SWM
SilverOak 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 | $689K | Buy |
1,419
+35
| +3% | +$17K | 0.13% | 54 |
|
|
2025
Q1 | $737K | Hold |
1,384
| – | – | 0.16% | 46 |
|
|
2024
Q4 | $627K | Buy |
1,384
+9
| +0.7% | +$4.08K | 0.14% | 52 |
|
|
2024
Q3 | $633K | Buy |
1,375
+2
| +0.1% | +$921 | 0.14% | 53 |
|
|
2024
Q2 | $559K | Sell |
1,373
-294
| -18% | -$120K | 0.13% | 55 |
|
|
2024
Q1 | $701K | Buy |
1,667
+32
| +2% | +$13.5K | 0.17% | 46 |
|
|
2023
Q4 | $583K | Buy |
+1,635
| New | +$583K | 0.16% | 47 |
|