PSIWM
Paradigm Strategies in 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 | $830K | Hold |
1,709
| – | – | 0.54% | 25 |
|
|
2025
Q1 | $910K | Hold |
1,709
| – | – | 0.61% | 25 |
|
|
2024
Q4 | $775K | Hold |
1,709
| – | – | 0.51% | 25 |
|
|
2024
Q3 | $787K | Hold |
1,709
| – | – | 0.49% | 23 |
|
|
2024
Q2 | $695K | Hold |
1,709
| – | – | 0.43% | 23 |
|
|
2024
Q1 | $719K | Hold |
1,709
| – | – | 0.44% | 23 |
|
|
2023
Q4 | $610K | Hold |
1,709
| – | – | 0.4% | 23 |
|
|
2023
Q3 | $599K | Hold |
1,709
| – | – | 0.38% | 24 |
|
|
2023
Q2 | $583K | Hold |
1,709
| – | – | 0.39% | 21 |
|
|
2023
Q1 | $528K | Hold |
1,709
| – | – | 0.42% | 22 |
|
|
2022
Q4 | $528K | Hold |
1,709
| – | – | 0.47% | 20 |
|
|
2022
Q3 | $456K | Sell |
1,709
-223
| -12% | -$59.5K | 0.42% | 23 |
|
|
2022
Q2 | $527K | Buy |
1,932
+223
| +13% | +$60.8K | 0.57% | 23 |
|
|
2022
Q1 | $603K | Hold |
1,709
| – | – | 0.63% | 20 |
|
|
2021
Q4 | $511K | Hold |
1,709
| – | – | 0.52% | 23 |
|
|
2021
Q3 | $466K | Hold |
1,709
| – | – | 0.44% | 26 |
|
|
2021
Q2 | $475K | Buy |
+1,709
| New | +$475K | 0.43% | 26 |
|