Fulcrum Equity 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 | $2.15M | Buy |
4,418
+8
| +0.2% | +$3.89K | 2.2% | 7 |
|
|
2025
Q1 | $2.35M | Hold |
4,410
| – | – | 2.57% | 8 |
|
|
2024
Q4 | $2M | Hold |
4,410
| – | – | 1.98% | 6 |
|
|
2024
Q3 | $2.03M | Hold |
4,410
| – | – | 1.71% | 6 |
|
|
2024
Q2 | $1.79M | Buy |
4,410
+181
| +4% | +$73.6K | 1.61% | 7 |
|
|
2024
Q1 | $1.78M | Buy |
4,229
+463
| +12% | +$195K | 2.1% | 6 |
|
|
2023
Q4 | $1.34M | Buy |
3,766
+126
| +3% | +$44.9K | 1.66% | 11 |
|
|
2023
Q3 | $1.28M | Buy |
3,640
+1
| +0% | +$350 | 1.49% | 14 |
|
|
2023
Q2 | $1.24M | Buy |
3,639
+15
| +0.4% | +$5.12K | 1.44% | 20 |
|
|
2023
Q1 | $1.12M | Hold |
3,624
| – | – | 1.05% | 33 |
|
|
2022
Q4 | $1.12M | Buy |
3,624
+184
| +5% | +$56.8K | 0.92% | 34 |
|
|
2022
Q3 | $919K | Buy |
3,440
+5
| +0.1% | +$1.34K | 0.78% | 31 |
|
|
2022
Q2 | $938K | Hold |
3,435
| – | – | 0.76% | 32 |
|
|
2022
Q1 | $1.21M | Sell |
3,435
-547
| -14% | -$193K | 0.72% | 38 |
|
|
2021
Q4 | $1.19M | Buy |
3,982
+752
| +23% | +$225K | 0.45% | 58 |
|
|
2021
Q3 | $882K | Buy |
3,230
+380
| +13% | +$104K | 0.34% | 69 |
|
|
2021
Q2 | $792K | Buy |
2,850
+150
| +6% | +$41.7K | 0.3% | 83 |
|
|
2021
Q1 | $690K | Hold |
2,700
| – | – | 0.27% | 87 |
|
|
2020
Q4 | $626K | Buy |
2,700
+500
| +23% | +$116K | 0.25% | 79 |
|
|
2020
Q3 | $468K | Hold |
2,200
| – | – | 0.22% | 72 |
|
|
2020
Q2 | $393K | Hold |
2,200
| – | – | 0.19% | 98 |
|
|
2020
Q1 | $402K | Hold |
2,200
| – | – | 0.29% | 21 |
|
|
2019
Q4 | $498K | Buy |
2,200
+700
| +47% | +$158K | 0.26% | 59 |
|
|
2019
Q3 | $312K | Hold |
1,500
| – | – | 0.16% | 74 |
|
|
2019
Q2 | $299K | Sell |
1,500
-2,602
| -63% | -$519K | 0.14% | 72 |
|
|
2019
Q1 | $824K | Buy |
4,102
+2
| +0% | +$402 | 0.28% | 15 |
|
|
2018
Q4 | $837K | Buy |
+4,100
| New | +$837K | 0.31% | 13 |
|