Advantage Trust Company’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 | $1.2M | Buy |
2,463
+686
| +39% | +$333K | 0.59% | 22 |
|
|
2025
Q1 | $946K | Hold |
1,777
| – | – | 0.57% | 18 |
|
|
2024
Q4 | $805K | Sell |
1,777
-150
| -8% | -$68K | 0.47% | 20 |
|
|
2024
Q3 | $887K | Hold |
1,927
| – | – | 0.6% | 17 |
|
|
2024
Q2 | $784K | Hold |
1,927
| – | – | 0.56% | 17 |
|
|
2024
Q1 | $810K | Hold |
1,927
| – | – | 0.6% | 17 |
|
|
2023
Q4 | $687K | Buy |
+1,927
| New | +$687K | 0.54% | 18 |
|