First Citizens Financial Corp’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 | $5.37M | Buy |
11,048
+290
| +3% | +$141K | 2.95% | 7 |
|
2025
Q1 | $5.73M | Buy |
10,758
+352
| +3% | +$187K | 3.24% | 6 |
|
2024
Q4 | $4.72M | Buy |
10,406
+32
| +0.3% | +$14.5K | 2.56% | 12 |
|
2024
Q3 | $4.77M | Buy |
10,374
+21
| +0.2% | +$9.67K | 2.53% | 12 |
|
2024
Q2 | $4.21M | Hold |
10,353
| – | – | 2.49% | 12 |
|
2024
Q1 | $4.35M | Buy |
10,353
+1,286
| +14% | +$541K | 2.59% | 11 |
|
2023
Q4 | $3.23M | Sell |
9,067
-120
| -1% | -$42.8K | 2.08% | 16 |
|
2023
Q3 | $3.22M | Buy |
9,187
+150
| +2% | +$52.5K | 2.27% | 15 |
|
2023
Q2 | $3.08M | Buy |
+9,037
| New | +$3.08M | 2.09% | 14 |
|
2022
Q4 | $1.64M | Buy |
5,302
+50
| +1% | +$15.4K | 1.41% | 20 |
|
2022
Q3 | $1.4M | Hold |
5,252
| – | – | 1.38% | 20 |
|
2022
Q2 | $1.43M | Buy |
5,252
+800
| +18% | +$218K | 1.26% | 22 |
|
2022
Q1 | $1.57M | Hold |
4,452
| – | – | 1.18% | 22 |
|
2021
Q4 | $1.33M | Hold |
4,452
| – | – | 0.97% | 23 |
|
2021
Q3 | $1.22M | Buy |
4,452
+151
| +4% | +$41.2K | 0.97% | 23 |
|
2021
Q2 | $1.2M | Hold |
4,301
| – | – | 0.9% | 24 |
|
2021
Q1 | $1.1M | Hold |
4,301
| – | – | 0.9% | 25 |
|
2020
Q4 | $997K | Sell |
4,301
-775
| -15% | -$180K | 0.87% | 23 |
|
2020
Q3 | $1.08M | Hold |
5,076
| – | – | 1.07% | 19 |
|
2020
Q2 | $906K | Buy |
5,076
+366
| +8% | +$65.3K | 0.95% | 22 |
|
2020
Q1 | $861K | Hold |
4,710
| – | – | 1.13% | 22 |
|
2019
Q4 | $1.07M | Buy |
+4,710
| New | +$1.07M | 1.05% | 20 |
|