Fiduciary Group’s Berkshire Hathaway Class A BRK.A Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.46M	Sell	2 -2	-50%	-$1.46M	0.14%	129
2025 Q1	$3.19M	Buy	4 +2	+100%	+$1.6M	0.32%	77
2024 Q4	$1.36M	Hold	2	–	–	0.14%	127
2024 Q3	$1.38M	Hold	2	–	–	0.14%	123
2024 Q2	$1.14M	Hold	2	–	–	0.12%	132
2024 Q1	$1.27M	Hold	2	–	–	0.14%	120
2023 Q4	$1.09M	Hold	2	–	–	0.13%	121
2023 Q3	$1.06M	Hold	2	–	–	0.14%	112
2023 Q2	$1.04M	Hold	2	–	–	0.13%	116
2023 Q1	$931K	Hold	2	–	–	0.12%	123
2022 Q4	$937K	Hold	2	–	–	0.12%	121
2022 Q3	$813K	Hold	2	–	–	0.11%	126
2022 Q2	$818K	Hold	2	–	–	0.1%	128
2022 Q1	$1.06M	Hold	2	–	–	0.14%	108
2021 Q4	$901K	Sell	2 -1	-33%	-$451K	0.1%	120
2021 Q3	$1.23M	Hold	3	–	–	0.14%	104
2021 Q2	$1.26M	Hold	3	–	–	0.15%	104
2021 Q1	$1.16M	Hold	3	–	–	0.14%	108
2020 Q4	$1.04M	Hold	3	–	–	0.14%	103
2020 Q3	$960K	Hold	3	–	–	0.15%	103
2020 Q2	$802K	Hold	3	–	–	0.13%	106
2020 Q1	$816K	Hold	3	–	–	0.16%	87
2019 Q4	$1.02M	Hold	3	–	–	0.16%	92
2019 Q3	$935K	Hold	3	–	–	0.16%	90
2019 Q2	$955K	Hold	3	–	–	0.17%	88
2019 Q1	$904K	Hold	3	–	–	0.17%	89
2018 Q4	$918K	Hold	3	–	–	0.19%	88
2018 Q3	$960K	Hold	3	–	–	0.19%	92
2018 Q2	$846K	Hold	3	–	–	0.18%	89
2018 Q1	$897K	Hold	3	–	–	0.19%	91
2017 Q4	$893K	Hold	3	–	–	0.19%	91
2017 Q3	$824K	Hold	3	–	–	0.19%	95
2017 Q2	$764K	Hold	3	–	–	0.18%	100
2017 Q1	$750K	Hold	3	–	–	0.18%	102
2016 Q4	$732K	Hold	3	–	–	0.19%	101
2016 Q3	$649K	Hold	3	–	–	0.18%	107
2016 Q2	$651K	Hold	3	–	–	0.18%	104
2016 Q1	$640K	Hold	3	–	–	0.19%	105
2015 Q4	$593K	Hold	3	–	–	0.18%	109
2015 Q3	$586K	Hold	3	–	–	0.19%	120
2015 Q2	$615K	Buy	+3	New	+$615K	0.19%	127