Cadence Bank’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 | $4.37M | Buy |
9,002
+193
| +2% | +$93.8K | 0.29% | 76 |
|
|
2025
Q1 | $4.69M | Buy |
8,809
+45
| +0.5% | +$24K | 0.34% | 68 |
|
|
2024
Q4 | $3.97M | Sell |
8,764
-189
| -2% | -$85.7K | 0.27% | 78 |
|
|
2024
Q3 | $4.12M | Sell |
8,953
-263
| -3% | -$121K | 0.28% | 80 |
|
|
2024
Q2 | $3.75M | Buy |
9,216
+634
| +7% | +$258K | 0.28% | 74 |
|
|
2024
Q1 | $3.61M | Buy |
8,582
+581
| +7% | +$244K | 0.26% | 78 |
|
|
2023
Q4 | $2.85M | Sell |
8,001
-1,185
| -13% | -$423K | 0.23% | 83 |
|
|
2023
Q3 | $3.22M | Sell |
9,186
-25
| -0.3% | -$8.76K | 0.28% | 74 |
|
|
2023
Q2 | $3.14M | Sell |
9,211
-5
| -0.1% | -$1.71K | 0.27% | 81 |
|
|
2023
Q1 | $2.85M | Sell |
9,216
-35
| -0.4% | -$10.8K | 0.26% | 87 |
|
|
2022
Q4 | $2.86M | Sell |
9,251
-190
| -2% | -$58.7K | 0.26% | 84 |
|
|
2022
Q3 | $2.52M | Buy |
9,441
+1,864
| +25% | +$498K | 0.26% | 84 |
|
|
2022
Q2 | $2.07M | Sell |
7,577
-23
| -0.3% | -$6.28K | 0.3% | 57 |
|
|
2022
Q1 | $2.68M | Buy |
7,600
+2,556
| +51% | +$902K | 0.33% | 54 |
|
|
2021
Q4 | $1.51M | Hold |
5,044
| – | – | 0.19% | 72 |
|
|
2021
Q3 | $1.38M | Sell |
5,044
-30
| -0.6% | -$8.19K | 0.19% | 72 |
|
|
2021
Q2 | $1.41M | Buy |
5,074
+580
| +13% | +$161K | 0.2% | 74 |
|
|
2021
Q1 | $1.15M | Sell |
4,494
-206
| -4% | -$52.6K | 0.17% | 83 |
|
|
2020
Q4 | $1.09M | Buy |
4,700
+473
| +11% | +$110K | 0.17% | 92 |
|
|
2020
Q3 | $900K | Hold |
4,227
| – | – | 0.18% | 87 |
|
|
2020
Q2 | $754K | Sell |
4,227
-882
| -17% | -$157K | 0.16% | 97 |
|
|
2020
Q1 | $934K | Sell |
5,109
-2,150
| -30% | -$393K | 0.24% | 79 |
|
|
2019
Q4 | $1.64M | Hold |
7,259
| – | – | 0.3% | 70 |
|
|
2019
Q3 | $1.51M | Hold |
7,259
| – | – | 0.14% | 78 |
|
|
2019
Q2 | $1.55M | Buy |
7,259
+500
| +7% | +$107K | 0.15% | 78 |
|
|
2019
Q1 | $1.36M | Hold |
6,759
| – | – | 0.14% | 81 |
|
|
2018
Q4 | $1.38M | Buy |
6,759
+2,328
| +53% | +$475K | 0.16% | 85 |
|
|
2018
Q3 | $949K | Hold |
4,431
| – | – | 0.09% | 94 |
|
|
2018
Q2 | $827K | Sell |
4,431
-1,500
| -25% | -$280K | 0.08% | 107 |
|
|
2018
Q1 | $1.18M | Sell |
5,931
-300
| -5% | -$59.8K | 0.11% | 91 |
|
|
2017
Q4 | $1.24M | Buy |
+6,231
| New | +$1.24M | 0.12% | 90 |
|