Capital Advisory Group Advisory Services’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 | $4M | Buy |
8,230
+73
| +0.9% | +$35.5K | 1.44% | 15 |
|
|
2025
Q1 | $4.34M | Buy |
8,157
+244
| +3% | +$130K | 1.66% | 9 |
|
|
2024
Q4 | $3.59M | Buy |
7,913
+1,013
| +15% | +$459K | 1.29% | 17 |
|
|
2024
Q3 | $3.18M | Buy |
6,900
+349
| +5% | +$161K | 1.26% | 21 |
|
|
2024
Q2 | $2.66M | Buy |
6,551
+625
| +11% | +$254K | 1.14% | 24 |
|
|
2024
Q1 | $2.49M | Buy |
5,926
+376
| +7% | +$158K | 1.18% | 23 |
|
|
2023
Q4 | $1.98M | Sell |
5,550
-115
| -2% | -$41K | 1.06% | 29 |
|
|
2023
Q3 | $1.98M | Buy |
+5,665
| New | +$1.98M | 1.13% | 26 |
|
|
2023
Q2 | – | Sell |
-5,140
| Closed | -$1.59M | – | 93 |
|
|
2023
Q1 | $1.59M | Buy |
5,140
+141
| +3% | +$43.5K | 0.95% | 30 |
|
|
2022
Q4 | $1.54M | Sell |
4,999
-6
| -0.1% | -$1.85K | 1.05% | 28 |
|
|
2022
Q3 | $1.34M | Buy |
5,005
+431
| +9% | +$115K | 0.93% | 34 |
|
|
2022
Q2 | $1.43M | Sell |
4,574
-142
| -3% | -$44.4K | 0.85% | 36 |
|
|
2022
Q1 | $1.66M | Buy |
4,716
+204
| +5% | +$72K | 0.77% | 36 |
|
|
2021
Q4 | $1.35M | Sell |
4,512
-3,829
| -46% | -$1.14M | 0.59% | 48 |
|
|
2021
Q3 | $2.28M | Sell |
8,341
-640
| -7% | -$175K | 0.83% | 31 |
|
|
2021
Q2 | $2.5M | Buy |
8,981
+4,422
| +97% | +$1.23M | 0.91% | 28 |
|
|
2021
Q1 | $1.17M | Buy |
4,559
+544
| +14% | +$139K | 0.45% | 58 |
|
|
2020
Q4 | $931K | Buy |
4,015
+179
| +5% | +$41.5K | 0.39% | 64 |
|
|
2020
Q3 | $817K | Buy |
3,836
+287
| +8% | +$61.1K | 0.42% | 57 |
|
|
2020
Q2 | $634K | Buy |
3,549
+2,854
| +411% | +$510K | 0.35% | 64 |
|
|
2020
Q1 | $128K | Sell |
695
-524
| -43% | -$96.5K | 0.16% | 79 |
|
|
2019
Q4 | $277K | Buy |
1,219
+1,047
| +609% | +$238K | 0.15% | 84 |
|
|
2019
Q3 | $35K | Hold |
172
| – | – | 0.02% | 166 |
|
|
2019
Q2 | $36K | Buy |
172
+16
| +10% | +$3.35K | 0.02% | 175 |
|
|
2019
Q1 | $31K | Hold |
156
| – | – | 0.02% | 174 |
|
|
2018
Q4 | $32K | Buy |
156
+94
| +152% | +$19.3K | 0.02% | 167 |
|
|
2018
Q3 | $13K | Buy |
62
+47
| +313% | +$9.86K | 0.01% | 229 |
|
|
2018
Q2 | $3K | Hold |
15
| – | – | ﹤0.01% | 297 |
|
|
2018
Q1 | $3K | Buy |
+15
| New | +$3K | ﹤0.01% | 295 |
|