Cardinal Strategic Wealth Guidance’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 | $1.19M | Sell |
2,446
-42
| -2% | -$20.4K | 0.34% | 24 |
|
|
2025
Q1 | $1.33M | Sell |
2,488
-828
| -25% | -$441K | 0.42% | 21 |
|
|
2024
Q4 | $1.5M | Buy |
3,316
+658
| +25% | +$298K | 0.48% | 22 |
|
|
2024
Q3 | $1.22M | Sell |
2,658
-31
| -1% | -$14.3K | 0.4% | 22 |
|
|
2024
Q2 | $1.09M | Sell |
2,689
-108
| -4% | -$43.9K | 0.39% | 23 |
|
|
2024
Q1 | $1.18M | Sell |
2,797
-397
| -12% | -$167K | 0.44% | 20 |
|
|
2023
Q4 | $1.14M | Sell |
3,194
-467
| -13% | -$167K | 0.45% | 21 |
|
|
2023
Q3 | $1.28M | Buy |
3,661
+402
| +12% | +$141K | 0.59% | 18 |
|
|
2023
Q2 | $1.11M | Sell |
3,259
-139
| -4% | -$47.3K | 0.49% | 19 |
|
|
2023
Q1 | $1.05M | Sell |
3,398
-165
| -5% | -$50.9K | 0.49% | 22 |
|
|
2022
Q4 | $1.1M | Sell |
3,563
-332
| -9% | -$103K | 0.53% | 30 |
|
|
2022
Q3 | $1.04M | Sell |
3,895
-274
| -7% | -$73.2K | 0.55% | 22 |
|
|
2022
Q2 | $1.14M | Sell |
4,169
-236
| -5% | -$64.4K | 0.58% | 23 |
|
|
2022
Q1 | $1.56M | Sell |
4,405
-65
| -1% | -$23K | 0.71% | 19 |
|
|
2021
Q4 | $1.34M | Sell |
4,470
-15
| -0.3% | -$4.49K | 0.62% | 24 |
|
|
2021
Q3 | $1.22M | Sell |
4,485
-130
| -3% | -$35.5K | 0.64% | 24 |
|
|
2021
Q2 | $1.28M | Sell |
4,615
-5
| -0.1% | -$1.39K | 0.67% | 23 |
|
|
2021
Q1 | $1.18M | Sell |
4,620
-134
| -3% | -$34.3K | 0.69% | 22 |
|
|
2020
Q4 | $1.1M | Sell |
4,754
-660
| -12% | -$153K | 0.65% | 16 |
|
|
2020
Q3 | $1.15M | Sell |
5,414
-397
| -7% | -$84.5K | 0.81% | 16 |
|
|
2020
Q2 | $1.04M | Sell |
5,811
-755
| -11% | -$135K | 0.77% | 17 |
|
|
2020
Q1 | $1.2M | Sell |
6,566
-766
| -10% | -$140K | 1.1% | 11 |
|
|
2019
Q4 | $1.66M | Buy |
+7,332
| New | +$1.66M | 1.43% | 13 |
|