MWM
Mission 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,111
| Closed | -$467K | – | 624 |
|
|
2024
Q1 | $467K | Buy |
+1,111
| New | +$467K | 0.01% | 422 |
|
|
2022
Q2 | – | Sell |
-40,651
| Closed | -$14.3M | – | 488 |
|
|
2022
Q1 | $14.3M | Buy |
40,651
+888
| +2% | +$313K | 0.66% | 25 |
|
|
2021
Q4 | $11.9M | Buy |
39,763
+4,698
| +13% | +$1.4M | 0.54% | 30 |
|
|
2021
Q3 | $9.57M | Sell |
35,065
-728
| -2% | -$199K | 0.49% | 29 |
|
|
2021
Q2 | $9.95M | Buy |
35,793
+6
| +0% | +$1.67K | 0.53% | 29 |
|
|
2021
Q1 | $9.14M | Buy |
35,787
+1,180
| +3% | +$301K | 0.53% | 31 |
|
|
2020
Q4 | $8.02M | Sell |
34,607
-2,173
| -6% | -$504K | 0.5% | 34 |
|
|
2020
Q3 | $7.83M | Buy |
36,780
+423
| +1% | +$90.1K | 0.59% | 32 |
|
|
2020
Q2 | $6.49M | Buy |
36,357
+4,645
| +15% | +$829K | 0.56% | 31 |
|
|
2020
Q1 | $5.8M | Sell |
31,712
-137
| -0.4% | -$25K | 0.64% | 29 |
|
|
2019
Q4 | $7.21M | Buy |
31,849
+246
| +0.8% | +$55.7K | 0.69% | 25 |
|
|
2019
Q3 | $6.57M | Buy |
31,603
+434
| +1% | +$90.3K | 0.7% | 26 |
|
|
2019
Q2 | $6.64M | Buy |
31,169
+1,049
| +3% | +$224K | 0.74% | 25 |
|
|
2019
Q1 | $6.05M | Buy |
30,120
+581
| +2% | +$117K | 0.7% | 25 |
|
|
2018
Q4 | $6.03M | Buy |
29,539
+549
| +2% | +$112K | 0.79% | 22 |
|
|
2018
Q3 | $6.21M | Buy |
28,990
+395
| +1% | +$84.6K | 0.82% | 20 |
|
|
2018
Q2 | $5.34M | Buy |
28,595
+773
| +3% | +$144K | 0.79% | 20 |
|
|
2018
Q1 | $5.55M | Sell |
27,822
-2,410
| -8% | -$481K | 0.9% | 18 |
|
|
2017
Q4 | $5.99M | Buy |
30,232
+2,197
| +8% | +$436K | 1.03% | 20 |
|
|
2017
Q3 | $5.14M | Sell |
28,035
-296
| -1% | -$54.3K | 0.94% | 19 |
|
|
2017
Q2 | $4.8M | Buy |
28,331
+591
| +2% | +$100K | 0.91% | 20 |
|
|
2017
Q1 | $4.62M | Buy |
27,740
+15,411
| +125% | +$2.57M | 0.9% | 20 |
|
|
2016
Q4 | $2.01M | Sell |
12,329
-100
| -0.8% | -$16.3K | 0.4% | 36 |
|
|
2016
Q3 | $1.8M | Sell |
12,429
-60
| -0.5% | -$8.67K | 0.43% | 31 |
|
|
2016
Q2 | $1.81M | Sell |
12,489
-25
| -0.2% | -$3.62K | 0.48% | 26 |
|
|
2016
Q1 | $1.78M | Buy |
12,514
+3,850
| +44% | +$546K | 0.48% | 28 |
|
|
2015
Q4 | $1.14M | Buy |
8,664
+2,915
| +51% | +$385K | 0.32% | 34 |
|
|
2015
Q3 | $750K | Sell |
5,749
-1,950
| -25% | -$254K | 0.23% | 46 |
|
|
2015
Q2 | $1.11M | Buy |
+7,699
| New | +$1.11M | 0.38% | 32 |
|