TPWM
Twelve Points 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 | $917K | Hold |
1,887
| – | – | 0.25% | 102 |
|
|
2025
Q1 | $1M | Buy |
1,887
+159
| +9% | +$84.7K | 0.27% | 88 |
|
|
2024
Q4 | $783K | Sell |
1,728
-89
| -5% | -$40.3K | 0.23% | 99 |
|
|
2024
Q3 | $836K | Buy |
1,817
+17
| +0.9% | +$7.82K | 0.26% | 90 |
|
|
2024
Q2 | $732K | Buy |
1,800
+61
| +4% | +$24.8K | 0.26% | 89 |
|
|
2024
Q1 | $731K | Sell |
1,739
-8
| -0.5% | -$3.36K | 0.27% | 86 |
|
|
2023
Q4 | $623K | Hold |
1,747
| – | – | 0.3% | 92 |
|
|
2023
Q3 | $612K | Buy |
1,747
+21
| +1% | +$7.36K | 0.3% | 92 |
|
|
2023
Q2 | $589K | Sell |
1,726
-30
| -2% | -$10.2K | 0.31% | 89 |
|
|
2023
Q1 | $542K | Sell |
1,756
-200
| -10% | -$61.8K | 0.31% | 92 |
|
|
2022
Q4 | $604K | Sell |
1,956
-10
| -0.5% | -$3.09K | 0.41% | 73 |
|
|
2022
Q3 | $525K | Buy |
1,966
+29
| +1% | +$7.74K | 0.41% | 81 |
|
|
2022
Q2 | $529K | Buy |
1,937
+200
| +12% | +$54.6K | 0.41% | 87 |
|
|
2022
Q1 | $613K | Sell |
1,737
-21
| -1% | -$7.41K | 0.46% | 85 |
|
|
2021
Q4 | $526K | Buy |
+1,758
| New | +$526K | 0.43% | 81 |
|