Fortem Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Sell |
2,250
-274
| -11% | -$133K | 0.35% | 71 |
|
|
2025
Q1 | $1.34M | Buy |
2,524
+233
| +10% | +$124K | 0.52% | 56 |
|
|
2024
Q4 | $1.04M | Sell |
2,291
-94
| -4% | -$42.6K | 0.4% | 71 |
|
|
2024
Q3 | $1.1M | Buy |
2,385
+545
| +30% | +$251K | 0.45% | 69 |
|
|
2024
Q2 | $749K | Buy |
1,840
+258
| +16% | +$105K | 0.32% | 90 |
|
|
2024
Q1 | $665K | Sell |
1,582
-150
| -9% | -$63.1K | 0.29% | 97 |
|
|
2023
Q4 | $618K | Sell |
1,732
-50
| -3% | -$17.8K | 0.31% | 96 |
|
|
2023
Q3 | $624K | Hold |
1,782
| – | – | 0.37% | 87 |
|
|
2023
Q2 | $608K | Buy |
1,782
+250
| +16% | +$85.3K | 0.36% | 88 |
|
|
2023
Q1 | $473K | Hold |
1,532
| – | – | 0.31% | 96 |
|
|
2022
Q4 | $473K | Hold |
1,532
| – | – | 0.28% | 103 |
|
|
2022
Q3 | $409K | Buy |
1,532
+50
| +3% | +$13.3K | 0.28% | 104 |
|
|
2022
Q2 | $405K | Hold |
1,482
| – | – | 0.26% | 113 |
|
|
2022
Q1 | $523K | Sell |
1,482
-18
| -1% | -$6.35K | 0.23% | 109 |
|
|
2021
Q4 | $449K | Hold |
1,500
| – | – | 0.2% | 119 |
|
|
2021
Q3 | $409K | Hold |
1,500
| – | – | 0.21% | 120 |
|
|
2021
Q2 | $417K | Hold |
1,500
| – | – | 0.21% | 124 |
|
|
2021
Q1 | $383K | Hold |
1,500
| – | – | 0.22% | 121 |
|
|
2020
Q4 | $348K | Buy |
1,500
+50
| +3% | +$11.6K | 0.21% | 113 |
|
|
2020
Q3 | $309K | Hold |
1,450
| – | – | 0.22% | 114 |
|
|
2020
Q2 | $259K | Sell |
1,450
-10
| -0.7% | -$1.79K | 0.2% | 103 |
|
|
2020
Q1 | $267K | Buy |
1,460
+65
| +5% | +$11.9K | 0.24% | 90 |
|
|
2019
Q4 | $316K | Sell |
1,395
-570
| -29% | -$129K | 0.23% | 85 |
|
|
2019
Q3 | $409K | Hold |
1,965
| – | – | 0.35% | 79 |
|
|
2019
Q2 | $419K | Buy |
+1,965
| New | +$419K | 0.42% | 58 |
|
|
2019
Q1 | – | Sell |
-1,965
| Closed | -$401K | – | 139 |
|
|
2018
Q4 | $401K | Buy |
+1,965
| New | +$401K | 0.48% | 54 |
|