BFWM
BRK.B icon

Bright Futures 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
2024
Q4
Sell
-1,128
Closed -$513K 142
2024
Q3
$513K Sell
1,128
-40
-3% -$18.2K 0.25% 114
2024
Q2
$500K Buy
1,168
+10
+0.9% +$4.28K 0.27% 106
2024
Q1
$472K Buy
+1,158
New +$472K 0.26% 109