FinDec Wealth Services’s Berkshire Hathaway Class B BRK.B Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-633
| Closed | -$337K | – | 36 |
|
2025
Q1 | $337K | Sell |
633
-194
| -23% | -$103K | 0.33% | 32 |
|
2024
Q4 | $375K | Buy |
827
+289
| +54% | +$131K | 0.26% | 32 |
|
2024
Q3 | $248K | Buy |
538
+10
| +2% | +$4.6K | 0.14% | 40 |
|
2024
Q2 | $215K | Buy |
528
+50
| +10% | +$20.3K | 0.14% | 38 |
|
2024
Q1 | $201K | Buy |
+478
| New | +$201K | 0.13% | 42 |
|