MWM
Merriman Wealth Management’s Berkshire Hathaway Class A BRK.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $681K | Sell |
1
-1
| -50% | -$681K | 0.03% | 107 |
|
|
2024
Q3 | $1.38M | Hold |
2
| – | – | 0.06% | 87 |
|
|
2024
Q2 | $1.22M | Buy |
+2
| New | +$1.22M | 0.05% | 86 |
|
|
2022
Q1 | – | Sell |
-2
| Closed | -$901K | – | 201 |
|
|
2021
Q4 | $901K | Buy |
+2
| New | +$901K | 0.07% | 109 |
|
|
2019
Q3 | – | Sell |
-9,898
| Closed | -$21.2K | – | 175 |
|
|
2019
Q2 | $21.2K | Buy |
+9,898
| New | +$21.2K | 0.41% | 57 |
|
|
2018
Q4 | – | Sell |
-1
| Closed | -$320K | – | 175 |
|
|
2018
Q3 | $320K | Sell |
1
-1
| -50% | -$320K | 0.07% | 137 |
|
|
2018
Q2 | $564K | Hold |
2
| – | – | 0.13% | 102 |
|
|
2018
Q1 | $598K | Hold |
2
| – | – | 0.16% | 109 |
|
|
2017
Q4 | $595K | Sell |
2
-2
| -50% | -$595K | 0.15% | 107 |
|
|
2017
Q3 | $1.1M | Buy |
4
+1
| +33% | +$275K | 0.26% | 77 |
|
|
2017
Q2 | $721K | Sell |
3
-1
| -25% | -$240K | 0.2% | 68 |
|
|
2017
Q1 | $999K | Hold |
4
| – | – | 0.24% | 77 |
|
|
2016
Q4 | $976K | Buy |
+4
| New | +$976K | 0.27% | 73 |
|
|
2016
Q3 | – | Sell |
-1
| Closed | -$217K | – | 135 |
|
|
2016
Q2 | $217K | Hold |
1
| – | – | 0.06% | 96 |
|
|
2016
Q1 | $213K | Buy |
+1
| New | +$213K | 0.2% | 50 |
|
|
2015
Q1 | – | Sell |
-100
| Closed | -$223K | – | 47 |
|
|
2014
Q4 | $223K | Buy |
+100
| New | +$223K | 0.32% | 37 |
|