National Wealth Management Group’s Berkshire Hathaway Class B BRK.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $5.49M | Buy |
10,308
+99
| +1% | +$52.7K | 3.61% | 5 |
|
|
2024
Q4 | $4.63M | Buy |
10,209
+921
| +10% | +$417K | 3.08% | 7 |
|
|
2024
Q3 | $4.27M | Buy |
9,288
+1,088
| +13% | +$501K | 2.9% | 9 |
|
|
2024
Q2 | $3.34M | Buy |
8,200
+1,178
| +17% | +$479K | 2.54% | 10 |
|
|
2024
Q1 | $2.95M | Buy |
7,022
+149
| +2% | +$62.7K | 2.3% | 9 |
|
|
2023
Q4 | $2.45M | Buy |
6,873
+182
| +3% | +$64.9K | 2.37% | 8 |
|
|
2023
Q3 | $2.34M | Buy |
6,691
+157
| +2% | +$55K | 2.55% | 6 |
|
|
2023
Q2 | $2.38M | Buy |
6,534
+2,490
| +62% | +$906K | 2.47% | 7 |
|
|
2023
Q1 | $1.3M | Sell |
4,044
-294
| -7% | -$94.8K | 1.49% | 17 |
|
|
2022
Q4 | $1.34M | Sell |
4,338
-518
| -11% | -$160K | 1.61% | 13 |
|
|
2022
Q3 | $1.3M | Sell |
4,856
-328
| -6% | -$87.6K | 1.69% | 14 |
|
|
2022
Q2 | $1.42M | Buy |
5,184
+180
| +4% | +$49.1K | 1.78% | 14 |
|
|
2022
Q1 | $1.77M | Sell |
5,004
-16
| -0.3% | -$5.65K | 1.7% | 14 |
|
|
2021
Q4 | $1.5M | Buy |
+5,020
| New | +$1.5M | 1.41% | 18 |
|