Fidelis Capital Partners’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 | $12M | Buy |
25,692
+1,812
| +8% | +$850K | 1.1% | 20 |
|
|
2025
Q1 | $12.7M | Buy |
23,880
+1,352
| +6% | +$718K | 1.35% | 17 |
|
|
2024
Q4 | $10.5M | Buy |
22,528
+2,725
| +14% | +$1.27M | 1.05% | 22 |
|
|
2024
Q3 | $9.12M | Buy |
19,803
+2,675
| +16% | +$1.23M | 1.09% | 20 |
|
|
2024
Q2 | $7.31M | Buy |
17,128
+2,380
| +16% | +$1.02M | 1.04% | 22 |
|
|
2024
Q1 | $6.2M | Buy |
14,748
+3,016
| +26% | +$1.27M | 0.94% | 24 |
|
|
2023
Q4 | $4.18M | Buy |
11,732
+3,642
| +45% | +$1.3M | 0.93% | 18 |
|
|
2023
Q3 | $2.83M | Buy |
8,090
+965
| +14% | +$338K | 0.97% | 18 |
|
|
2023
Q2 | $2.43M | Buy |
7,125
+606
| +9% | +$207K | 0.89% | 21 |
|
|
2023
Q1 | $2.11M | Buy |
6,519
+4,194
| +180% | +$1.36M | 0.9% | 21 |
|
|
2022
Q4 | $734K | Buy |
+2,325
| New | +$734K | 0.87% | 30 |
|