MWM
Modera 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 | $47.5M | Sell |
97,879
-1,578
| -2% | -$767K | 0.59% | 44 |
|
|
2025
Q1 | $53M | Sell |
99,457
-358
| -0.4% | -$191K | 0.72% | 35 |
|
|
2024
Q4 | $45.2M | Sell |
99,815
-2,887
| -3% | -$1.31M | 0.55% | 43 |
|
|
2024
Q3 | $47.3M | Buy |
102,702
+2,845
| +3% | +$1.31M | 0.6% | 39 |
|
|
2024
Q2 | $40.6M | Sell |
99,857
-1,981
| -2% | -$806K | 0.6% | 44 |
|
|
2024
Q1 | $42.8M | Buy |
101,838
+3,260
| +3% | +$1.37M | 0.65% | 41 |
|
|
2023
Q4 | $35.2M | Buy |
98,578
+938
| +1% | +$335K | 0.58% | 49 |
|
|
2023
Q3 | $34.2M | Sell |
97,640
-1,124
| -1% | -$394K | 0.64% | 43 |
|
|
2023
Q2 | $33.7M | Buy |
98,764
+23,917
| +32% | +$8.16M | 0.61% | 44 |
|
|
2023
Q1 | $23.1M | Buy |
74,847
+517
| +0.7% | +$160K | 0.9% | 32 |
|
|
2022
Q4 | $23M | Buy |
74,330
+627
| +0.9% | +$194K | 0.93% | 31 |
|
|
2022
Q3 | $19.7M | Sell |
73,703
-375
| -0.5% | -$100K | 1% | 29 |
|
|
2022
Q2 | $20.2M | Sell |
74,078
-954
| -1% | -$260K | 0.96% | 28 |
|
|
2022
Q1 | $26.5M | Buy |
75,032
+1,927
| +3% | +$680K | 1.17% | 25 |
|
|
2021
Q4 | $21.9M | Buy |
73,105
+2,493
| +4% | +$745K | 0.83% | 29 |
|
|
2021
Q3 | $19.3M | Buy |
70,612
+1,462
| +2% | +$399K | 0.99% | 23 |
|
|
2021
Q2 | $19.2M | Buy |
69,150
+821
| +1% | +$228K | 1.04% | 23 |
|
|
2021
Q1 | $17.5M | Sell |
68,329
-1,235
| -2% | -$316K | 1.13% | 19 |
|
|
2020
Q4 | $16.1M | Sell |
69,564
-12,511
| -15% | -$2.9M | 1.28% | 20 |
|
|
2020
Q3 | $17.5M | Buy |
82,075
+27
| +0% | +$5.75K | 2.59% | 9 |
|
|
2020
Q2 | $14.6M | Sell |
82,048
-5,212
| -6% | -$930K | 2.34% | 10 |
|
|
2020
Q1 | $16M | Buy |
87,260
+80,227
| +1,141% | +$14.7M | 3.35% | 9 |
|
|
2019
Q4 | $1.59M | Buy |
7,033
+143
| +2% | +$32.4K | 0.25% | 35 |
|
|
2019
Q3 | $1.43M | Buy |
6,890
+150
| +2% | +$31.2K | 0.24% | 36 |
|
|
2019
Q2 | $1.44M | Buy |
6,740
+323
| +5% | +$68.9K | 0.26% | 36 |
|
|
2019
Q1 | $1.29M | Buy |
6,417
+600
| +10% | +$121K | 0.24% | 38 |
|
|
2018
Q4 | $1.19M | Buy |
5,817
+40
| +0.7% | +$8.17K | 0.23% | 37 |
|
|
2018
Q3 | $1.24M | Buy |
5,777
+110
| +2% | +$23.6K | 0.25% | 38 |
|
|
2018
Q2 | $1.06M | Sell |
5,667
-273
| -5% | -$51K | 0.22% | 40 |
|
|
2018
Q1 | $1.19M | Buy |
5,940
+1,507
| +34% | +$301K | 0.25% | 36 |
|
|
2017
Q4 | $879K | Buy |
4,433
+105
| +2% | +$20.8K | 0.19% | 48 |
|
|
2017
Q3 | $793K | Buy |
4,328
+250
| +6% | +$45.8K | 0.18% | 49 |
|
|
2017
Q2 | $691K | Buy |
4,078
+150
| +4% | +$25.4K | 0.17% | 54 |
|
|
2017
Q1 | $655K | Buy |
3,928
+440
| +13% | +$73.4K | 0.16% | 55 |
|
|
2016
Q4 | $568K | Hold |
3,488
| – | – | 0.19% | 52 |
|
|
2016
Q3 | $504K | Sell |
3,488
-35
| -1% | -$5.06K | 0.17% | 57 |
|
|
2016
Q2 | $510K | Buy |
3,523
+35
| +1% | +$5.07K | 0.18% | 51 |
|
|
2016
Q1 | $495K | Buy |
3,488
+1,000
| +40% | +$142K | 0.17% | 56 |
|
|
2015
Q4 | $329K | Hold |
2,488
| – | – | 0.13% | 55 |
|
|
2015
Q3 | $324K | Sell |
2,488
-366
| -13% | -$47.7K | 0.14% | 53 |
|
|
2015
Q2 | $388K | Buy |
2,854
+937
| +49% | +$127K | 0.15% | 49 |
|
|
2015
Q1 | $277K | Buy |
1,917
+2
| +0.1% | +$289 | 0.11% | 64 |
|
|
2014
Q4 | $288K | Sell |
1,915
-463
| -19% | -$69.6K | 0.11% | 64 |
|
|
2014
Q3 | $328K | Buy |
2,378
+572
| +32% | +$78.9K | 0.14% | 60 |
|
|
2014
Q2 | $229K | Sell |
1,806
-24
| -1% | -$3.04K | 0.1% | 56 |
|
|
2014
Q1 | $229K | Sell |
1,830
-10,209
| -85% | -$1.28M | 0.09% | 55 |
|
|
2013
Q4 | $1.43M | Hold |
12,039
| – | – | 0.54% | 23 |
|
|
2013
Q3 | $1.37M | Hold |
12,039
| – | – | 0.66% | 16 |
|
|
2013
Q2 | $1.35M | Buy |
+12,039
| New | +$1.35M | 0.69% | 17 |
|