Fingerlakes Wealth Management’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 | $2.49M | Sell |
5,128
-124
| -2% | -$60.2K | 1.86% | 16 |
|
|
2025
Q1 | $2.8M | Sell |
5,252
-520
| -9% | -$277K | 2.38% | 12 |
|
|
2024
Q4 | $2.62M | Sell |
5,772
-62
| -1% | -$28.1K | 2.11% | 12 |
|
|
2024
Q3 | $2.69M | Buy |
5,834
+7
| +0.1% | +$3.22K | 2.23% | 13 |
|
|
2024
Q2 | $2.37M | Sell |
5,827
-107
| -2% | -$43.5K | 2.13% | 13 |
|
|
2024
Q1 | $2.5M | Buy |
5,934
+46
| +0.8% | +$19.3K | 2.41% | 10 |
|
|
2023
Q4 | $2.1M | Sell |
5,888
-11
| -0.2% | -$3.92K | 2.26% | 10 |
|
|
2023
Q3 | $2.07M | Sell |
5,899
-41
| -0.7% | -$14.4K | 2.53% | 9 |
|
|
2023
Q2 | $2.03M | Sell |
5,940
-276
| -4% | -$94.1K | 2.32% | 9 |
|
|
2023
Q1 | $1.92M | Buy |
6,216
+100
| +2% | +$30.9K | 2.39% | 9 |
|
|
2022
Q4 | $1.89M | Sell |
6,116
-26
| -0.4% | -$8.03K | 2.6% | 8 |
|
|
2022
Q3 | $1.64M | Sell |
6,142
-269
| -4% | -$71.8K | 2.39% | 9 |
|
|
2022
Q2 | $1.75M | Sell |
6,411
-191
| -3% | -$52.1K | 2.39% | 8 |
|
|
2022
Q1 | $2.33M | Sell |
6,602
-106
| -2% | -$37.4K | 2.72% | 7 |
|
|
2021
Q4 | $2.01M | Buy |
+6,708
| New | +$2.01M | 2.26% | 11 |
|