FVWA
Foster Victor Wealth Advisors’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 | $13.9M | Buy |
28,956
+1,965
| +7% | +$941K | 0.94% | 47 |
|
|
2025
Q1 | $14.1M | Sell |
26,991
-2,439
| -8% | -$1.28M | 1.14% | 28 |
|
|
2024
Q4 | $13.8M | Buy |
29,430
+838
| +3% | +$392K | 1.05% | 39 |
|
|
2024
Q3 | $13M | Buy |
28,592
+566
| +2% | +$258K | 1.04% | 36 |
|
|
2024
Q2 | $12.3M | Buy |
28,026
+24,242
| +641% | +$10.6M | 1.03% | 41 |
|
|
2024
Q1 | $1.54M | Buy |
3,784
+16
| +0.4% | +$6.52K | 0.14% | 92 |
|
|
2023
Q4 | $1.39M | Buy |
3,768
+391
| +12% | +$144K | 0.14% | 90 |
|
|
2023
Q3 | $1.17M | Sell |
3,377
-100
| -3% | -$34.6K | 0.14% | 88 |
|
|
2023
Q2 | $1.19M | Sell |
3,477
-622
| -15% | -$212K | 0.13% | 91 |
|
|
2023
Q1 | $1.27M | Buy |
4,099
+152
| +4% | +$47K | 0.15% | 89 |
|
|
2022
Q4 | $1.26M | Sell |
3,947
-1
| -0% | -$319 | 0.16% | 85 |
|
|
2022
Q3 | $1.09M | Buy |
3,948
+603
| +18% | +$167K | 0.16% | 82 |
|
|
2022
Q2 | $922K | Sell |
3,345
-178
| -5% | -$49.1K | 0.14% | 86 |
|
|
2022
Q1 | $1.21M | Buy |
3,523
+353
| +11% | +$122K | 0.17% | 84 |
|
|
2021
Q4 | $1.02M | Buy |
3,170
+1,141
| +56% | +$366K | 0.14% | 93 |
|
|
2021
Q3 | $554K | Buy |
2,029
+728
| +56% | +$199K | 0.09% | 103 |
|
|
2021
Q2 | $362K | Sell |
1,301
-5
| -0.4% | -$1.39K | 0.06% | 111 |
|
|
2021
Q1 | $349K | Sell |
1,306
-24
| -2% | -$6.41K | 0.06% | 109 |
|
|
2020
Q4 | $308K | Sell |
1,330
-1,013
| -43% | -$235K | 0.07% | 114 |
|
|
2020
Q3 | $499K | Sell |
2,343
-1,629
| -41% | -$347K | 0.14% | 95 |
|
|
2020
Q2 | $709K | Buy |
3,972
+1,729
| +77% | +$309K | 0.24% | 66 |
|
|
2020
Q1 | $412K | Sell |
2,243
-257
| -10% | -$47.2K | 0.18% | 73 |
|
|
2019
Q4 | $565K | Sell |
2,500
-14
| -0.6% | -$3.16K | 0.24% | 65 |
|
|
2019
Q3 | $521K | Buy |
2,514
+868
| +53% | +$180K | 0.29% | 60 |
|
|
2019
Q2 | $354K | Hold |
1,646
| – | – | 0.26% | 65 |
|
|
2019
Q1 | $331K | Buy |
+1,646
| New | +$331K | 0.26% | 66 |
|