Fortis Advisors’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 | $416K | Hold |
856
| – | – | 0.27% | 69 |
|
|
2025
Q1 | $456K | Buy |
856
+12
| +1% | +$6.39K | 0.3% | 65 |
|
|
2024
Q4 | $383K | Sell |
844
-2
| -0.2% | -$907 | 0.25% | 74 |
|
|
2024
Q3 | $389K | Buy |
846
+2
| +0.2% | +$921 | 0.25% | 68 |
|
|
2024
Q2 | $343K | Hold |
844
| – | – | 0.24% | 69 |
|
|
2024
Q1 | $355K | Buy |
844
+2
| +0.2% | +$841 | 0.24% | 68 |
|
|
2023
Q4 | $300K | Buy |
842
+150
| +22% | +$53.5K | 0.21% | 74 |
|
|
2023
Q3 | $242K | Hold |
692
| – | – | 0.18% | 81 |
|
|
2023
Q2 | $236K | Sell |
692
-41
| -6% | -$14K | 0.17% | 77 |
|
|
2023
Q1 | $226K | Sell |
733
-398
| -35% | -$123K | 0.15% | 82 |
|
|
2022
Q4 | $349K | Hold |
1,131
| – | – | 0.27% | 61 |
|
|
2022
Q3 | $302K | Sell |
1,131
-47
| -4% | -$12.6K | 0.22% | 74 |
|
|
2022
Q2 | $322K | Buy |
1,178
+27
| +2% | +$7.38K | 0.21% | 71 |
|
|
2022
Q1 | $406K | Hold |
1,151
| – | – | 0.22% | 62 |
|
|
2021
Q4 | $344K | Buy |
1,151
+423
| +58% | +$126K | 0.2% | 73 |
|
|
2021
Q3 | $199K | Buy |
728
+54
| +8% | +$14.8K | 0.12% | 93 |
|
|
2021
Q2 | $187K | Hold |
674
| – | – | 0.11% | 100 |
|
|
2021
Q1 | $172K | Hold |
674
| – | – | 0.12% | 79 |
|
|
2020
Q4 | $156K | Buy |
674
+74
| +12% | +$17.1K | 0.14% | 62 |
|
|
2020
Q3 | $128K | Sell |
600
-10
| -2% | -$2.13K | 0.12% | 63 |
|
|
2020
Q2 | $109K | Hold |
610
| – | – | 0.11% | 79 |
|
|
2020
Q1 | $112K | Buy |
610
+200
| +49% | +$36.7K | 0.08% | 136 |
|
|
2019
Q4 | $93K | Hold |
410
| – | – | 0.06% | 181 |
|
|
2019
Q3 | $85K | Hold |
410
| – | – | 0.04% | 190 |
|
|
2019
Q2 | $87K | Hold |
410
| – | – | 0.04% | 191 |
|
|
2019
Q1 | $82K | Buy |
410
+400
| +4,000% | +$80K | 0.04% | 188 |
|
|
2018
Q4 | $2K | Hold |
10
| – | – | ﹤0.01% | 295 |
|
|
2018
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 290 |
|
|
2018
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 300 |
|
|
2018
Q1 | $2K | Hold |
10
| – | – | ﹤0.01% | 293 |
|
|
2017
Q4 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 276 |
|