Forte Capital’s Berkshire Hathaway Class B BRK.B Stock Holding History

Forte Capital’s Portfolio BRK.B Stock Details BRK.B Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.45M	Buy	9,166 +552	+6%	+$268K	0.48%	44
2025 Q1	$4.59M	Sell	8,614 -90	-1%	-$47.9K	0.54%	41
2024 Q4	$3.95M	Sell	8,704 -481	-5%	-$218K	0.44%	46
2024 Q3	$4.23M	Buy	9,185 +71	+0.8%	+$32.7K	0.48%	46
2024 Q2	$3.71M	Sell	9,114 -25	-0.3%	-$10.2K	0.45%	47
2024 Q1	$3.84M	Sell	9,139 -75	-0.8%	-$31.5K	0.48%	46
2023 Q4	$3.29M	Buy	9,214 +19	+0.2%	+$6.78K	0.45%	48
2023 Q3	$3.22M	Sell	9,195 -1,209	-12%	-$423K	0.5%	46
2023 Q2	$3.55M	Sell	10,404 -875	-8%	-$298K	0.51%	47
2023 Q1	$3.48M	Buy	11,279 +865	+8%	+$267K	0.53%	44
2022 Q4	$3.22M	Hold	10,414	–	–	0.55%	46
2022 Q3	$2.78M	Buy	10,414 +126	+1%	+$33.6K	0.5%	50
2022 Q2	$2.81M	Buy	10,288 +230	+2%	+$62.8K	0.49%	51
2022 Q1	$3.01M	Hold	10,058	–	–	0.38%	53
2021 Q4	$3.01M	Sell	10,058 -1,371	-12%	-$410K	0.38%	53
2021 Q3	$3.12M	Sell	11,429 -175	-2%	-$47.8K	0.42%	47
2021 Q2	$3.23M	Buy	11,604 +506	+5%	+$141K	0.44%	46
2021 Q1	$2.84M	Hold	11,098	–	–	0.44%	46
2020 Q4	$2.57M	Hold	11,098	–	–	0.4%	47
2020 Q3	$2.36M	Buy	11,098 +122	+1%	+$26K	0.44%	45
2020 Q2	$1.96M	Buy	+10,976	New	+$1.96M	0.41%	48
2018 Q1	–	Sell	-3,668	Closed	-$727K	–	94
2017 Q4	$727K	Buy	3,668 +153	+4%	+$30.3K	0.22%	86
2017 Q3	$644K	Sell	3,515 -40	-1%	-$7.33K	0.21%	89
2017 Q2	$602K	Hold	3,555	–	–	0.2%	93
2017 Q1	$593K	Buy	3,555 +220	+7%	+$36.7K	0.2%	87
2016 Q4	$543K	Buy	3,335 +62	+2%	+$10.1K	0.2%	95
2016 Q3	$473K	Hold	3,273	–	–	0.18%	99
2016 Q2	$474K	Buy	3,273 +70	+2%	+$10.1K	0.18%	100
2016 Q1	$454K	Sell	3,203 -10	-0.3%	-$1.42K	0.2%	101
2015 Q4	$424K	Hold	3,213	–	–	0.17%	103
2015 Q3	$419K	Buy	3,213 +255	+9%	+$33.3K	0.19%	101
2015 Q2	$403K	Hold	2,958	–	–	0.17%	117
2015 Q1	$432K	Sell	2,958 -31	-1%	-$4.53K	0.19%	111
2014 Q4	$449K	Buy	2,989 +187	+7%	+$28.1K	0.2%	105
2014 Q3	$387K	Buy	+2,802	New	+$387K	0.18%	113