NWM
Northwest 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 | $5.67M | Buy |
11,679
+355
| +3% | +$172K | 1.03% | 22 |
|
|
2025
Q1 | $6.03M | Buy |
11,324
+74
| +0.7% | +$39.4K | 1.2% | 20 |
|
|
2024
Q4 | $5.1M | Buy |
11,250
+23
| +0.2% | +$10.4K | 1.08% | 22 |
|
|
2024
Q3 | $5.17M | Sell |
11,227
-2,920
| -21% | -$1.34M | 1.21% | 21 |
|
|
2024
Q2 | $5.76M | Buy |
14,147
+3,043
| +27% | +$1.24M | 1.49% | 18 |
|
|
2024
Q1 | $4.67M | Buy |
11,104
+92
| +0.8% | +$38.7K | 1.28% | 20 |
|
|
2023
Q4 | $3.93M | Buy |
11,012
+530
| +5% | +$189K | 1.18% | 23 |
|
|
2023
Q3 | $3.67M | Buy |
10,482
+13
| +0.1% | +$4.55K | 1.32% | 22 |
|
|
2023
Q2 | $3.57M | Buy |
10,469
+23
| +0.2% | +$7.84K | 1.29% | 22 |
|
|
2023
Q1 | $3.23M | Buy |
10,446
+218
| +2% | +$67.3K | 1.23% | 25 |
|
|
2022
Q4 | $3.16M | Sell |
10,228
-1,283
| -11% | -$396K | 1.35% | 23 |
|
|
2022
Q3 | $3.07M | Buy |
11,511
+141
| +1% | +$37.7K | 1.36% | 23 |
|
|
2022
Q2 | $3.1M | Buy |
11,370
+319
| +3% | +$87.1K | 1.35% | 21 |
|
|
2022
Q1 | $3.9M | Buy |
11,051
+59
| +0.5% | +$20.8K | 1.91% | 13 |
|
|
2021
Q4 | $3.29M | Buy |
10,992
+2,079
| +23% | +$622K | 1.53% | 19 |
|
|
2021
Q3 | $2.43M | Sell |
8,913
-649
| -7% | -$177K | 1.21% | 21 |
|
|
2021
Q2 | $2.66M | Sell |
9,562
-8,483
| -47% | -$2.36M | 1.41% | 18 |
|
|
2021
Q1 | $4.61M | Buy |
18,045
+480
| +3% | +$123K | 2.89% | 9 |
|
|
2020
Q4 | $4.07M | Buy |
17,565
+8,990
| +105% | +$2.08M | 2.81% | 10 |
|
|
2020
Q3 | $1.83M | Buy |
8,575
+975
| +13% | +$208K | 1.51% | 20 |
|
|
2020
Q2 | $1.36M | Buy |
7,600
+120
| +2% | +$21.4K | 1.18% | 22 |
|
|
2020
Q1 | $1.37M | Sell |
7,480
-407
| -5% | -$74.4K | 1.38% | 19 |
|
|
2019
Q4 | $1.79M | Sell |
7,887
-1,063
| -12% | -$241K | 1.64% | 19 |
|
|
2019
Q3 | $1.86M | Sell |
8,950
-75
| -0.8% | -$15.6K | 1.53% | 18 |
|
|
2019
Q2 | $1.92M | Buy |
9,025
+223
| +3% | +$47.5K | 1.55% | 18 |
|
|
2019
Q1 | $1.77M | Sell |
8,802
-40
| -0.5% | -$8.04K | 1.33% | 18 |
|
|
2018
Q4 | $1.81M | Buy |
8,842
+36
| +0.4% | +$7.35K | 1.53% | 16 |
|
|
2018
Q3 | $1.89M | Buy |
8,806
+307
| +4% | +$65.7K | 1.41% | 15 |
|
|
2018
Q2 | $1.59M | Sell |
8,499
-466
| -5% | -$87K | 1.19% | 20 |
|
|
2018
Q1 | $1.79M | Buy |
8,965
+10
| +0.1% | +$1.99K | 1.33% | 17 |
|
|
2017
Q4 | $1.78M | Buy |
8,955
+3,308
| +59% | +$656K | 1.45% | 19 |
|
|
2017
Q3 | $1.04M | Sell |
5,647
-2,763
| -33% | -$506K | 1.45% | 20 |
|
|
2017
Q2 | $1.42M | Sell |
8,410
-100
| -1% | -$16.9K | 1.3% | 23 |
|
|
2017
Q1 | $1.42M | Buy |
8,510
+114
| +1% | +$19K | 1.31% | 23 |
|
|
2016
Q4 | $1.37M | Buy |
+8,396
| New | +$1.37M | 1.39% | 23 |
|