FSA 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 | $526K | Buy |
1,083
+48
| +5% | +$23.3K | 0.21% | 29 |
|
|
2025
Q1 | $551K | Buy |
1,035
+208
| +25% | +$111K | 0.23% | 25 |
|
|
2024
Q4 | $375K | Hold |
827
| – | – | 0.15% | 32 |
|
|
2024
Q3 | $381K | Buy |
+827
| New | +$381K | 0.15% | 33 |
|
|
2024
Q1 | $352K | Buy |
837
+19
| +2% | +$7.99K | 0.15% | 33 |
|
|
2023
Q4 | $292K | Hold |
818
| – | – | 0.14% | 36 |
|
|
2023
Q3 | $287K | Buy |
818
+64
| +8% | +$22.4K | 0.16% | 32 |
|
|
2023
Q2 | $257K | Hold |
754
| – | – | 0.14% | 32 |
|
|
2023
Q1 | $233K | Buy |
+754
| New | +$233K | 0.14% | 35 |
|
|
2021
Q1 | – | Sell |
-77
| Closed | -$18K | – | 78 |
|
|
2020
Q4 | $18K | Buy |
+77
| New | +$18K | 0.01% | 214 |
|
|
2020
Q3 | – | Sell |
-77
| Closed | -$14K | – | 103 |
|
|
2020
Q2 | $14K | Hold |
77
| – | – | 0.01% | 227 |
|
|
2020
Q1 | $14K | Buy |
77
+4
| +5% | +$727 | 0.01% | 208 |
|
|
2019
Q4 | $17K | Buy |
+73
| New | +$17K | 0.01% | 241 |
|