FMB 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 | $922K | Buy |
1,897
+138
| +8% | +$67K | 0.44% | 36 |
|
|
2025
Q1 | $937K | Buy |
1,759
+47
| +3% | +$25K | 0.52% | 34 |
|
|
2024
Q4 | $776K | Hold |
1,712
| – | – | 0.44% | 38 |
|
|
2024
Q3 | $788K | Hold |
1,712
| – | – | 0.45% | 36 |
|
|
2024
Q2 | $696K | Sell |
1,712
-15
| -0.9% | -$6.1K | 0.53% | 36 |
|
|
2024
Q1 | $726K | Hold |
1,727
| – | – | 0.58% | 32 |
|
|
2023
Q4 | $616K | Sell |
1,727
-1
| -0.1% | -$357 | 0.56% | 34 |
|
|
2023
Q3 | $605K | Buy |
1,728
+95
| +6% | +$33.3K | 0.65% | 30 |
|
|
2023
Q2 | $557K | Sell |
1,633
-2
| -0.1% | -$682 | 0.59% | 31 |
|
|
2023
Q1 | $505K | Sell |
1,635
-126
| -7% | -$38.9K | 0.6% | 29 |
|
|
2022
Q4 | $544K | Buy |
+1,761
| New | +$544K | 0.7% | 26 |
|