FWA
FSM 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 | $4.7M | Buy |
9,830
+2,191
| +29% | +$1.05M | 0.76% | 29 |
|
|
2025
Q1 | $4.07M | Buy |
7,639
+899
| +13% | +$479K | 0.91% | 23 |
|
|
2024
Q4 | $3.12M | Buy |
6,740
+358
| +6% | +$166K | 0.76% | 27 |
|
|
2024
Q3 | $2.94M | Buy |
6,382
+214
| +3% | +$98.5K | 0.78% | 26 |
|
|
2024
Q2 | $2.51M | Sell |
6,168
-53
| -0.9% | -$21.6K | 0.84% | 28 |
|
|
2024
Q1 | $2.62M | Sell |
6,221
-49
| -0.8% | -$20.6K | 0.93% | 26 |
|
|
2023
Q4 | $2.24M | Buy |
6,270
+86
| +1% | +$30.7K | 0.95% | 26 |
|
|
2023
Q3 | $2.17M | Buy |
6,184
+34
| +0.6% | +$11.9K | 1.09% | 26 |
|
|
2023
Q2 | $2.11M | Buy |
6,150
+132
| +2% | +$45.3K | 1.06% | 25 |
|
|
2023
Q1 | $1.86M | Buy |
6,018
+886
| +17% | +$274K | 1.08% | 26 |
|
|
2022
Q4 | $1.59M | Sell |
5,132
-42
| -0.8% | -$13K | 1.13% | 25 |
|
|
2022
Q3 | $1.38M | Buy |
5,174
+162
| +3% | +$43.3K | 1.15% | 24 |
|
|
2022
Q2 | $1.47M | Buy |
+5,012
| New | +$1.47M | 1.45% | 21 |
|