Forum Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,189
| Closed | -$424K | – | 742 |
|
|
2023
Q4 | $424K | Sell |
1,189
-2
| -0.2% | -$713 | 0.01% | 339 |
|
|
2023
Q3 | $417K | Sell |
1,191
-852
| -42% | -$298K | 0.01% | 330 |
|
|
2023
Q2 | $697K | Buy |
2,043
+6
| +0.3% | +$2.05K | 0.02% | 221 |
|
|
2023
Q1 | $629K | Sell |
2,037
-205
| -9% | -$63.3K | 0.02% | 216 |
|
|
2022
Q4 | $693K | Buy |
2,242
+16
| +0.7% | +$4.94K | 0.02% | 193 |
|
|
2022
Q3 | $594K | Buy |
2,226
+3
| +0.1% | +$801 | 0.03% | 192 |
|
|
2022
Q2 | $607K | Buy |
2,223
+175
| +9% | +$47.8K | 0.03% | 197 |
|
|
2022
Q1 | $722K | Buy |
2,048
+25
| +1% | +$8.81K | 0.03% | 174 |
|
|
2021
Q4 | $605K | Buy |
+2,023
| New | +$605K | 0.03% | 208 |
|