OBWG
Onyx Bridge Wealth Group’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 | $1.45M | Buy |
2,995
+283
| +10% | +$137K | 0.19% | 89 |
|
2025
Q1 | $1.44M | Buy |
2,712
+55
| +2% | +$29.3K | 0.21% | 89 |
|
2024
Q4 | $1.2M | Buy |
2,657
+9
| +0.3% | +$4.08K | 0.17% | 89 |
|
2024
Q3 | $1.22M | Buy |
2,648
+420
| +19% | +$193K | 0.18% | 91 |
|
2024
Q2 | $906K | Sell |
2,228
-318
| -12% | -$129K | 0.15% | 101 |
|
2024
Q1 | $1.02M | Buy |
2,546
+266
| +12% | +$107K | 0.18% | 91 |
|
2023
Q4 | $813K | Sell |
2,280
-424
| -16% | -$151K | 0.16% | 97 |
|
2023
Q3 | $947K | Buy |
2,704
+341
| +14% | +$119K | 0.22% | 74 |
|
2023
Q2 | $806K | Buy |
2,363
+451
| +24% | +$154K | 0.19% | 96 |
|
2023
Q1 | $590K | Sell |
1,912
-251
| -12% | -$77.5K | 0.24% | 77 |
|
2022
Q4 | $689K | Buy |
2,163
+877
| +68% | +$279K | 0.28% | 55 |
|
2022
Q3 | $340K | Buy |
1,286
+193
| +18% | +$51K | 0.16% | 111 |
|
2022
Q2 | $313K | Buy |
1,093
+185
| +20% | +$53K | 0.14% | 98 |
|
2022
Q1 | $299K | Buy |
+908
| New | +$299K | 0.11% | 104 |
|