FWP
Falcon Wealth Planning’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 | $1.53M | Buy |
3,158
+772
| +32% | +$375K | 0.16% | 57 |
|
|
2025
Q1 | $1.27M | Buy |
2,386
+461
| +24% | +$246K | 0.14% | 60 |
|
|
2024
Q4 | $872K | Buy |
1,925
+60
| +3% | +$27.2K | 0.1% | 68 |
|
|
2024
Q3 | $858K | Buy |
1,865
+80
| +4% | +$36.8K | 0.1% | 67 |
|
|
2024
Q2 | $726K | Buy |
1,785
+91
| +5% | +$37K | 0.09% | 62 |
|
|
2024
Q1 | $712K | Sell |
1,694
-113
| -6% | -$47.5K | 0.11% | 64 |
|
|
2023
Q4 | $644K | Buy |
1,807
+280
| +18% | +$99.9K | 0.11% | 63 |
|
|
2023
Q3 | $535K | Sell |
1,527
-80
| -5% | -$28K | 0.12% | 57 |
|
|
2023
Q2 | $548K | Buy |
1,607
+342
| +27% | +$117K | 0.12% | 55 |
|
|
2023
Q1 | $391K | Hold |
1,265
| – | – | 0.1% | 63 |
|
|
2022
Q4 | $391K | Hold |
1,265
| – | – | 0.11% | 60 |
|
|
2022
Q3 | $338K | Buy |
1,265
+14
| +1% | +$3.74K | 0.11% | 64 |
|
|
2022
Q2 | $342K | Buy |
1,251
+93
| +8% | +$25.4K | 0.12% | 64 |
|
|
2022
Q1 | $409K | Sell |
1,158
-136
| -11% | -$48K | 0.13% | 54 |
|
|
2021
Q4 | $387K | Buy |
1,294
+9
| +0.7% | +$2.69K | 0.13% | 53 |
|
|
2021
Q3 | $351K | Buy |
+1,285
| New | +$351K | 0.13% | 51 |
|