Fi3 Financial Advisors’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 | $1.71M | Buy |
3,520
+68
| +2% | +$33K | 0.62% | 21 |
|
|
2025
Q1 | $1.84M | Buy |
3,452
+179
| +5% | +$95.3K | 0.75% | 19 |
|
|
2024
Q4 | $1.48M | Buy |
3,273
+189
| +6% | +$85.7K | 0.56% | 26 |
|
|
2024
Q3 | $1.42M | Buy |
3,084
+78
| +3% | +$35.9K | 0.56% | 20 |
|
|
2024
Q2 | $1.22M | Sell |
3,006
-5
| -0.2% | -$2.03K | 0.54% | 20 |
|
|
2024
Q1 | $1.21M | Buy |
3,011
+241
| +9% | +$96.6K | 0.56% | 20 |
|
|
2023
Q4 | $988K | Sell |
2,770
-212
| -7% | -$75.6K | 0.47% | 25 |
|
|
2023
Q3 | $1.04M | Buy |
2,982
+86
| +3% | +$30.1K | 0.56% | 21 |
|
|
2023
Q2 | $988K | Buy |
2,896
+240
| +9% | +$81.8K | 0.52% | 21 |
|
|
2023
Q1 | $820K | Buy |
2,656
+98
| +4% | +$30.3K | 0.44% | 26 |
|
|
2022
Q4 | $790K | Buy |
2,558
+1,207
| +89% | +$373K | 0.45% | 27 |
|
|
2022
Q3 | $361K | Buy |
1,351
+31
| +2% | +$8.28K | 0.33% | 29 |
|
|
2022
Q2 | $366K | Sell |
1,320
-43
| -3% | -$11.9K | 0.3% | 31 |
|
|
2022
Q1 | $481K | Buy |
1,363
+271
| +25% | +$95.6K | 0.37% | 26 |
|
|
2021
Q4 | $327K | Buy |
1,092
+132
| +14% | +$39.5K | 0.21% | 34 |
|
|
2021
Q3 | $262K | Sell |
960
-19
| -2% | -$5.19K | 0.17% | 36 |
|
|
2021
Q2 | $276K | Buy |
979
+189
| +24% | +$53.3K | 0.19% | 37 |
|
|
2021
Q1 | $202K | Buy |
+790
| New | +$202K | 0.17% | 48 |
|