SDWMA
Schneider Downs Wealth Management Advisors’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 | $500K | Sell |
1,029
-112
| -10% | -$54.4K | 0.07% | 94 |
|
|
2025
Q1 | $608K | Sell |
1,141
-9
| -0.8% | -$4.79K | 0.11% | 75 |
|
|
2024
Q4 | $521K | Sell |
1,150
-230
| -17% | -$104K | 0.1% | 84 |
|
|
2024
Q3 | $635K | Buy |
1,380
+404
| +41% | +$186K | 0.13% | 68 |
|
|
2024
Q2 | $397K | Sell |
976
-184
| -16% | -$74.8K | 0.09% | 94 |
|
|
2024
Q1 | $488K | Buy |
1,160
+107
| +10% | +$45K | 0.11% | 83 |
|
|
2023
Q4 | $375K | Hold |
1,053
| – | – | 0.1% | 80 |
|
|
2023
Q3 | $369K | Sell |
1,053
-15
| -1% | -$5.25K | 0.09% | 74 |
|
|
2023
Q2 | $364K | Sell |
1,068
-47
| -4% | -$16K | 0.08% | 79 |
|
|
2023
Q1 | $344K | Buy |
1,115
+22
| +2% | +$6.79K | 0.07% | 81 |
|
|
2022
Q4 | $338K | Sell |
1,093
-2,098
| -66% | -$648K | 0.07% | 80 |
|
|
2022
Q3 | $852K | Sell |
3,191
-327
| -9% | -$87.3K | 0.25% | 40 |
|
|
2022
Q2 | $960K | Buy |
3,518
+299
| +9% | +$81.6K | 0.27% | 39 |
|
|
2022
Q1 | $1.14M | Sell |
3,219
-2,988
| -48% | -$1.05M | 0.29% | 38 |
|
|
2021
Q4 | $1.86M | Buy |
6,207
+188
| +3% | +$56.2K | 0.44% | 32 |
|
|
2021
Q3 | $1.64M | Buy |
6,019
+3,551
| +144% | +$969K | 0.42% | 32 |
|
|
2021
Q2 | $686K | Buy |
2,468
+66
| +3% | +$18.3K | 0.18% | 57 |
|
|
2021
Q1 | $614K | Buy |
+2,402
| New | +$614K | 0.15% | 58 |
|
|
2020
Q4 | – | Sell |
-966
| Closed | -$206K | – | 97 |
|
|
2020
Q3 | $206K | Buy |
+966
| New | +$206K | 0.07% | 96 |
|