PWM
Palumbo 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 | $4.26M | Sell |
8,766
-1,562
| -15% | -$759K | 1.32% | 17 |
|
|
2025
Q1 | $5.5M | Buy |
10,328
+2,873
| +39% | +$1.53M | 1.84% | 12 |
|
|
2024
Q4 | $3.38M | Buy |
7,455
+154
| +2% | +$69.8K | 1.26% | 17 |
|
|
2024
Q3 | $3.36M | Buy |
7,301
+69
| +1% | +$31.8K | 1.31% | 20 |
|
|
2024
Q2 | $2.94M | Buy |
7,232
+1,369
| +23% | +$557K | 1.24% | 20 |
|
|
2024
Q1 | $2.47M | Hold |
5,863
| – | – | 1.1% | 23 |
|
|
2023
Q4 | $2.09M | Hold |
5,863
| – | – | 1.07% | 22 |
|
|
2023
Q3 | $2.05M | Buy |
5,863
+1
| +0% | +$350 | 1.13% | 19 |
|
|
2023
Q2 | $2M | Buy |
5,862
+5,095
| +664% | +$1.74M | 1.22% | 15 |
|
|
2023
Q1 | $237K | Buy |
+767
| New | +$237K | 0.16% | 83 |
|