Forza 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 | $831K | Sell |
1,711
-55
| -3% | -$26.7K | 0.34% | 76 |
|
|
2025
Q1 | $941K | Sell |
1,766
-240
| -12% | -$128K | 0.42% | 59 |
|
|
2024
Q4 | $909K | Buy |
2,006
+29
| +1% | +$13.1K | 0.41% | 64 |
|
|
2024
Q3 | $910K | Buy |
1,977
+263
| +15% | +$121K | 0.42% | 65 |
|
|
2024
Q2 | $697K | Buy |
1,714
+25
| +1% | +$10.2K | 0.36% | 74 |
|
|
2024
Q1 | $710K | Hold |
1,689
| – | – | 0.37% | 74 |
|
|
2023
Q4 | $602K | Buy |
1,689
+20
| +1% | +$7.13K | 0.33% | 86 |
|
|
2023
Q3 | $585K | Hold |
1,669
| – | – | 0.3% | 101 |
|
|
2023
Q2 | $569K | Hold |
1,669
| – | – | 0.29% | 101 |
|
|
2023
Q1 | $515K | Hold |
1,669
| – | – | 0.27% | 111 |
|
|
2022
Q4 | $516K | Buy |
+1,669
| New | +$516K | 0.34% | 82 |
|