WDG
Wealth Dimensions 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 | $908K | Buy |
1,870
+69
| +4% | +$33.5K | 0.2% | 68 |
|
|
2025
Q1 | $959K | Sell |
1,801
-37
| -2% | -$19.7K | 0.23% | 59 |
|
|
2024
Q4 | $833K | Sell |
1,838
-41
| -2% | -$18.6K | 0.2% | 64 |
|
|
2024
Q3 | $865K | Sell |
1,879
-16
| -0.8% | -$7.36K | 0.22% | 57 |
|
|
2024
Q2 | $771K | Sell |
1,895
-141
| -7% | -$57.4K | 0.22% | 57 |
|
|
2024
Q1 | $856K | Sell |
2,036
-175
| -8% | -$73.6K | 0.25% | 47 |
|
|
2023
Q4 | $789K | Sell |
2,211
-218
| -9% | -$77.8K | 0.25% | 50 |
|
|
2023
Q3 | $851K | Hold |
2,429
| – | – | 0.31% | 46 |
|
|
2023
Q2 | $828K | Buy |
2,429
+428
| +21% | +$146K | 0.3% | 48 |
|
|
2023
Q1 | $618K | Sell |
2,001
-875
| -30% | -$270K | 0.24% | 57 |
|
|
2022
Q4 | $888K | Sell |
2,876
-237
| -8% | -$73.2K | 0.36% | 44 |
|
|
2022
Q3 | $831K | Buy |
3,113
+50
| +2% | +$13.3K | 0.41% | 39 |
|
|
2022
Q2 | $836K | Buy |
3,063
+44
| +1% | +$12K | 0.4% | 41 |
|
|
2022
Q1 | $1.07M | Buy |
3,019
+19
| +0.6% | +$6.7K | 0.49% | 34 |
|
|
2021
Q4 | $897K | Sell |
3,000
-156
| -5% | -$46.6K | 0.44% | 36 |
|
|
2021
Q3 | $861K | Buy |
3,156
+694
| +28% | +$189K | 0.55% | 35 |
|
|
2021
Q2 | $684K | Buy |
2,462
+227
| +10% | +$63.1K | 0.46% | 42 |
|
|
2021
Q1 | $571K | Buy |
2,235
+39
| +2% | +$9.96K | 0.44% | 47 |
|
|
2020
Q4 | $509K | Buy |
+2,196
| New | +$509K | 0.44% | 47 |
|