CPW
Catalyst Private Wealth’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 | $1.42M | Buy |
2,918
+213
| +8% | +$103K | 0.63% | 26 |
|
|
2025
Q1 | $1.44M | Sell |
2,705
-22
| -0.8% | -$11.7K | 0.7% | 25 |
|
|
2024
Q4 | $1.24M | Sell |
2,727
-30
| -1% | -$13.6K | 0.55% | 29 |
|
|
2024
Q3 | $1.27M | Sell |
2,757
-50
| -2% | -$23K | 0.62% | 27 |
|
|
2024
Q2 | $1.14M | Sell |
2,807
-40
| -1% | -$16.3K | 0.6% | 29 |
|
|
2024
Q1 | $1.2M | Buy |
2,847
+454
| +19% | +$191K | 0.63% | 28 |
|
|
2023
Q4 | $853K | Hold |
2,393
| – | – | 0.4% | 36 |
|
|
2023
Q3 | $838K | Buy |
2,393
+152
| +7% | +$53.2K | 0.5% | 37 |
|
|
2023
Q2 | $764K | Sell |
2,241
-121
| -5% | -$41.3K | 0.48% | 36 |
|
|
2023
Q1 | $729K | Buy |
2,362
+198
| +9% | +$61.1K | 0.5% | 36 |
|
|
2022
Q4 | $668K | Buy |
2,164
+8
| +0.4% | +$2.47K | 0.54% | 35 |
|
|
2022
Q3 | $576K | Sell |
2,156
-7
| -0.3% | -$1.87K | 0.44% | 39 |
|
|
2022
Q2 | $591K | Sell |
2,163
-448
| -17% | -$122K | 0.42% | 43 |
|
|
2022
Q1 | $921K | Buy |
2,611
+5
| +0.2% | +$1.76K | 0.46% | 35 |
|
|
2021
Q4 | $779K | Buy |
2,606
+6
| +0.2% | +$1.79K | 0.34% | 38 |
|
|
2021
Q3 | $710K | Hold |
2,600
| – | – | 0.3% | 30 |
|
|
2021
Q2 | $723K | Sell |
2,600
-325
| -11% | -$90.4K | 0.4% | 31 |
|
|
2021
Q1 | $747K | Hold |
2,925
| – | – | 0.52% | 25 |
|
|
2020
Q4 | $678K | Hold |
2,925
| – | – | 0.59% | 26 |
|
|
2020
Q3 | $623K | Buy |
+2,925
| New | +$623K | 0.61% | 21 |
|