CBIZ Investment Advisory Services’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 | $838K | Buy |
1,725
+106
| +7% | +$51.5K | 0.04% | 25 |
|
|
2025
Q1 | $862K | Buy |
1,619
+112
| +7% | +$59.7K | 0.04% | 25 |
|
|
2024
Q4 | $683K | Buy |
1,507
+190
| +14% | +$86.1K | 0.03% | 26 |
|
|
2024
Q3 | $606K | Sell |
1,317
-151
| -10% | -$69.5K | 0.03% | 26 |
|
|
2024
Q2 | $597K | Hold |
1,468
| – | – | 0.03% | 25 |
|
|
2024
Q1 | $617K | Buy |
1,468
+233
| +19% | +$98K | 0.04% | 27 |
|
|
2023
Q4 | $440K | Buy |
1,235
+250
| +25% | +$89.2K | 0.03% | 30 |
|
|
2023
Q3 | $345K | Sell |
985
-200
| -17% | -$70.1K | 0.03% | 24 |
|
|
2023
Q2 | $404K | Sell |
1,185
-100
| -8% | -$34.1K | 0.03% | 23 |
|
|
2023
Q1 | $397K | Buy |
+1,285
| New | +$397K | 0.03% | 25 |
|
|
2022
Q3 | – | Sell |
-1,433
| Closed | -$391K | – | 29 |
|
|
2022
Q2 | $391K | Sell |
1,433
-355
| -20% | -$96.9K | 0.04% | 28 |
|
|
2022
Q1 | $631K | Buy |
1,788
+314
| +21% | +$111K | 0.05% | 13 |
|
|
2021
Q4 | $441K | Buy |
+1,474
| New | +$441K | 0.03% | 29 |
|
|
2021
Q3 | – | Hold |
0
| – | -$410K | – | 30 |
|
|
2021
Q2 | – | Hold |
0
| – | -$377K | – | 32 |
|
|
2021
Q1 | – | Hold |
0
| – | -$365K | – | 29 |
|
|
2020
Q4 | – | Hold |
0
| – | -$340K | – | 23 |
|
|
2020
Q3 | – | Hold |
0
| – | -$250K | – | 24 |
|
|
2020
Q2 | – | Hold |
0
| – | -$382K | – | 30 |
|
|
2020
Q1 | – | Hold |
0
| – | -$473K | – | 22 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 27 |
|