Capital Advisors 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
Q2 | $7.73M | Buy |
15,908
+2,591
| +19% | +$1.26M | 1.21% | 20 |
|
|
2025
Q1 | $7.09M | Sell |
13,317
-335
| -2% | -$178K | 1.25% | 21 |
|
|
2024
Q4 | $6.19M | Buy |
13,652
+108
| +0.8% | +$49K | 1.1% | 24 |
|
|
2024
Q3 | $6.23M | Buy |
13,544
+262
| +2% | +$121K | 1.15% | 24 |
|
|
2024
Q2 | $5.4M | Buy |
13,282
+583
| +5% | +$237K | 1.07% | 26 |
|
|
2024
Q1 | $5.34M | Buy |
12,699
+394
| +3% | +$166K | 1.11% | 26 |
|
|
2023
Q4 | $4.39M | Buy |
12,305
+306
| +3% | +$109K | 1% | 25 |
|
|
2023
Q3 | $4.2M | Buy |
11,999
+154
| +1% | +$53.9K | 1.1% | 25 |
|
|
2023
Q2 | $4.04M | Buy |
11,845
+239
| +2% | +$81.5K | 1.03% | 24 |
|
|
2023
Q1 | $3.58M | Buy |
11,606
+748
| +7% | +$231K | 0.99% | 28 |
|
|
2022
Q4 | $3.35M | Buy |
10,858
+302
| +3% | +$93.3K | 1.02% | 24 |
|
|
2022
Q3 | $2.82M | Buy |
10,556
+513
| +5% | +$137K | 0.94% | 26 |
|
|
2022
Q2 | $2.74M | Buy |
10,043
+1,273
| +15% | +$348K | 0.89% | 27 |
|
|
2022
Q1 | $3.1M | Buy |
8,770
+376
| +4% | +$133K | 0.95% | 31 |
|
|
2021
Q4 | $2.51M | Buy |
8,394
+470
| +6% | +$141K | 0.76% | 30 |
|
|
2021
Q3 | $2.16M | Buy |
7,924
+693
| +10% | +$189K | 0.77% | 30 |
|
|
2021
Q2 | $2.01M | Buy |
7,231
+1,521
| +27% | +$423K | 0.74% | 32 |
|
|
2021
Q1 | $1.46M | Buy |
+5,710
| New | +$1.46M | 0.63% | 35 |
|