Fortis Group 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 | $649K | Sell |
1,360
-9,823
| -88% | -$4.69M | 0.12% | 146 |
|
|
2025
Q1 | $5.96M | Buy |
11,183
+9,586
| +600% | +$5.11M | 1.16% | 25 |
|
|
2024
Q4 | $724K | Buy |
1,597
+167
| +12% | +$75.7K | 0.13% | 115 |
|
|
2024
Q3 | $658K | Sell |
1,430
-5
| -0.3% | -$2.3K | 0.12% | 109 |
|
|
2024
Q2 | $584K | Buy |
1,435
+884
| +160% | +$360K | 0.12% | 110 |
|
|
2024
Q1 | $232K | Sell |
551
-551
| -50% | -$232K | 0.04% | 185 |
|
|
2023
Q4 | $393K | Buy |
1,102
+551
| +100% | +$197K | 0.1% | 85 |
|
|
2023
Q3 | $193K | Buy |
+551
| New | +$193K | 0.06% | 119 |
|
|
2020
Q3 | $585K | Buy |
+2,753
| New | +$585K | 0.11% | 92 |
|