IFS
Intelligent Financial Strategies’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89.9M | Buy |
185,088
+4,297
| +2% | +$2.09M | 47.71% | 1 |
|
|
2025
Q1 | $96.3M | Buy |
180,791
+607
| +0.3% | +$323K | 50.23% | 1 |
|
|
2024
Q4 | $81.7M | Sell |
180,184
-1,194
| -0.7% | -$541K | 45.23% | 1 |
|
|
2024
Q3 | $83.5M | Buy |
181,378
+4,246
| +2% | +$1.95M | 45.97% | 1 |
|
|
2024
Q2 | $72.1M | Buy |
177,132
+10,701
| +6% | +$4.35M | 44.35% | 1 |
|
|
2024
Q1 | $70M | Buy |
166,431
+10,034
| +6% | +$4.22M | 43.41% | 1 |
|
|
2023
Q4 | $55.8M | Buy |
156,397
+860
| +0.6% | +$307K | 39.02% | 1 |
|
|
2023
Q3 | $54.5M | Buy |
155,537
+1,327
| +0.9% | +$465K | 40.39% | 1 |
|
|
2023
Q2 | $52.6M | Buy |
154,210
+12,830
| +9% | +$4.38M | 38.36% | 1 |
|
|
2023
Q1 | $43.7M | Buy |
141,380
+30,294
| +27% | +$9.35M | 34.22% | 1 |
|
|
2022
Q4 | $34.3M | Buy |
111,086
+19,894
| +22% | +$6.15M | 28.89% | 1 |
|
|
2022
Q3 | $24.4M | Sell |
91,192
-564
| -0.6% | -$151K | 25.53% | 1 |
|
|
2022
Q2 | $25.1M | Buy |
91,756
+674
| +0.7% | +$184K | 25.45% | 1 |
|
|
2022
Q1 | $32.1M | Sell |
91,082
-5,829
| -6% | -$2.06M | 31.33% | 1 |
|
|
2021
Q4 | $29M | Buy |
+96,911
| New | +$29M | 26.06% | 1 |
|