Fusion Family Wealth’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 | $591K | Hold |
1,216
| – | – | 0.05% | 30 |
|
|
2025
Q1 | $648K | Hold |
1,216
| – | – | 0.06% | 27 |
|
|
2024
Q4 | $551K | Hold |
1,216
| – | – | 0.05% | 28 |
|
|
2024
Q3 | $560K | Hold |
1,216
| – | – | 0.05% | 28 |
|
|
2024
Q2 | $495K | Hold |
1,216
| – | – | 0.05% | 28 |
|
|
2024
Q1 | $511K | Hold |
1,216
| – | – | 0.05% | 28 |
|
|
2023
Q4 | $434K | Hold |
1,216
| – | – | 0.05% | 28 |
|
|
2023
Q3 | $426K | Hold |
1,216
| – | – | 0.05% | 27 |
|
|
2023
Q2 | $415K | Hold |
1,216
| – | – | 0.05% | 30 |
|
|
2023
Q1 | $375K | Sell |
1,216
-95
| -7% | -$29.3K | 0.05% | 28 |
|
|
2022
Q4 | $405K | Buy |
1,311
+545
| +71% | +$168K | 0.06% | 28 |
|
|
2022
Q3 | $209K | Sell |
766
-450
| -37% | -$123K | 0.03% | 36 |
|
|
2022
Q2 | $332K | Buy |
1,216
+450
| +59% | +$123K | 0.05% | 27 |
|
|
2022
Q1 | $270K | Buy |
+766
| New | +$270K | 0.04% | 31 |
|
|
2021
Q4 | – | Sell |
-766
| Closed | -$209K | – | 37 |
|
|
2021
Q3 | $209K | Sell |
766
-1,000
| -57% | -$273K | 0.03% | 36 |
|
|
2021
Q2 | $491K | Buy |
1,766
+750
| +74% | +$209K | 0.07% | 23 |
|
|
2021
Q1 | $260K | Hold |
1,016
| – | – | 0.04% | 28 |
|
|
2020
Q4 | $236K | Hold |
1,016
| – | – | 0.04% | 29 |
|
|
2020
Q3 | $216K | Hold |
1,016
| – | – | 0.04% | 30 |
|
|
2020
Q2 | $181K | Hold |
1,016
| – | – | 0.04% | 31 |
|
|
2020
Q1 | $186K | Sell |
1,016
-45
| -4% | -$8.24K | 0.05% | 33 |
|
|
2019
Q4 | $240K | Hold |
1,061
| – | – | 0.06% | 34 |
|
|
2019
Q3 | $221K | Sell |
1,061
-2,986
| -74% | -$622K | 0.06% | 33 |
|
|
2019
Q2 | $863K | Buy |
4,047
+2,986
| +281% | +$637K | 0.21% | 25 |
|
|
2019
Q1 | $213K | Sell |
1,061
-3,405
| -76% | -$684K | 0.06% | 37 |
|
|
2018
Q4 | $912K | Hold |
4,466
| – | – | 0.27% | 27 |
|
|
2018
Q3 | $956K | Buy |
4,466
+1,250
| +39% | +$268K | 0.26% | 25 |
|
|
2018
Q2 | $600K | Buy |
3,216
+39
| +1% | +$7.28K | 0.17% | 32 |
|
|
2018
Q1 | $634K | Buy |
3,177
+49
| +2% | +$9.78K | 0.21% | 26 |
|
|
2017
Q4 | $620K | Buy |
3,128
+2,452
| +363% | +$486K | 0.15% | 36 |
|
|
2017
Q3 | $124K | Sell |
676
-2,350
| -78% | -$431K | 0.04% | 63 |
|
|
2017
Q2 | $513K | Buy |
3,026
+400
| +15% | +$67.8K | 0.18% | 40 |
|
|
2017
Q1 | $438K | Sell |
2,626
-220
| -8% | -$36.7K | 0.16% | 42 |
|
|
2016
Q4 | $459K | Buy |
+2,846
| New | +$459K | 0.27% | 39 |
|