GoalFusion 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
Q1 | – | Sell |
-541
| Closed | -$245K | – | 29 |
|
|
2024
Q4 | $245K | Sell |
541
-28
| -5% | -$12.7K | 0.13% | 26 |
|
|
2024
Q3 | $262K | Sell |
569
-547
| -49% | -$252K | 0.15% | 26 |
|
|
2024
Q2 | $454K | Hold |
1,116
| – | – | 0.28% | 16 |
|
|
2024
Q1 | $469K | Hold |
1,116
| – | – | 0.3% | 18 |
|
|
2023
Q4 | $398K | Hold |
1,116
| – | – | 0.27% | 21 |
|
|
2023
Q3 | $391K | Hold |
1,116
| – | – | 0.29% | 19 |
|
|
2023
Q2 | $381K | Hold |
1,116
| – | – | 0.28% | 18 |
|
|
2023
Q1 | $345K | Hold |
1,116
| – | – | 0.27% | 18 |
|
|
2022
Q4 | $348K | Hold |
1,116
| – | – | 0.28% | 15 |
|
|
2022
Q3 | $298K | Hold |
1,116
| – | – | 0.28% | 14 |
|
|
2022
Q2 | $305K | Hold |
1,116
| – | – | 0.29% | 14 |
|
|
2022
Q1 | $394K | Sell |
1,116
-44
| -4% | -$15.5K | 0.34% | 14 |
|
|
2021
Q4 | $296K | Buy |
+1,160
| New | +$296K | 0.29% | 10 |
|