CFA
Cahill Financial Advisors’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 | $17.6M | Sell |
36,178
-298
| -0.8% | -$145K | 2.18% | 13 |
|
|
2025
Q1 | $19.4M | Sell |
36,476
-204
| -0.6% | -$109K | 2.64% | 10 |
|
|
2024
Q4 | $16.6M | Sell |
36,680
-4,721
| -11% | -$2.14M | 2.25% | 14 |
|
|
2024
Q3 | $19.1M | Buy |
41,401
+776
| +2% | +$357K | 2.61% | 11 |
|
|
2024
Q2 | $16.5M | Buy |
40,625
+659
| +2% | +$268K | 2.26% | 13 |
|
|
2024
Q1 | $16.8M | Buy |
39,966
+948
| +2% | +$399K | 2.29% | 13 |
|
|
2023
Q4 | $13.9M | Buy |
39,018
+2,376
| +6% | +$847K | 2.06% | 14 |
|
|
2023
Q3 | $12.8M | Sell |
36,642
-2
| -0% | -$701 | 2.13% | 14 |
|
|
2023
Q2 | $12.5M | Buy |
36,644
+38
| +0.1% | +$13K | 2.02% | 16 |
|
|
2023
Q1 | $11.3M | Buy |
36,606
+104
| +0.3% | +$32.1K | 2.01% | 15 |
|
|
2022
Q4 | $11.3M | Buy |
36,502
+1,333
| +4% | +$412K | 2.17% | 13 |
|
|
2022
Q3 | $9.39M | Buy |
35,169
+198
| +0.6% | +$52.9K | 1.98% | 12 |
|
|
2022
Q2 | $9.55M | Buy |
34,971
+554
| +2% | +$151K | 2.03% | 13 |
|
|
2022
Q1 | $12.1M | Buy |
34,417
+354
| +1% | +$125K | 2.28% | 11 |
|
|
2021
Q4 | $10.2M | Buy |
34,063
+699
| +2% | +$209K | 1.97% | 13 |
|
|
2021
Q3 | $9.11M | Buy |
33,364
+713
| +2% | +$195K | 1.87% | 12 |
|
|
2021
Q2 | $9.07M | Buy |
32,651
+255
| +0.8% | +$70.9K | 2.04% | 13 |
|
|
2021
Q1 | $8.28M | Sell |
32,396
-3,113
| -9% | -$795K | 2.02% | 13 |
|
|
2020
Q4 | $8.23M | Buy |
35,509
+1,102
| +3% | +$256K | 2.08% | 13 |
|
|
2020
Q3 | $7.33M | Buy |
34,407
+813
| +2% | +$173K | 2.64% | 8 |
|
|
2020
Q2 | $6M | Buy |
33,594
+1,934
| +6% | +$345K | 2.32% | 8 |
|
|
2020
Q1 | $5.79M | Buy |
31,660
+2,881
| +10% | +$527K | 2.69% | 5 |
|
|
2019
Q4 | $6.52M | Sell |
28,779
-915
| -3% | -$207K | 2.37% | 7 |
|
|
2019
Q3 | $6.18M | Buy |
29,694
+1,135
| +4% | +$236K | 2.4% | 7 |
|
|
2019
Q2 | $6.09M | Sell |
28,559
-45
| -0.2% | -$9.59K | 2.41% | 6 |
|
|
2019
Q1 | $5.75M | Buy |
28,604
+30
| +0.1% | +$6.03K | 2.39% | 7 |
|
|
2018
Q4 | $5.84M | Buy |
28,574
+143
| +0.5% | +$29.2K | 2.92% | 4 |
|
|
2018
Q3 | $6.09M | Buy |
28,431
+2,144
| +8% | +$459K | 2.69% | 6 |
|
|
2018
Q2 | $4.91M | Buy |
26,287
+1,221
| +5% | +$228K | 2.26% | 8 |
|
|
2018
Q1 | $5M | Sell |
25,066
-365
| -1% | -$72.8K | 2.39% | 7 |
|
|
2017
Q4 | $5.04M | Buy |
25,431
+113
| +0.4% | +$22.4K | 2.53% | 6 |
|
|
2017
Q3 | $4.64M | Sell |
25,318
-83
| -0.3% | -$15.2K | 2.45% | 7 |
|
|
2017
Q2 | $4.3M | Buy |
25,401
+1,957
| +8% | +$332K | 2.38% | 6 |
|
|
2017
Q1 | $3.91M | Sell |
23,444
-274
| -1% | -$45.7K | 2.26% | 9 |
|
|
2016
Q4 | $3.87M | Buy |
23,718
+152
| +0.6% | +$24.8K | 2.35% | 8 |
|
|
2016
Q3 | $3.41M | Buy |
23,566
+466
| +2% | +$67.3K | 2.21% | 9 |
|
|
2016
Q2 | $3.35M | Sell |
23,100
-530
| -2% | -$76.7K | 2.33% | 9 |
|
|
2016
Q1 | $3.35M | Sell |
23,630
-904
| -4% | -$128K | 2.51% | 9 |
|
|
2015
Q4 | $3.24M | Sell |
24,534
-687
| -3% | -$90.7K | 2.65% | 9 |
|
|
2015
Q3 | $3.29M | Sell |
25,221
-378
| -1% | -$49.3K | 2.67% | 8 |
|
|
2015
Q2 | $3.49M | Buy |
25,599
+218
| +0.9% | +$29.7K | 2.61% | 10 |
|
|
2015
Q1 | $3.66M | Buy |
25,381
+718
| +3% | +$104K | 2.79% | 7 |
|
|
2014
Q4 | $3.7M | Sell |
24,663
-275
| -1% | -$41.3K | 2.86% | 5 |
|
|
2014
Q3 | $3.45M | Buy |
24,938
+93
| +0.4% | +$12.8K | 2.75% | 5 |
|
|
2014
Q2 | $3.15M | Buy |
24,845
+348
| +1% | +$44.1K | 2.46% | 9 |
|
|
2014
Q1 | $3.06M | Buy |
24,497
+20
| +0.1% | +$2.5K | 2.62% | 9 |
|
|
2013
Q4 | $2.9M | Buy |
+24,477
| New | +$2.9M | 2.51% | 8 |
|