Caerus Investment 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 | $653K | Hold |
1,344
| – | – | 0.62% | 20 |
|
|
2025
Q1 | $716K | Sell |
1,344
-447
| -25% | -$238K | 0.69% | 18 |
|
|
2024
Q4 | $812K | Hold |
1,791
| – | – | 0.76% | 18 |
|
|
2024
Q3 | $824K | Hold |
1,791
| – | – | 0.78% | 18 |
|
|
2024
Q2 | $729K | Hold |
1,791
| – | – | 0.71% | 19 |
|
|
2024
Q1 | $753K | Hold |
1,791
| – | – | 0.73% | 18 |
|
|
2023
Q4 | $639K | Hold |
1,791
| – | – | 0.61% | 18 |
|
|
2023
Q3 | $627K | Hold |
1,791
| – | – | 0.65% | 15 |
|
|
2023
Q2 | $611K | Hold |
1,791
| – | – | 0.69% | 16 |
|
|
2023
Q1 | $553K | Hold |
1,791
| – | – | 0.64% | 24 |
|
|
2022
Q4 | $553K | Hold |
1,791
| – | – | 0.84% | 16 |
|
|
2022
Q3 | $478K | Hold |
1,791
| – | – | 0.6% | 24 |
|
|
2022
Q2 | $489K | Hold |
1,791
| – | – | 0.59% | 27 |
|
|
2022
Q1 | $561K | Buy |
1,791
+663
| +59% | +$208K | 0.68% | 24 |
|
|
2021
Q4 | $337K | Buy |
+1,128
| New | +$337K | 0.37% | 41 |
|