
| +3% | +$59K | 0.81% | 31 |
|
|
2020
Q4 | $2.06M | Buy |
+8,867
| New | +$2.06M | 0.81% | 32 |
|