FTWA
Fifth Third Wealth 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 | $18.3M | Buy |
37,584
+4,499
| +14% | +$2.19M | 0.77% | 19 |
|
2025
Q1 | $17.6M | Buy |
33,085
+1,514
| +5% | +$806K | 0.91% | 17 |
|
2024
Q4 | $14.3M | Buy |
31,571
+3,900
| +14% | +$1.77M | 0.78% | 20 |
|
2024
Q3 | $12.7M | Buy |
27,671
+1,370
| +5% | +$631K | 0.78% | 18 |
|
2024
Q2 | $10.7M | Buy |
26,301
+17,131
| +187% | +$6.97M | 0.81% | 18 |
|
2024
Q1 | $3.86M | Buy |
9,170
+2,914
| +47% | +$1.23M | 0.6% | 25 |
|
2023
Q4 | $2.23M | Buy |
6,256
+2,940
| +89% | +$1.05M | 0.72% | 33 |
|
2023
Q3 | $1.16M | Buy |
3,316
+2,127
| +179% | +$745K | 0.47% | 52 |
|
2023
Q2 | $405K | Buy |
1,189
+43
| +4% | +$14.7K | 0.26% | 94 |
|
2023
Q1 | $354K | Buy |
+1,146
| New | +$354K | 0.65% | 53 |
|