MWM
MGB 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 | $3.8M | Sell |
7,833
-13
| -0.2% | -$6.31K | 1.25% | 11 |
|
|
2025
Q1 | $4.15M | Buy |
7,846
+277
| +4% | +$147K | 1.5% | 10 |
|
|
2024
Q4 | $3.43M | Buy |
7,569
+403
| +6% | +$182K | 1.06% | 11 |
|
|
2024
Q3 | $3.29M | Buy |
7,166
+250
| +4% | +$115K | 1.19% | 13 |
|
|
2024
Q2 | $2.91M | Buy |
6,916
+310
| +5% | +$130K | 1.09% | 17 |
|
|
2024
Q1 | $2.77M | Buy |
6,606
+161
| +2% | +$67.6K | 1.13% | 19 |
|
|
2023
Q4 | $2.3M | Buy |
+6,445
| New | +$2.3M | 1.16% | 16 |
|