IFS
Intelligent Financial Strategies’s Berkshire Hathaway Class A BRK.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.1M | Hold |
7
| – | – | 2.71% | 5 |
|
|
2025
Q1 | $5.59M | Buy |
7
+2
| +40% | +$1.6M | 2.92% | 4 |
|
|
2024
Q4 | $3.4M | Hold |
5
| – | – | 1.89% | 9 |
|
|
2024
Q3 | $3.46M | Buy |
5
+3
| +150% | +$2.07M | 1.9% | 9 |
|
|
2024
Q2 | $1.22M | Hold |
2
| – | – | 0.75% | 16 |
|
|
2024
Q1 | $1.27M | Hold |
2
| – | – | 0.79% | 16 |
|
|
2023
Q4 | $1.09M | Hold |
2
| – | – | 0.76% | 19 |
|
|
2023
Q3 | $1.06M | Hold |
2
| – | – | 0.79% | 18 |
|
|
2023
Q2 | $1.04M | Sell |
2
-1
| -33% | -$518K | 0.76% | 19 |
|
|
2023
Q1 | $1.4M | Hold |
3
| – | – | 1.1% | 18 |
|
|
2022
Q4 | $1.41M | Hold |
3
| – | – | 1.18% | 17 |
|
|
2022
Q3 | $1.22M | Hold |
3
| – | – | 1.28% | 19 |
|
|
2022
Q2 | $1.23M | Hold |
3
| – | – | 1.25% | 19 |
|
|
2022
Q1 | $1.59M | Hold |
3
| – | – | 1.55% | 15 |
|
|
2021
Q4 | $1.35M | Buy |
+3
| New | +$1.35M | 1.22% | 20 |
|