BMM
Berkshire Money Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.9M | Sell |
211,852
-42,143
| -17% | -$3.95M | 2.09% | 15 |
|
|
2025
Q1 | $22.4M | Buy |
253,995
+4,249
| +2% | +$374K | 2.51% | 13 |
|
|
2024
Q4 | $23.2M | Buy |
249,746
+1,893
| +0.8% | +$176K | 2.52% | 13 |
|
|
2024
Q3 | $24M | Buy |
247,853
+11,766
| +5% | +$1.14M | 2.75% | 12 |
|
|
2024
Q2 | $20.4M | Buy |
236,087
+8,905
| +4% | +$771K | 2.48% | 13 |
|
|
2024
Q1 | $20.4M | Buy |
227,182
+85,353
| +60% | +$7.67M | 2.47% | 13 |
|
|
2023
Q4 | $12M | Buy |
+141,829
| New | +$12M | 1.6% | 14 |
|