Fortis Capital Management’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 | $6.36M | Buy |
13,090
+1,174
| +10% | +$570K | 0.99% | 32 |
|
|
2025
Q1 | $6.35M | Buy |
11,916
+397
| +3% | +$211K | 1.23% | 19 |
|
|
2024
Q4 | $5.22M | Buy |
11,519
+5,365
| +87% | +$2.43M | 0.97% | 28 |
|
|
2024
Q3 | $2.83M | Buy |
6,154
+281
| +5% | +$129K | 0.57% | 51 |
|
|
2024
Q2 | $2.39M | Buy |
5,873
+967
| +20% | +$393K | 0.51% | 49 |
|
|
2024
Q1 | $2.06M | Buy |
4,906
+236
| +5% | +$99.2K | 0.54% | 36 |
|
|
2023
Q4 | $1.67M | Buy |
4,670
+717
| +18% | +$256K | 0.43% | 52 |
|
|
2023
Q3 | $1.38M | Buy |
3,953
+325
| +9% | +$114K | 0.43% | 48 |
|
|
2023
Q2 | $1.24M | Buy |
3,628
+36
| +1% | +$12.3K | 0.44% | 39 |
|
|
2023
Q1 | $1.11M | Buy |
3,592
+100
| +3% | +$30.9K | 0.45% | 38 |
|
|
2022
Q4 | $1.08M | Buy |
3,492
+88
| +3% | +$27.2K | 0.8% | 26 |
|
|
2022
Q3 | $909K | Sell |
3,404
-5
| -0.1% | -$1.34K | 0.78% | 35 |
|
|
2022
Q2 | $931K | Sell |
3,409
-104
| -3% | -$28.4K | 0.91% | 30 |
|
|
2022
Q1 | $1.24M | Buy |
3,513
+163
| +5% | +$57.5K | 0.63% | 40 |
|
|
2021
Q4 | $1M | Buy |
3,350
+124
| +4% | +$37.1K | 0.52% | 43 |
|
|
2021
Q3 | $881K | Buy |
3,226
+583
| +22% | +$159K | 0.47% | 73 |
|
|
2021
Q2 | $735K | Buy |
2,643
+699
| +36% | +$194K | 0.37% | 75 |
|
|
2021
Q1 | $497K | Buy |
1,944
+549
| +39% | +$140K | 0.29% | 78 |
|
|
2020
Q4 | $323K | Buy |
1,395
+253
| +22% | +$58.6K | 0.25% | 64 |
|
|
2020
Q3 | $243K | Sell |
1,142
-61
| -5% | -$13K | 0.19% | 75 |
|
|
2020
Q2 | $215K | Buy |
1,203
+88
| +8% | +$15.7K | 0.24% | 60 |
|
|
2020
Q1 | $204K | Sell |
1,115
-9,397
| -89% | -$1.72M | 0.61% | 35 |
|
|
2019
Q4 | $2.38M | Buy |
+10,512
| New | +$2.38M | 2.1% | 5 |
|