Fortis Capital 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 | $932K | Buy |
1,918
+286
| +18% | +$139K | 0.17% | 98 |
|
|
2025
Q1 | $869K | Buy |
1,632
+421
| +35% | +$224K | 0.18% | 100 |
|
|
2024
Q4 | $576K | Sell |
1,211
-111
| -8% | -$52.8K | 0.2% | 101 |
|
|
2024
Q3 | $608K | Buy |
1,322
+237
| +22% | +$109K | 0.2% | 92 |
|
|
2024
Q2 | $441K | Buy |
1,085
+11
| +1% | +$4.48K | 0.16% | 110 |
|
|
2024
Q1 | $452K | Buy |
1,074
+108
| +11% | +$45.4K | 0.19% | 95 |
|
|
2023
Q4 | $345K | Hold |
966
| – | – | 0.18% | 79 |
|
|
2023
Q3 | $338K | Hold |
966
| – | – | 0.22% | 67 |
|
|
2023
Q2 | $329K | Hold |
966
| – | – | 0.19% | 72 |
|
|
2023
Q1 | $298K | Sell |
966
-30
| -3% | -$9.26K | 0.16% | 83 |
|
|
2022
Q4 | $308K | Buy |
+996
| New | +$308K | 0.18% | 74 |
|