FWM
Focused 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.07M | Buy |
10,445
+155
| +2% | +$75.3K | 0.61% | 27 |
|
|
2025
Q1 | $5.48M | Sell |
10,290
-12
| -0.1% | -$6.39K | 0.74% | 25 |
|
|
2024
Q4 | $4.67M | Sell |
10,302
-152
| -1% | -$68.9K | 0.63% | 26 |
|
|
2024
Q3 | $4.81M | Sell |
10,454
-7
| -0.1% | -$3.22K | 0.63% | 26 |
|
|
2024
Q2 | $4.26M | Sell |
10,461
-81
| -0.8% | -$33K | 0.61% | 26 |
|
|
2024
Q1 | $4.43M | Sell |
10,542
-234
| -2% | -$98.4K | 0.68% | 27 |
|
|
2023
Q4 | $3.84M | Buy |
10,776
+8
| +0.1% | +$2.85K | 0.63% | 29 |
|
|
2023
Q3 | $3.77M | Buy |
10,768
+16
| +0.1% | +$5.61K | 0.67% | 25 |
|
|
2023
Q2 | $3.67M | Sell |
10,752
-7
| -0.1% | -$2.39K | 0.66% | 25 |
|
|
2023
Q1 | $3.32M | Sell |
10,759
-227
| -2% | -$70.1K | 0.67% | 25 |
|
|
2022
Q4 | $3.39M | Buy |
10,986
+983
| +10% | +$304K | 0.69% | 27 |
|
|
2022
Q3 | $2.67M | Buy |
10,003
+13
| +0.1% | +$3.47K | 0.56% | 29 |
|
|
2022
Q2 | $2.73M | Buy |
9,990
+98
| +1% | +$26.8K | 0.5% | 37 |
|
|
2022
Q1 | $3.49M | Buy |
9,892
+14
| +0.1% | +$4.94K | 0.55% | 29 |
|
|
2021
Q4 | $2.95M | Buy |
9,878
+5
| +0.1% | +$1.5K | 0.46% | 29 |
|
|
2021
Q3 | $2.7M | Sell |
9,873
-4
| -0% | -$1.09K | 0.44% | 30 |
|
|
2021
Q2 | $2.75M | Sell |
9,877
-110
| -1% | -$30.6K | 0.45% | 30 |
|
|
2021
Q1 | $2.55M | Sell |
9,987
-114
| -1% | -$29.1K | 0.45% | 32 |
|
|
2020
Q4 | $2.34M | Sell |
10,101
-486
| -5% | -$113K | 0.46% | 28 |
|
|
2020
Q3 | $2.25M | Sell |
10,587
-58
| -0.5% | -$12.3K | 0.49% | 29 |
|
|
2020
Q2 | $1.9M | Buy |
10,645
+62
| +0.6% | +$11.1K | 0.44% | 31 |
|
|
2020
Q1 | $1.94M | Sell |
10,583
-307
| -3% | -$56.1K | 0.56% | 26 |
|
|
2019
Q4 | $2.47M | Sell |
10,890
-104
| -0.9% | -$23.6K | 0.58% | 28 |
|
|
2019
Q3 | $2.29M | Sell |
10,994
-1,181
| -10% | -$246K | 0.63% | 28 |
|
|
2019
Q2 | $2.6M | Buy |
+12,175
| New | +$2.6M | 0.69% | 24 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 630 |
|
|
2018
Q2 | – | Sell |
-7,894
| Closed | -$1.58M | – | 651 |
|
|
2018
Q1 | $1.58M | Sell |
7,894
-950
| -11% | -$190K | 0.5% | 38 |
|
|
2017
Q4 | $1.75M | Sell |
8,844
-1,489
| -14% | -$295K | 0.56% | 32 |
|
|
2017
Q3 | $1.89M | Buy |
10,333
+539
| +6% | +$98.8K | 0.63% | 33 |
|
|
2017
Q2 | $1.66M | Buy |
9,794
+1,250
| +15% | +$212K | 0.62% | 29 |
|
|
2017
Q1 | $1.42M | Sell |
8,544
-850
| -9% | -$142K | 0.56% | 36 |
|
|
2016
Q4 | $1.53M | Buy |
9,394
+503
| +6% | +$82K | 0.65% | 30 |
|
|
2016
Q3 | $1.28M | Hold |
8,891
| – | – | 0.56% | 33 |
|
|
2016
Q2 | $1.29M | Buy |
8,891
+1,725
| +24% | +$250K | 0.59% | 32 |
|
|
2016
Q1 | $1.02M | Buy |
7,166
+15
| +0.2% | +$2.13K | 0.56% | 38 |
|
|
2015
Q4 | $944K | Sell |
7,151
-1
| -0% | -$132 | 0.54% | 35 |
|
|
2015
Q3 | $933K | Buy |
7,152
+20
| +0.3% | +$2.61K | 0.59% | 36 |
|
|
2015
Q2 | $971K | Sell |
7,132
-11
| -0.2% | -$1.5K | 0.6% | 36 |
|
|
2015
Q1 | $1.03M | Buy |
7,143
+62
| +0.9% | +$8.95K | 0.63% | 34 |
|
|
2014
Q4 | $1.06M | Sell |
7,081
-500
| -7% | -$75.1K | 0.75% | 30 |
|
|
2014
Q3 | $1.05M | Buy |
7,581
+37
| +0.5% | +$5.11K | 0.8% | 30 |
|
|
2014
Q2 | $955K | Buy |
7,544
+1,100
| +17% | +$139K | 0.75% | 32 |
|
|
2014
Q1 | $805K | Sell |
6,444
-4,274
| -40% | -$534K | 0.67% | 34 |
|
|
2013
Q4 | $1.27M | Buy |
10,718
+3,044
| +40% | +$361K | 1.06% | 24 |
|
|
2013
Q3 | $871K | Buy |
+7,674
| New | +$871K | 0.83% | 26 |
|