AFC
AFT Forsyth & Company’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,308
| Closed | -$2.29M | – | 118 |
|
|
2025
Q1 | $2.29M | Buy |
4,308
+100
| +2% | +$53.3K | 1.24% | 19 |
|
|
2024
Q4 | $1.91M | Sell |
4,208
-70
| -2% | -$31.7K | 0.94% | 27 |
|
|
2024
Q3 | $1.97M | Buy |
4,278
+100
| +2% | +$46K | 0.97% | 25 |
|
|
2024
Q2 | $1.7M | Buy |
4,178
+315
| +8% | +$128K | 0.83% | 27 |
|
|
2024
Q1 | $1.62M | Sell |
3,863
-500
| -11% | -$210K | 0.93% | 29 |
|
|
2023
Q4 | $1.56M | Buy |
4,363
+162
| +4% | +$57.8K | 0.98% | 24 |
|
|
2023
Q3 | $1.47M | Hold |
4,201
| – | – | 1.08% | 21 |
|
|
2023
Q2 | $1.43M | Sell |
4,201
-170
| -4% | -$58K | 1.02% | 27 |
|
|
2023
Q1 | $1.35M | Sell |
4,371
-32
| -0.7% | -$9.88K | 1.04% | 27 |
|
|
2022
Q4 | $1.36M | Buy |
4,403
+75
| +2% | +$23.2K | 1.16% | 25 |
|
|
2022
Q3 | $1.16M | Sell |
4,328
-300
| -6% | -$80.1K | 1.03% | 30 |
|
|
2022
Q2 | $1.26M | Buy |
4,628
+15
| +0.3% | +$4.1K | 1.02% | 29 |
|
|
2022
Q1 | $1.63M | Buy |
4,613
+130
| +3% | +$45.9K | 1.04% | 27 |
|
|
2021
Q4 | $1.34M | Sell |
4,483
-575
| -11% | -$172K | 0.69% | 45 |
|
|
2021
Q3 | $1.38M | Buy |
5,058
+160
| +3% | +$43.7K | 0.74% | 40 |
|
|
2021
Q2 | $1.36M | Hold |
4,898
| – | – | 0.73% | 39 |
|
|
2021
Q1 | $1.25M | Hold |
4,898
| – | – | 0.75% | 38 |
|
|
2020
Q4 | $1.14M | Buy |
4,898
+350
| +8% | +$81.2K | 0.71% | 39 |
|
|
2020
Q3 | $968K | Sell |
4,548
-55
| -1% | -$11.7K | 0.72% | 45 |
|
|
2020
Q2 | $822K | Buy |
4,603
+75
| +2% | +$13.4K | 0.69% | 48 |
|
|
2020
Q1 | $828K | Sell |
4,528
-700
| -13% | -$128K | 0.83% | 37 |
|
|
2019
Q4 | $1.18M | Buy |
5,228
+105
| +2% | +$23.8K | 0.9% | 33 |
|
|
2019
Q3 | $1.07M | Buy |
5,123
+125
| +3% | +$26K | 0.88% | 37 |
|
|
2019
Q2 | $1.07M | Buy |
4,998
+60
| +1% | +$12.8K | 0.88% | 38 |
|
|
2019
Q1 | $992K | Hold |
4,938
| – | – | 0.86% | 41 |
|
|
2018
Q4 | $1.01M | Hold |
4,938
| – | – | 1% | 29 |
|
|
2018
Q3 | $1.06M | Buy |
+4,938
| New | +$1.06M | 0.88% | 39 |
|
|
2018
Q2 | – | Sell |
-4,413
| Closed | -$880K | – | 141 |
|
|
2018
Q1 | $880K | Buy |
4,413
+675
| +18% | +$135K | 0.82% | 41 |
|
|
2017
Q4 | $741K | Buy |
+3,738
| New | +$741K | 0.73% | 43 |
|
|
2013
Q3 | $640K | Buy |
5,640
+1,365
| +32% | +$155K | 0.83% | 39 |
|
|
2013
Q2 | $478K | Buy |
+4,275
| New | +$478K | 0.68% | 53 |
|