Cardinal Point Capital 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 | $5.31M | Buy |
25,569
+14,614
| +133% | +$3.03M | 0.42% | 54 |
|
|
2025
Q1 | $13.4M | Sell |
10,955
-2,391
| -18% | -$2.93M | 1.23% | 23 |
|
|
2024
Q4 | $6.05M | Sell |
13,346
-210
| -2% | -$95.2K | 0.96% | 18 |
|
|
2024
Q3 | $6.24M | Buy |
13,556
+1,234
| +10% | +$568K | 1.04% | 17 |
|
|
2024
Q2 | $5.01M | Buy |
12,322
+606
| +5% | +$247K | 0.87% | 17 |
|
|
2024
Q1 | $4.93M | Buy |
11,716
+1,150
| +11% | +$484K | 0.94% | 15 |
|
|
2023
Q4 | $3.77M | Buy |
10,566
+315
| +3% | +$112K | 0.91% | 15 |
|
|
2023
Q3 | $3.59M | Buy |
10,251
+15
| +0.1% | +$5.25K | 0.94% | 13 |
|
|
2023
Q2 | $3.45M | Buy |
10,236
+495
| +5% | +$167K | 1.04% | 13 |
|
|
2023
Q1 | $3.01M | Hold |
9,741
| – | – | 0.91% | 14 |
|
|
2022
Q4 | $3.01M | Buy |
+9,741
| New | +$3.01M | 1.04% | 13 |
|