First Trust Investment Solutions’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
2024
Q3
$27M Sell
58,764
-76
-0.1% -$35K 3.04% 5
2024
Q2
$23.9M Buy
58,840
+896
+2% +$364K 3.37% 3
2024
Q1
$24.4M Buy
57,944
+5,683
+11% +$2.39M 4.29% 3
2023
Q4
$18.6M Buy
+52,261
New +$18.6M 3.87% 2