First Western Trust Bank’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 | $3.42M | Sell |
7,048
-335
| -5% | -$163K | 0.15% | 47 |
|
2025
Q1 | $3.93M | Sell |
7,383
-66
| -0.9% | -$35.2K | 0.19% | 42 |
|
2024
Q4 | $3.38M | Buy |
7,449
+2,665
| +56% | +$1.21M | 0.16% | 47 |
|
2024
Q3 | $2.2M | Sell |
4,784
-64
| -1% | -$29.5K | 0.1% | 65 |
|
2024
Q2 | $1.97M | Hold |
4,848
| – | – | 0.09% | 66 |
|
2024
Q1 | $2.04M | Sell |
4,848
-140
| -3% | -$58.9K | 0.09% | 67 |
|
2023
Q4 | $1.78M | Buy |
4,988
+53
| +1% | +$18.9K | 0.09% | 70 |
|
2023
Q3 | $1.73M | Buy |
4,935
+113
| +2% | +$39.6K | 0.09% | 71 |
|
2023
Q2 | $1.64M | Sell |
4,822
-104
| -2% | -$35.5K | 0.08% | 76 |
|
2023
Q1 | $1.52M | Sell |
4,926
-208
| -4% | -$64.2K | 0.08% | 75 |
|
2022
Q4 | $1.59M | Buy |
5,134
+107
| +2% | +$33.1K | 0.09% | 69 |
|
2022
Q3 | $1.34M | Sell |
5,027
-168
| -3% | -$44.9K | 0.09% | 73 |
|
2022
Q2 | $1.42M | Buy |
5,195
+139
| +3% | +$38K | 0.09% | 71 |
|
2022
Q1 | $1.81M | Buy |
+5,056
| New | +$1.81M | 0.09% | 71 |
|