MSWM
McGlone Suttner 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 | $1.29M | Hold |
2,660
| – | – | 0.2% | 54 |
|
|
2025
Q1 | $1.42M | Hold |
2,660
| – | – | 0.23% | 46 |
|
|
2024
Q4 | $1.21M | Buy |
2,660
+102
| +4% | +$46.2K | 0.2% | 54 |
|
|
2024
Q3 | $1.18M | Buy |
2,558
+98
| +4% | +$45.1K | 0.24% | 53 |
|
|
2024
Q2 | $877K | Sell |
2,460
-80
| -3% | -$28.5K | 0.18% | 61 |
|
|
2024
Q1 | $1.07M | Buy |
2,540
+80
| +3% | +$33.6K | 0.2% | 58 |
|
|
2023
Q4 | $877K | Hold |
2,460
| – | – | 0.17% | 61 |
|
|
2023
Q3 | $862K | Sell |
2,460
-615
| -20% | -$215K | 0.2% | 57 |
|
|
2023
Q2 | $1.05M | Sell |
3,075
-31
| -1% | -$10.6K | 0.24% | 48 |
|
|
2023
Q1 | $959K | Hold |
3,106
| – | – | 0.25% | 43 |
|
|
2022
Q4 | $959K | Buy |
+3,106
| New | +$959K | 0.3% | 44 |
|