FA
Fiducient Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $20.2M | Buy |
41,653
+710
| +2% | +$345K | 2.48% | 11 |
|
2025
Q1 | $21.8M | Sell |
40,943
-9
| -0% | -$4.79K | 2.72% | 9 |
|
2024
Q4 | $18.6M | Sell |
40,952
-85
| -0.2% | -$38.5K | 2.29% | 12 |
|
2024
Q3 | $18.9M | Buy |
41,037
+33,761
| +464% | +$15.5M | 2.18% | 12 |
|
2024
Q2 | $2.96M | Sell |
7,276
-1,448
| -17% | -$589K | 0.41% | 32 |
|
2024
Q1 | $3.67M | Buy |
8,724
+1,257
| +17% | +$529K | 0.73% | 25 |
|
2023
Q4 | $2.66M | Buy |
7,467
+3,574
| +92% | +$1.27M | 0.5% | 24 |
|
2023
Q3 | $1.36M | Buy |
3,893
+2,290
| +143% | +$802K | 0.08% | 37 |
|
2023
Q2 | $547K | Buy |
1,603
+717
| +81% | +$244K | 0.17% | 34 |
|
2023
Q1 | $274K | Sell |
886
-5,143
| -85% | -$1.59M | 0.09% | 41 |
|
2022
Q4 | $1.86M | Buy |
6,029
+41
| +0.7% | +$12.7K | 0.55% | 24 |
|
2022
Q3 | $1.6M | Sell |
5,988
-11,218
| -65% | -$3M | 0.76% | 16 |
|
2022
Q2 | $4.7M | Buy |
17,206
+11,228
| +188% | +$3.07M | 1.76% | 11 |
|
2022
Q1 | $2.11M | Hold |
5,978
| – | – | 0.8% | 16 |
|
2021
Q4 | $1.79M | Buy |
5,978
+954
| +19% | +$285K | 0.54% | 18 |
|
2021
Q3 | $1.37M | Hold |
5,024
| – | – | 0.41% | 21 |
|
2021
Q2 | $1.4M | Hold |
5,024
| – | – | 0.43% | 22 |
|
2021
Q1 | $1.28M | Buy |
5,024
+247
| +5% | +$63.1K | 0.42% | 21 |
|
2020
Q4 | $1.11M | Buy |
+4,777
| New | +$1.11M | 0.41% | 23 |
|