Cascade Investment Advisors’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 | $1.06M | Sell |
2,180
-230
| -10% | -$112K | 0.68% | 73 |
|
2025
Q1 | $1.28M | Sell |
2,410
-85
| -3% | -$45.3K | 0.87% | 57 |
|
2024
Q4 | $1.13M | Sell |
2,495
-15
| -0.6% | -$6.8K | 0.73% | 70 |
|
2024
Q3 | $1.16M | Sell |
2,510
-45
| -2% | -$20.7K | 0.74% | 76 |
|
2024
Q2 | $1.04M | Sell |
2,555
-50
| -2% | -$20.3K | 0.7% | 75 |
|
2024
Q1 | $1.1M | Buy |
2,605
+60
| +2% | +$25.2K | 0.71% | 74 |
|
2023
Q4 | $908K | Sell |
2,545
-5
| -0.2% | -$1.78K | 0.65% | 79 |
|
2023
Q3 | $893K | Sell |
2,550
-40
| -2% | -$14K | 0.71% | 76 |
|
2023
Q2 | $883K | Buy |
2,590
+29
| +1% | +$9.89K | 0.66% | 75 |
|
2023
Q1 | $791K | Sell |
2,561
-40
| -2% | -$12.4K | 0.63% | 74 |
|
2022
Q4 | $803K | Buy |
2,601
+620
| +31% | +$192K | 0.67% | 74 |
|
2022
Q3 | $585K | Sell |
1,981
-620
| -24% | -$183K | 0.5% | 85 |
|
2022
Q2 | $710K | Hold |
2,601
| – | – | 0.56% | 88 |
|
2022
Q1 | $918K | Buy |
2,601
+570
| +28% | +$201K | 0.56% | 87 |
|
2021
Q4 | $607K | Hold |
2,031
| – | – | 0.36% | 100 |
|
2021
Q3 | $554K | Buy |
2,031
+185
| +10% | +$50.5K | 0.36% | 98 |
|
2021
Q2 | $513K | Sell |
1,846
-770
| -29% | -$214K | 0.32% | 99 |
|
2021
Q1 | $668K | Buy |
2,616
+2,516
| +2,516% | +$643K | 0.43% | 97 |
|
2020
Q4 | $348K | Hold |
100
| – | – | 0.26% | 101 |
|
2020
Q3 | $320K | Hold |
100
| – | – | 0.27% | 100 |
|
2020
Q2 | $267K | Hold |
100
| – | – | 0.25% | 95 |
|
2020
Q1 | $272K | Sell |
100
-1,566
| -94% | -$4.26M | 0.3% | 91 |
|
2019
Q4 | $377K | Sell |
1,666
-315
| -16% | -$71.3K | 0.29% | 93 |
|
2019
Q3 | $412K | Buy |
1,981
+300
| +18% | +$62.4K | 0.32% | 92 |
|
2019
Q2 | $358K | Buy |
1,681
+500
| +42% | +$107K | 0.3% | 85 |
|
2019
Q1 | $237K | Hold |
1,181
| – | – | 0.21% | 93 |
|
2018
Q4 | $241K | Buy |
1,181
+500
| +73% | +$102K | 0.24% | 87 |
|
2018
Q3 | $146K | Hold |
681
| – | – | 0.12% | 103 |
|
2018
Q2 | $127K | Sell |
681
-390
| -36% | -$72.8K | 0.11% | 108 |
|
2018
Q1 | $214K | Buy |
1,071
+300
| +39% | +$59.8K | 0.17% | 95 |
|
2017
Q4 | $153K | Buy |
771
+1
| +0.1% | +$198 | 0.12% | 102 |
|
2017
Q3 | $141K | Hold |
770
| – | – | 0.12% | 101 |
|
2017
Q2 | $130K | Hold |
770
| – | – | 0.11% | 102 |
|
2017
Q1 | $128K | Sell |
770
-255
| -25% | -$42.5K | 0.11% | 95 |
|
2016
Q4 | $167K | Buy |
+1,025
| New | +$167K | 0.14% | 86 |
|
2016
Q2 | $109K | Buy |
+750
| New | +$109K | 0.1% | 88 |
|