Foundation Wealth Management (Missouri)’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 | $3.01M | Sell |
6,189
-59
| -0.9% | -$28.7K | 2.09% | 11 |
|
|
2025
Q1 | $3.33M | Sell |
6,248
-1
| -0% | -$533 | 2.61% | 10 |
|
|
2024
Q4 | $2.83M | Sell |
6,249
-1
| -0% | -$453 | 2.2% | 11 |
|
|
2024
Q3 | $2.88M | Hold |
6,250
| – | – | 2.18% | 12 |
|
|
2024
Q2 | $2.54M | Buy |
6,250
+104
| +2% | +$42.3K | 1.99% | 13 |
|
|
2024
Q1 | $2.58M | Sell |
6,146
-54
| -0.9% | -$22.7K | 2.11% | 13 |
|
|
2023
Q4 | $2.21M | Sell |
6,200
-104
| -2% | -$37.1K | 1.98% | 15 |
|
|
2023
Q3 | $2.21M | Hold |
6,304
| – | – | 2.21% | 15 |
|
|
2023
Q2 | $2.15M | Sell |
6,304
-596
| -9% | -$203K | 2.1% | 15 |
|
|
2023
Q1 | $2.13M | Buy |
6,900
+3
| +0% | +$926 | 2.19% | 15 |
|
|
2022
Q4 | $2.13M | Buy |
+6,897
| New | +$2.13M | 2.16% | 15 |
|