WMS
Wealth Management Solutions’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $328K | Buy |
+936
| New | +$328K | 0.22% | 59 |
|
|
2023
Q2 | – | Sell |
-936
| Closed | -$289K | – | 86 |
|
|
2023
Q1 | $289K | Hold |
936
| – | – | 0.17% | 68 |
|
|
2022
Q4 | $289K | Hold |
936
| – | – | 0.15% | 72 |
|
|
2022
Q3 | $250K | Hold |
936
| – | – | 0.15% | 66 |
|
|
2022
Q2 | $256K | Hold |
936
| – | – | 0.14% | 74 |
|
|
2022
Q1 | $330K | Hold |
936
| – | – | 0.17% | 77 |
|
|
2021
Q4 | $280K | Buy |
+936
| New | +$280K | 0.14% | 93 |
|