Fiduciary Group’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 | $26.5M | Sell |
54,502
-258
| -0.5% | -$125K | 2.49% | 7 |
|
|
2025
Q1 | $29.2M | Sell |
54,760
-203
| -0.4% | -$108K | 2.92% | 5 |
|
|
2024
Q4 | $24.9M | Sell |
54,963
-469
| -0.8% | -$213K | 2.5% | 6 |
|
|
2024
Q3 | $25.5M | Sell |
55,432
-421
| -0.8% | -$194K | 2.58% | 6 |
|
|
2024
Q2 | $22.7M | Sell |
55,853
-455
| -0.8% | -$185K | 2.44% | 6 |
|
|
2024
Q1 | $23.7M | Sell |
56,308
-350
| -0.6% | -$147K | 2.58% | 7 |
|
|
2023
Q4 | $20.2M | Sell |
56,658
-1,737
| -3% | -$620K | 2.37% | 8 |
|
|
2023
Q3 | $20.5M | Sell |
58,395
-519
| -0.9% | -$182K | 2.61% | 7 |
|
|
2023
Q2 | $20.1M | Buy |
58,914
+215
| +0.4% | +$73.3K | 2.47% | 7 |
|
|
2023
Q1 | $18.1M | Sell |
58,699
-357
| -0.6% | -$110K | 2.36% | 8 |
|
|
2022
Q4 | $18.2M | Sell |
59,056
-287
| -0.5% | -$88.7K | 2.43% | 6 |
|
|
2022
Q3 | $18M | Buy |
59,343
+713
| +1% | +$216K | 2.33% | 8 |
|
|
2022
Q2 | $17.4M | Buy |
58,630
+347
| +0.6% | +$103K | 2.17% | 9 |
|
|
2022
Q1 | $18.2M | Sell |
58,283
-3
| -0% | -$935 | 2.4% | 7 |
|
|
2021
Q4 | $17.4M | Buy |
58,286
+474
| +0.8% | +$142K | 1.94% | 11 |
|
|
2021
Q3 | $16.8M | Sell |
57,812
-473
| -0.8% | -$138K | 1.91% | 13 |
|
|
2021
Q2 | $16.2M | Buy |
58,285
+828
| +1% | +$231K | 1.88% | 14 |
|
|
2021
Q1 | $15.8M | Buy |
57,457
+348
| +0.6% | +$95.7K | 1.92% | 13 |
|
|
2020
Q4 | $13.7M | Sell |
57,109
-498
| -0.9% | -$119K | 1.81% | 15 |
|
|
2020
Q3 | $12.3M | Sell |
57,607
-358
| -0.6% | -$76.2K | 1.85% | 12 |
|
|
2020
Q2 | $10.3M | Buy |
57,965
+887
| +2% | +$158K | 1.73% | 14 |
|
|
2020
Q1 | $10.4M | Buy |
57,078
+383
| +0.7% | +$70K | 2.05% | 11 |
|
|
2019
Q4 | $12.8M | Buy |
56,695
+2,067
| +4% | +$468K | 2.05% | 10 |
|
|
2019
Q3 | $11.4M | Buy |
54,628
+1,529
| +3% | +$318K | 1.99% | 11 |
|
|
2019
Q2 | $11.3M | Buy |
53,099
+191
| +0.4% | +$40.7K | 2.03% | 11 |
|
|
2019
Q1 | $10.6M | Buy |
52,908
+602
| +1% | +$121K | 1.98% | 12 |
|
|
2018
Q4 | $10.7M | Buy |
52,306
+2,511
| +5% | +$513K | 2.21% | 10 |
|
|
2018
Q3 | $10.7M | Buy |
49,795
+447
| +0.9% | +$95.7K | 2.09% | 10 |
|
|
2018
Q2 | $9.21M | Buy |
49,348
+93
| +0.2% | +$17.4K | 1.95% | 11 |
|
|
2018
Q1 | $9.83M | Buy |
49,255
+518
| +1% | +$103K | 2.13% | 11 |
|
|
2017
Q4 | $9.66M | Sell |
48,737
-500
| -1% | -$99.1K | 2.06% | 10 |
|
|
2017
Q3 | $9.03M | Buy |
49,237
+72
| +0.1% | +$13.2K | 2.03% | 10 |
|
|
2017
Q2 | $8.33M | Buy |
49,165
+428
| +0.9% | +$72.5K | 1.92% | 10 |
|
|
2017
Q1 | $8.12M | Buy |
48,737
+2,966
| +6% | +$494K | 1.93% | 8 |
|
|
2016
Q4 | $7.46M | Buy |
45,771
+1,974
| +5% | +$322K | 1.93% | 7 |
|
|
2016
Q3 | $6.33M | Sell |
43,797
-1,032
| -2% | -$149K | 1.71% | 12 |
|
|
2016
Q2 | $6.49M | Sell |
44,829
-132
| -0.3% | -$19.1K | 1.8% | 12 |
|
|
2016
Q1 | $6.38M | Buy |
44,961
+2,086
| +5% | +$296K | 1.85% | 10 |
|
|
2015
Q4 | $5.66M | Buy |
42,875
+4,650
| +12% | +$614K | 1.69% | 13 |
|
|
2015
Q3 | $4.99M | Buy |
38,225
+3,398
| +10% | +$443K | 1.66% | 9 |
|
|
2015
Q2 | $4.74M | Buy |
+34,827
| New | +$4.74M | 1.49% | 16 |
|