Caldwell Trust’s Berkshire Hathaway Class B BRK.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5M | Sell |
21,614
-688
|
|
||||
|
2025
Q1 | $11.9M | Sell |
22,302
-1,246
|
|
||||
|
2024
Q4 | $10.7M | Sell |
23,548
-302
|
|
||||
|
2024
Q3 | $11M | Sell |
23,850
-1,473
|
|
||||
|
2024
Q2 | $10.3M | Buy |
25,323
+999
|
|
||||
|
2024
Q1 | $10.2M | Sell |
24,324
-441
|
|
||||
|
2023
Q4 | $8.83M | Sell |
24,765
-236
|
|
||||
|
2023
Q3 | $8.76M | Sell |
25,001
-221
|
|
||||
|
2023
Q2 | $8.6M | Sell |
25,222
-332
|
|
||||
|
2023
Q1 | $7.89M | Sell |
25,554
-43
|
|
||||
|
2022
Q4 | $7.91M | Sell |
25,597
-225
|
|
||||
|
2022
Q3 | $6.89M | Buy |
25,822
+1,083
|
|
||||
|
2022
Q2 | $6.75M | Sell |
24,739
-505
|
|
||||
|
2022
Q1 | $8.91M | Sell |
25,244
-784
|
|
||||
|
2021
Q4 | $7.78M | Sell |
26,028
-340
|
|
||||
|
2021
Q3 | $7.2M | Sell |
26,368
-332
|
|
||||
|
2021
Q2 | $7.42M | Sell |
26,700
-2,000
|
|
||||
|
2021
Q1 | $7.33M | Sell |
28,700
-126
|
|
||||
|
2020
Q4 | $6.68M | Sell |
28,826
-12
|
|
||||
|
2020
Q3 | $6.14M | Sell |
28,838
-2,972
|
|
||||
|
2020
Q2 | $5.68M | Sell |
31,810
-211
|
|
||||
|
2020
Q1 | $5.85M | Sell |
32,021
-827
|
|
||||
|
2019
Q4 | $7.44M | Buy |
+32,848
|
|