FSG
Financial Strategies Group’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 | $10.3M | Buy |
21,560
+984
| +5% | +$468K | 2.14% | 12 |
|
2025
Q1 | $10.9M | Buy |
20,576
+128
| +0.6% | +$67.6K | 2.57% | 10 |
|
2024
Q4 | $9.05M | Buy |
20,448
+783
| +4% | +$347K | 2.17% | 13 |
|
2024
Q3 | $9.05M | Buy |
19,665
+108
| +0.6% | +$49.7K | 2.12% | 12 |
|
2024
Q2 | $8.03M | Buy |
19,557
+2,864
| +17% | +$1.18M | 2.02% | 15 |
|
2024
Q1 | $6.92M | Buy |
16,693
+2,876
| +21% | +$1.19M | 1.86% | 15 |
|
2023
Q4 | $5.2M | Buy |
13,817
+1,905
| +16% | +$717K | 1.49% | 17 |
|
2023
Q3 | $4.11M | Buy |
11,912
+1,404
| +13% | +$485K | 1.3% | 17 |
|
2023
Q2 | $3.58M | Buy |
10,508
+3,262
| +45% | +$1.11M | 1.15% | 17 |
|
2023
Q1 | $2.24M | Buy |
7,246
+855
| +13% | +$264K | 0.86% | 20 |
|
2022
Q4 | $1.97M | Buy |
6,391
+553
| +9% | +$171K | 0.82% | 21 |
|
2022
Q3 | $1.56M | Buy |
5,838
+1,464
| +33% | +$391K | 0.71% | 24 |
|
2022
Q2 | $1.19M | Buy |
4,374
+1,409
| +48% | +$385K | 0.5% | 30 |
|
2022
Q1 | $1.05M | Buy |
+2,965
| New | +$1.05M | 0.42% | 28 |
|