Gallagher Fiduciary 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 | $1.46M | Buy |
3,013
+217
| +8% | +$105K | 0.06% | 56 |
|
|
2025
Q1 | $1.49M | Buy |
2,796
+46
| +2% | +$24.5K | 0.05% | 70 |
|
|
2024
Q4 | $1.25M | Buy |
2,750
+432
| +19% | +$196K | 0.24% | 51 |
|
|
2024
Q3 | $1.07M | Buy |
2,318
+500
| +28% | +$230K | 0.22% | 54 |
|
|
2024
Q2 | $740K | Buy |
1,818
+718
| +65% | +$292K | 0.17% | 70 |
|
|
2024
Q1 | $463K | Buy |
1,100
+273
| +33% | +$115K | 0.02% | 114 |
|
|
2023
Q4 | $295K | Hold |
827
| – | – | 0.01% | 148 |
|
|
2023
Q3 | $290K | Sell |
827
-101
| -11% | -$35.4K | 0.03% | 134 |
|
|
2023
Q2 | $316K | Buy |
928
+50
| +6% | +$17.1K | 0.02% | 152 |
|
|
2023
Q1 | $271K | Buy |
+878
| New | +$271K | 0.02% | 161 |
|