PWMG
Prestige Wealth Management 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 | $1.99M | Buy |
4,093
+4
| +0.1% | +$1.94K | 0.41% | 42 |
|
|
2025
Q1 | $2.18M | Sell |
4,089
-8
| -0.2% | -$4.26K | 0.47% | 38 |
|
|
2024
Q4 | $1.86M | Sell |
4,097
-144
| -3% | -$65.3K | 0.39% | 46 |
|
|
2024
Q3 | $1.95M | Sell |
4,241
-4,430
| -51% | -$2.04M | 0.4% | 41 |
|
|
2024
Q2 | $3.53M | Buy |
8,671
+4,457
| +106% | +$1.81M | 0.76% | 30 |
|
|
2024
Q1 | $1.77M | Sell |
4,214
-4,921
| -54% | -$2.07M | 0.38% | 41 |
|
|
2023
Q4 | $3.26M | Buy |
9,135
+758
| +9% | +$270K | 0.74% | 30 |
|
|
2023
Q3 | $2.93M | Buy |
8,377
+4,618
| +123% | +$1.62M | 0.72% | 30 |
|
|
2023
Q2 | $1.28M | Sell |
3,759
-28
| -0.7% | -$9.55K | 0.3% | 44 |
|
|
2023
Q1 | $1.17M | Buy |
3,787
+17
| +0.5% | +$5.25K | 0.29% | 47 |
|
|
2022
Q4 | $1.16M | Buy |
3,770
+9
| +0.2% | +$2.78K | 0.3% | 48 |
|
|
2022
Q3 | $1M | Sell |
3,761
-21
| -0.6% | -$5.61K | 0.28% | 46 |
|
|
2022
Q2 | $1.03M | Buy |
3,782
+71
| +2% | +$19.4K | 0.28% | 47 |
|
|
2022
Q1 | $1.31M | Buy |
3,711
+9
| +0.2% | +$3.18K | 0.32% | 47 |
|
|
2021
Q4 | $1.11M | Buy |
3,702
+11
| +0.3% | +$3.29K | 0.26% | 44 |
|
|
2021
Q3 | $1.01M | Buy |
3,691
+21
| +0.6% | +$5.74K | 0.26% | 46 |
|
|
2021
Q2 | $1.02M | Buy |
3,670
+200
| +6% | +$55.6K | 0.27% | 41 |
|
|
2021
Q1 | $887K | Buy |
3,470
+1
| +0% | +$256 | 0.24% | 48 |
|
|
2020
Q4 | $805K | Buy |
3,469
+421
| +14% | +$97.7K | 0.22% | 52 |
|
|
2020
Q3 | $649K | Buy |
3,048
+17
| +0.6% | +$3.62K | 0.2% | 59 |
|
|
2020
Q2 | $541K | Sell |
3,031
-992
| -25% | -$177K | 0.19% | 55 |
|
|
2020
Q1 | $736K | Buy |
4,023
+1,348
| +50% | +$247K | 0.31% | 35 |
|
|
2019
Q4 | $606K | Hold |
2,675
| – | – | 0.33% | 53 |
|
|
2019
Q3 | $556K | Buy |
2,675
+142
| +6% | +$29.5K | 0.33% | 52 |
|
|
2019
Q2 | $540K | Hold |
2,533
| – | – | 0.33% | 51 |
|
|
2019
Q1 | $509K | Sell |
2,533
-578
| -19% | -$116K | 0.31% | 65 |
|
|
2018
Q4 | $635K | Buy |
+3,111
| New | +$635K | 0.47% | 42 |
|