MWM
MinichMacGregor 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 | $5.17M | Buy |
10,643
+10,069
| +1,754% | +$4.89M | 1.11% | 33 |
|
|
2025
Q1 | $306K | Sell |
574
-19
| -3% | -$10.1K | 0.07% | 93 |
|
|
2024
Q4 | $269K | Buy |
593
+17
| +3% | +$7.71K | 0.06% | 105 |
|
|
2024
Q3 | $265K | Sell |
576
-9
| -2% | -$4.14K | 0.06% | 97 |
|
|
2024
Q2 | $238K | Sell |
585
-3
| -0.5% | -$1.22K | 0.06% | 92 |
|
|
2024
Q1 | $247K | Hold |
588
| – | – | 0.06% | 93 |
|
|
2023
Q4 | $210K | Sell |
588
-13
| -2% | -$4.64K | 0.06% | 99 |
|
|
2023
Q3 | $211K | Buy |
601
+8
| +1% | +$2.8K | 0.07% | 88 |
|
|
2023
Q2 | $202K | Sell |
593
-83
| -12% | -$28.3K | 0.06% | 92 |
|
|
2023
Q1 | $209K | Buy |
676
+95
| +16% | +$29.3K | 0.07% | 92 |
|
|
2022
Q4 | $179K | Buy |
+581
| New | +$179K | 0.06% | 85 |
|
|
2022
Q2 | – | Sell |
-610
| Closed | -$215K | – | 79 |
|
|
2022
Q1 | $215K | Buy |
+610
| New | +$215K | 0.07% | 81 |
|
|
2020
Q2 | – | Sell |
-1,794
| Closed | -$338K | – | 66 |
|
|
2020
Q1 | $338K | Buy |
+1,794
| New | +$338K | 0.3% | 66 |
|
|
2019
Q1 | – | Sell |
-3,450
| Closed | -$633K | – | 58 |
|
|
2018
Q4 | $633K | Buy |
3,450
+2,866
| +491% | +$526K | 0.43% | 59 |
|
|
2018
Q3 | $125K | Sell |
584
-15
| -3% | -$3.21K | 0.08% | 70 |
|
|
2018
Q2 | $112K | Hold |
599
| – | – | 0.08% | 71 |
|
|
2018
Q1 | $119K | Sell |
599
-22
| -4% | -$4.37K | 0.09% | 61 |
|
|
2017
Q4 | $123K | Hold |
621
| – | – | 0.1% | 58 |
|
|
2017
Q3 | $113K | Sell |
621
-3
| -0.5% | -$546 | 0.09% | 60 |
|
|
2017
Q2 | $105K | Hold |
624
| – | – | 0.09% | 60 |
|
|
2017
Q1 | $104K | Hold |
624
| – | – | 0.09% | 60 |
|
|
2016
Q4 | $101K | Sell |
624
-100
| -14% | -$16.2K | 0.09% | 64 |
|
|
2016
Q3 | $104K | Hold |
724
| – | – | 0.1% | 58 |
|
|
2016
Q2 | $104K | Hold |
724
| – | – | 0.1% | 60 |
|
|
2016
Q1 | $102K | Buy |
724
+114
| +19% | +$16.1K | 0.1% | 59 |
|
|
2015
Q4 | $87K | Buy |
+610
| New | +$87K | 0.08% | 68 |
|