First Capital Advisors 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $820K | Buy |
2,405
+116
| +5% | +$39.6K | 0.43% | 60 |
|
2023
Q1 | $707K | Sell |
2,289
-72
| -3% | -$22.2K | 0.45% | 61 |
|
2022
Q4 | $729K | Sell |
2,361
-133
| -5% | -$41.1K | 0.49% | 60 |
|
2022
Q3 | $666K | Sell |
2,494
-47
| -2% | -$12.6K | 0.56% | 50 |
|
2022
Q2 | $694K | Buy |
+2,541
| New | +$694K | 0.48% | 52 |
|
2018
Q4 | $251K | Sell |
1,229
-30
| -2% | -$6.13K | 0.19% | 113 |
|
2018
Q3 | $270K | Hold |
1,259
| – | – | 0.17% | 127 |
|
2018
Q2 | $235K | Hold |
1,259
| – | – | 0.16% | 141 |
|
2018
Q1 | $251K | Buy |
1,259
+87
| +7% | +$17.3K | 0.15% | 141 |
|
2017
Q4 | $232K | Hold |
1,172
| – | – | 0.15% | 153 |
|
2017
Q3 | $215K | Buy |
+1,172
| New | +$215K | 0.15% | 147 |
|