CAL
Capital Advisors Ltd’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 | $1.14M | Buy |
2,343
+146
| +7% | +$70.9K | 0.14% | 95 |
|
|
2025
Q1 | $1.17M | Buy |
2,197
+64
| +3% | +$34.1K | 0.15% | 87 |
|
|
2024
Q4 | $967K | Sell |
2,133
-40
| -2% | -$18.1K | 0.12% | 102 |
|
|
2024
Q3 | $1M | Buy |
2,173
+8
| +0.4% | +$3.68K | 0.12% | 105 |
|
|
2024
Q2 | $881K | Buy |
2,165
+78
| +4% | +$31.7K | 0.11% | 107 |
|
|
2024
Q1 | $878K | Buy |
2,087
+30
| +1% | +$12.6K | 0.11% | 110 |
|
|
2023
Q4 | $734K | Sell |
2,057
-140
| -6% | -$50K | 0.1% | 114 |
|
|
2023
Q3 | $770K | Hold |
2,197
| – | – | 0.12% | 106 |
|
|
2023
Q2 | $749K | Buy |
2,197
+470
| +27% | +$160K | 0.11% | 110 |
|
|
2023
Q1 | $533K | Sell |
1,727
-503
| -23% | -$155K | 0.09% | 128 |
|
|
2022
Q4 | $520K | Buy |
2,230
+160
| +8% | +$37.3K | 0.09% | 129 |
|
|
2022
Q3 | $553K | Hold |
2,070
| – | – | 0.11% | 117 |
|
|
2022
Q2 | $565K | Sell |
2,070
-168
| -8% | -$45.9K | 0.11% | 115 |
|
|
2022
Q1 | $790K | Buy |
2,238
+34
| +2% | +$12K | 0.13% | 92 |
|
|
2021
Q4 | $659K | Buy |
2,204
+105
| +5% | +$31.4K | 0.11% | 106 |
|
|
2021
Q3 | $573K | Hold |
2,099
| – | – | 0.1% | 103 |
|
|
2021
Q2 | $583K | Buy |
2,099
+650
| +45% | +$181K | 0.1% | 99 |
|
|
2021
Q1 | $370K | Hold |
1,449
| – | – | 0.07% | 125 |
|
|
2020
Q4 | $336K | Hold |
1,449
| – | – | 0.07% | 123 |
|
|
2020
Q3 | $309K | Sell |
1,449
-4,952
| -77% | -$1.06M | 0.08% | 120 |
|
|
2020
Q2 | $1.14M | Hold |
6,401
| – | – | 0.3% | 61 |
|
|
2020
Q1 | $1.17M | Buy |
6,401
+69
| +1% | +$12.6K | 0.37% | 49 |
|
|
2019
Q4 | $1.43M | Hold |
6,332
| – | – | 0.37% | 49 |
|
|
2019
Q3 | $1.32M | Buy |
6,332
+5,952
| +1,566% | +$1.24M | 0.36% | 55 |
|
|
2019
Q2 | $81K | Hold |
380
| – | – | 0.02% | 230 |
|
|
2019
Q1 | $76K | Hold |
380
| – | – | 0.02% | 246 |
|
|
2018
Q4 | $78K | Hold |
380
| – | – | 0.02% | 232 |
|
|
2018
Q3 | $81K | Hold |
380
| – | – | 0.02% | 251 |
|
|
2018
Q2 | $71K | Hold |
380
| – | – | 0.02% | 209 |
|
|
2018
Q1 | $76K | Hold |
380
| – | – | 0.02% | 197 |
|
|
2017
Q4 | $75K | Hold |
380
| – | – | 0.02% | 194 |
|
|
2017
Q3 | $70K | Hold |
380
| – | – | 0.02% | 190 |
|
|
2017
Q2 | $64K | Hold |
380
| – | – | 0.02% | 194 |
|
|
2017
Q1 | $63K | Hold |
380
| – | – | 0.02% | 179 |
|
|
2016
Q4 | $62K | Buy |
380
+330
| +660% | +$53.8K | 0.03% | 177 |
|
|
2016
Q3 | $7K | Hold |
50
| – | – | ﹤0.01% | 312 |
|
|
2016
Q2 | $7K | Hold |
50
| – | – | ﹤0.01% | 293 |
|
|
2016
Q1 | $7K | Hold |
50
| – | – | ﹤0.01% | 284 |
|
|
2015
Q4 | $7K | Hold |
50
| – | – | ﹤0.01% | 281 |
|
|
2015
Q3 | $7K | Hold |
50
| – | – | ﹤0.01% | 274 |
|
|
2015
Q2 | $7K | Hold |
50
| – | – | ﹤0.01% | 297 |
|
|
2015
Q1 | $7K | Hold |
50
| – | – | ﹤0.01% | 283 |
|
|
2014
Q4 | $8K | Hold |
50
| – | – | ﹤0.01% | 263 |
|
|
2014
Q3 | $6K | Buy |
+50
| New | +$6K | ﹤0.01% | 275 |
|