Capital Advisors Wealth Management’s Berkshire Hathaway Class B BRK.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $8.16M | Sell |
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|
2025
Q3 | $8.63M | Buy |
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|
2025
Q2 | $7.73M | Buy |
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|
2025
Q1 | $7.09M | Sell |
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|
2024
Q4 | $6.19M | Buy |
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|
2024
Q3 | $6.23M | Buy |
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|
2024
Q2 | $5.4M | Buy |
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|
2024
Q1 | $5.34M | Buy |
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|
2023
Q4 | $4.39M | Buy |
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|
2023
Q3 | $4.2M | Buy |
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|
2023
Q2 | $4.04M | Buy |
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|
2023
Q1 | $3.58M | Buy |
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|
2022
Q4 | $3.35M | Buy |
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|
2022
Q3 | $2.82M | Buy |
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|
2022
Q2 | $2.74M | Buy |
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|
2022
Q1 | $3.1M | Buy |
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|
2021
Q4 | $2.51M | Buy |
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|
2021
Q3 | $2.16M | Buy |
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|
2021
Q2 | $2.01M | Buy |
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|
2021
Q1 | $1.46M | Buy |
|