Wealth Forward LLC’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 | $1.23M | Sell |
2,528
-117
| -4% | -$56.8K | 0.83% | 15 |
|
|
2025
Q1 | $1.41M | Hold |
2,645
| – | – | 1% | 15 |
|
|
2024
Q4 | $1.2M | Buy |
2,645
+152
| +6% | +$68.9K | 0.85% | 15 |
|
|
2024
Q3 | $1.15M | Sell |
2,493
-154
| -6% | -$70.9K | 0.8% | 16 |
|
|
2024
Q2 | $1.08M | Buy |
2,647
+155
| +6% | +$63.1K | 0.84% | 16 |
|
|
2024
Q1 | $1.05M | Buy |
2,492
+309
| +14% | +$130K | 0.82% | 16 |
|
|
2023
Q4 | $779K | Buy |
+2,183
| New | +$779K | 0.66% | 16 |
|