NWM
Northwest Wealth Management’s Berkshire Hathaway Class A BRK.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Hold |
2
| – | – | 0.26% | 58 |
|
|
2025
Q1 | $1.6M | Buy |
+2
| New | +$1.6M | 0.32% | 55 |
|
|
2023
Q3 | – | Sell |
-2
| Closed | -$1.04M | – | 150 |
|
|
2023
Q2 | $1.04M | Hold |
2
| – | – | 0.38% | 62 |
|
|
2023
Q1 | $931K | Hold |
2
| – | – | 0.36% | 64 |
|
|
2022
Q4 | $937K | Hold |
2
| – | – | 0.4% | 61 |
|
|
2022
Q3 | $813K | Hold |
2
| – | – | 0.36% | 66 |
|
|
2022
Q2 | $818K | Hold |
2
| – | – | 0.35% | 67 |
|
|
2022
Q1 | $1.06M | Hold |
2
| – | – | 0.52% | 51 |
|
|
2021
Q4 | $901K | Hold |
2
| – | – | 0.42% | 58 |
|
|
2021
Q3 | $823K | Hold |
2
| – | – | 0.41% | 56 |
|
|
2021
Q2 | $837K | Hold |
2
| – | – | 0.44% | 56 |
|
|
2021
Q1 | $771K | Hold |
2
| – | – | 0.48% | 56 |
|
|
2020
Q4 | $696K | Hold |
2
| – | – | 0.48% | 54 |
|
|
2020
Q3 | $640K | Hold |
2
| – | – | 0.53% | 49 |
|
|
2020
Q2 | $535K | Hold |
2
| – | – | 0.47% | 56 |
|
|
2020
Q1 | $544K | Hold |
2
| – | – | 0.55% | 51 |
|
|
2019
Q4 | $679K | Sell |
2
-2
| -50% | -$679K | 0.62% | 46 |
|
|
2019
Q3 | $1.25M | Hold |
4
| – | – | 1.02% | 29 |
|
|
2019
Q2 | $1.27M | Hold |
4
| – | – | 1.03% | 27 |
|
|
2019
Q1 | $1.21M | Hold |
4
| – | – | 0.91% | 27 |
|
|
2018
Q4 | $1.22M | Hold |
4
| – | – | 1.04% | 23 |
|
|
2018
Q3 | $1.28M | Hold |
4
| – | – | 0.96% | 26 |
|
|
2018
Q2 | $1.13M | Hold |
4
| – | – | 0.85% | 32 |
|
|
2018
Q1 | $1.2M | Hold |
4
| – | – | 0.89% | 31 |
|
|
2017
Q4 | $1.19M | Buy |
4
+2
| +100% | +$595K | 0.97% | 34 |
|
|
2017
Q3 | $549K | Sell |
2
-1
| -33% | -$275K | 0.77% | 33 |
|
|
2017
Q2 | $764K | Buy |
3
+1
| +50% | +$255K | 0.7% | 36 |
|
|
2017
Q1 | $500K | Hold |
2
| – | – | 0.46% | 49 |
|
|
2016
Q4 | $488K | Buy |
+2
| New | +$488K | 0.5% | 45 |
|