Fiduciary Alliance’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 | $27.5M | Buy |
56,599
+990
| +2% | +$481K | 2.05% | 7 |
|
|
2025
Q1 | $29.6M | Buy |
55,609
+1,958
| +4% | +$1.04M | 2.91% | 5 |
|
|
2024
Q4 | $24.3M | Buy |
53,651
+4,413
| +9% | +$2M | 2.46% | 6 |
|
|
2024
Q3 | $22.7M | Buy |
49,238
+4,600
| +10% | +$2.12M | 3.01% | 5 |
|
|
2024
Q2 | $18.2M | Buy |
44,638
+1,732
| +4% | +$705K | 2.95% | 6 |
|
|
2024
Q1 | $18M | Sell |
42,906
-521
| -1% | -$219K | 3.18% | 6 |
|
|
2023
Q4 | $15.5M | Buy |
43,427
+893
| +2% | +$318K | 3.05% | 6 |
|
|
2023
Q3 | $14.9M | Sell |
42,534
-5,629
| -12% | -$1.97M | 3.44% | 6 |
|
|
2023
Q2 | $16.4M | Buy |
48,163
+5,698
| +13% | +$1.94M | 3.53% | 4 |
|
|
2023
Q1 | $13.1M | Buy |
42,465
+3,794
| +10% | +$1.17M | 3.29% | 4 |
|
|
2022
Q4 | $11.9M | Buy |
+38,671
| New | +$11.9M | 3.09% | 7 |
|