Cannon Financial Strategists’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 | $1.93M | Hold |
3,964
| – | – | 0.3% | 29 |
|
|
2025
Q1 | $2.11M | Hold |
3,964
| – | – | 0.36% | 23 |
|
|
2024
Q4 | $1.8M | Buy |
3,964
+10
| +0.3% | +$4.53K | 0.31% | 29 |
|
|
2024
Q3 | $1.82M | Sell |
3,954
-54
| -1% | -$24.9K | 0.32% | 27 |
|
|
2024
Q2 | $1.63M | Hold |
4,008
| – | – | 0.31% | 25 |
|
|
2024
Q1 | $1.69M | Hold |
4,008
| – | – | 0.33% | 24 |
|
|
2023
Q4 | $1.43M | Hold |
4,008
| – | – | 0.31% | 26 |
|
|
2023
Q3 | $1.4M | Buy |
4,008
+54
| +1% | +$18.9K | 0.36% | 23 |
|
|
2023
Q2 | $1.35M | Hold |
3,954
| – | – | 0.37% | 25 |
|
|
2023
Q1 | $1.22M | Hold |
3,954
| – | – | 0.41% | 25 |
|
|
2022
Q4 | $1.22M | Sell |
3,954
-1,011
| -20% | -$312K | 0.45% | 23 |
|
|
2022
Q3 | $1.33M | Buy |
4,965
+80
| +2% | +$21.4K | 0.52% | 22 |
|
|
2022
Q2 | $1.33M | Sell |
4,885
-287
| -6% | -$78.4K | 0.52% | 22 |
|
|
2022
Q1 | $1.83M | Buy |
5,172
+400
| +8% | +$141K | 0.66% | 17 |
|
|
2021
Q4 | $1.43M | Buy |
4,772
+45
| +1% | +$13.5K | 0.51% | 21 |
|
|
2021
Q3 | $1.29M | Buy |
4,727
+2,825
| +149% | +$771K | 0.5% | 23 |
|
|
2021
Q2 | $529K | Buy |
1,902
+545
| +40% | +$151K | 0.21% | 37 |
|
|
2021
Q1 | $347K | Buy |
1,357
+23
| +2% | +$5.88K | 0.15% | 44 |
|
|
2020
Q4 | $309K | Hold |
1,334
| – | – | 0.15% | 46 |
|
|
2020
Q3 | $284K | Hold |
1,334
| – | – | 0.16% | 46 |
|
|
2020
Q2 | $238K | Buy |
+1,334
| New | +$238K | 0.14% | 49 |
|