MSWM
Mowery & Schoenfeld 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 | $582K | Buy |
1,199
+125
| +12% | +$60.7K | 0.88% | 20 |
|
|
2025
Q1 | $572K | Buy |
1,074
+23
| +2% | +$12.3K | 1.12% | 21 |
|
|
2024
Q4 | $476K | Sell |
1,051
-1,817
| -63% | -$824K | 0.93% | 23 |
|
|
2024
Q3 | $1.32M | Buy |
2,868
+175
| +6% | +$80.5K | 2.09% | 9 |
|
|
2024
Q2 | $1.1M | Buy |
2,693
+2,035
| +309% | +$828K | 1.57% | 12 |
|
|
2024
Q1 | $277K | Hold |
658
| – | – | 0.53% | 25 |
|
|
2023
Q4 | $235K | Buy |
+658
| New | +$235K | 0.47% | 29 |
|