XWM
Xcel 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 | $6.25M | Sell |
12,875
-445
| -3% | -$216K | 1.78% | 15 |
|
|
2025
Q1 | $7.09M | Sell |
13,320
-1,217
| -8% | -$648K | 2.21% | 11 |
|
|
2024
Q4 | $6.59M | Buy |
14,537
+21
| +0.1% | +$9.52K | 1.83% | 14 |
|
|
2024
Q3 | $6.68M | Sell |
14,516
-175
| -1% | -$80.5K | 1.95% | 13 |
|
|
2024
Q2 | $5.98M | Sell |
14,691
-65
| -0.4% | -$26.4K | 1.87% | 13 |
|
|
2024
Q1 | $6.21M | Buy |
14,756
+593
| +4% | +$249K | 1.94% | 14 |
|
|
2023
Q4 | $5.05M | Sell |
14,163
-170
| -1% | -$60.6K | 1.77% | 17 |
|
|
2023
Q3 | $5.02M | Sell |
14,333
-231
| -2% | -$80.9K | 1.98% | 15 |
|
|
2023
Q2 | $4.97M | Buy |
14,564
+105
| +0.7% | +$35.8K | 1.57% | 18 |
|
|
2023
Q1 | $4.46M | Buy |
14,459
+4,221
| +41% | +$1.3M | 1.57% | 18 |
|
|
2022
Q4 | $3.16M | Sell |
10,238
-402
| -4% | -$124K | 1.25% | 23 |
|
|
2022
Q3 | $2.84M | Buy |
10,640
+4,083
| +62% | +$1.09M | 1.06% | 29 |
|
|
2022
Q2 | $1.79M | Buy |
6,557
+3,088
| +89% | +$843K | 0.65% | 45 |
|
|
2022
Q1 | $1.22M | Buy |
3,469
+10
| +0.3% | +$3.53K | 0.34% | 65 |
|
|
2021
Q4 | $1.03M | Buy |
3,459
+28
| +0.8% | +$8.37K | 0.27% | 73 |
|
|
2021
Q3 | $936K | Buy |
3,431
+80
| +2% | +$21.8K | 0.27% | 68 |
|
|
2021
Q2 | $931K | Sell |
3,351
-86
| -3% | -$23.9K | 0.28% | 68 |
|
|
2021
Q1 | $878K | Sell |
3,437
-56
| -2% | -$14.3K | 0.31% | 63 |
|
|
2020
Q4 | $809K | Sell |
3,493
-419
| -11% | -$97K | 0.35% | 61 |
|
|
2020
Q3 | $833K | Sell |
3,912
-35
| -0.9% | -$7.45K | 0.43% | 54 |
|
|
2020
Q2 | $704K | Sell |
3,947
-165
| -4% | -$29.4K | 0.44% | 48 |
|
|
2020
Q1 | $751K | Buy |
+4,112
| New | +$751K | 0.68% | 41 |
|
|
2019
Q4 | – | Sell |
-1,962
| Closed | -$408K | – | 74 |
|
|
2019
Q3 | $408K | Hold |
1,962
| – | – | 0.38% | 49 |
|
|
2019
Q2 | $418K | Hold |
1,962
| – | – | 0.41% | 52 |
|
|
2019
Q1 | $394K | Buy |
1,962
+17
| +0.9% | +$3.41K | 0.41% | 52 |
|
|
2018
Q4 | $397K | Buy |
+1,945
| New | +$397K | 0.49% | 45 |
|