Fonville 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 | $542K | Buy |
1,116
+392
| +54% | +$190K | 0.14% | 78 |
|
2025
Q1 | $385K | Buy |
724
+4
| +0.6% | +$2.13K | 0.11% | 86 |
|
2024
Q4 | $326K | Hold |
720
| – | – | 0.11% | 85 |
|
2024
Q3 | $331K | Buy |
720
+47
| +7% | +$21.6K | 0.11% | 85 |
|
2024
Q2 | $274K | Buy |
673
+88
| +15% | +$35.8K | 0.11% | 83 |
|
2024
Q1 | $246K | Buy |
+585
| New | +$246K | 0.11% | 84 |
|