CFP
Catalyst Financial Partners’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.04M | Buy |
10,372
+559
| +6% | +$272K | 0.55% | 23 |
|
|
2025
Q1 | $5.23M | Buy |
9,813
+234
| +2% | +$125K | 0.96% | 16 |
|
|
2024
Q4 | $4.34M | Buy |
9,579
+188
| +2% | +$85.2K | 0.82% | 21 |
|
|
2024
Q3 | $4.32M | Buy |
9,391
+120
| +1% | +$55.2K | 0.85% | 19 |
|
|
2024
Q2 | $3.77M | Buy |
9,271
+306
| +3% | +$124K | 0.83% | 22 |
|
|
2024
Q1 | $3.57M | Buy |
8,965
+218
| +2% | +$86.7K | 0.92% | 18 |
|
|
2023
Q4 | $3.12M | Sell |
8,747
-118
| -1% | -$42.1K | 0.88% | 21 |
|
|
2023
Q3 | $3.11M | Buy |
8,865
+579
| +7% | +$203K | 1% | 20 |
|
|
2023
Q2 | $2.83M | Buy |
8,286
+1,060
| +15% | +$361K | 1.01% | 19 |
|
|
2023
Q1 | $2.23M | Buy |
7,226
+1,548
| +27% | +$478K | 0.96% | 19 |
|
|
2022
Q4 | $1.75M | Buy |
+5,678
| New | +$1.75M | 0.9% | 20 |
|