Fortress Wealth Management’s Berkshire Hathaway Class A BRK.A Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.92M | Hold |
4
| – | – | 1.41% | 19 |
|
2025
Q1 | $3.19M | Hold |
4
| – | – | 1.66% | 17 |
|
2024
Q4 | $2.72M | Hold |
4
| – | – | 1.32% | 19 |
|
2024
Q3 | $2.76M | Hold |
4
| – | – | 1.38% | 18 |
|
2024
Q2 | $2.45M | Hold |
4
| – | – | 1.25% | 23 |
|
2024
Q1 | $2.54M | Hold |
4
| – | – | 1.31% | 21 |
|
2023
Q4 | $2.17M | Hold |
4
| – | – | 1.18% | 25 |
|
2023
Q3 | $2.13M | Hold |
4
| – | – | 1.38% | 20 |
|
2023
Q2 | $2.07M | Hold |
4
| – | – | 1.34% | 21 |
|
2023
Q1 | $1.86M | Hold |
4
| – | – | 1.31% | 24 |
|
2022
Q4 | $1.87M | Hold |
4
| – | – | 1.56% | 22 |
|
2022
Q3 | $1.63M | Hold |
4
| – | – | 1.65% | 21 |
|
2022
Q2 | $1.64M | Hold |
4
| – | – | 1.54% | 24 |
|
2022
Q1 | $2.12M | Hold |
4
| – | – | 1.62% | 21 |
|
2021
Q4 | $1.8M | Buy |
+4
| New | +$1.8M | 1.36% | 20 |
|