MRWM
ML&R 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
Q1 | $265K | Sell |
630
-1,250
| -66% | -$526K | 0.06% | 59 |
|
|
2023
Q4 | $671K | Buy |
1,880
+7
| +0.4% | +$2.5K | 0.15% | 36 |
|
|
2023
Q3 | $656K | Sell |
1,873
-17,972
| -91% | -$6.3M | 0.17% | 32 |
|
|
2023
Q2 | $6.77M | Buy |
19,845
+19,025
| +2,320% | +$6.49M | 1.49% | 10 |
|
|
2023
Q1 | $253K | Sell |
820
-121
| -13% | -$37.4K | 0.07% | 58 |
|
|
2022
Q4 | $291K | Buy |
941
+24
| +3% | +$7.41K | 0.09% | 41 |
|
|
2022
Q3 | $245K | Sell |
917
-15
| -2% | -$4.01K | 0.08% | 58 |
|
|
2022
Q2 | $254K | Buy |
932
+6
| +0.6% | +$1.64K | 0.11% | 41 |
|
|
2022
Q1 | $327K | Buy |
926
+69
| +8% | +$24.4K | 0.12% | 37 |
|
|
2021
Q4 | $256K | Buy |
+857
| New | +$256K | 0.1% | 38 |
|