Cahill Wealth Management’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
Q1 | $1.96M | Hold |
3,672
| – | – | 1% | 18 |
|
|
2024
Q4 | $1.66M | Buy |
3,672
+750
| +26% | +$340K | 0.85% | 19 |
|
|
2024
Q3 | $1.34M | Buy |
2,922
+1,635
| +127% | +$753K | 0.69% | 22 |
|
|
2024
Q2 | $496K | Sell |
1,287
-110
| -8% | -$42.4K | 0.3% | 34 |
|
|
2024
Q1 | $868K | Buy |
1,397
+730
| +109% | +$454K | 0.51% | 28 |
|
|
2023
Q4 | $238K | Hold |
667
| – | – | 0.16% | 42 |
|
|
2023
Q3 | $234K | Hold |
667
| – | – | 0.18% | 40 |
|
|
2023
Q2 | $227K | Hold |
667
| – | – | 0.16% | 44 |
|
|
2023
Q1 | $206K | Hold |
667
| – | – | 0.15% | 46 |
|
|
2022
Q4 | $209K | Buy |
+667
| New | +$209K | 0.15% | 46 |
|
|
2022
Q2 | – | Sell |
-667
| Closed | -$235K | – | 42 |
|
|
2022
Q1 | $235K | Buy |
+667
| New | +$235K | 0.17% | 36 |
|