Cedar Mountain 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 | $900K | Sell |
1,853
-50
| -3% | -$24.3K | 0.19% | 33 |
|
|
2025
Q1 | $1.01M | Sell |
1,903
-38
| -2% | -$20.2K | 0.23% | 30 |
|
|
2024
Q4 | $880K | Hold |
1,941
| – | – | 0.19% | 33 |
|
|
2024
Q3 | $893K | Buy |
1,941
+42
| +2% | +$19.3K | 0.2% | 30 |
|
|
2024
Q2 | $773K | Hold |
1,899
| – | – | 0.19% | 26 |
|
|
2024
Q1 | $799K | Sell |
1,899
-77
| -4% | -$32.4K | 0.2% | 26 |
|
|
2023
Q4 | $705K | Hold |
1,976
| – | – | 0.19% | 27 |
|
|
2023
Q3 | $692K | Hold |
1,976
| – | – | 0.2% | 26 |
|
|
2023
Q2 | $674K | Hold |
1,976
| – | – | 0.19% | 26 |
|
|
2023
Q1 | $610K | Sell |
1,976
-12
| -0.6% | -$3.71K | 0.18% | 26 |
|
|
2022
Q4 | $614K | Hold |
1,988
| – | – | 0.19% | 26 |
|
|
2022
Q3 | $531K | Hold |
1,988
| – | – | 0.18% | 27 |
|
|
2022
Q2 | $543K | Hold |
1,988
| – | – | 0.19% | 25 |
|
|
2022
Q1 | $702K | Hold |
1,988
| – | – | 0.21% | 24 |
|
|
2021
Q4 | $594K | Buy |
1,988
+340
| +21% | +$102K | 0.18% | 23 |
|
|
2021
Q3 | $450K | Hold |
1,648
| – | – | 0.15% | 26 |
|
|
2021
Q2 | $458K | Buy |
1,648
+174
| +12% | +$48.4K | 0.15% | 26 |
|
|
2021
Q1 | $377K | Hold |
1,474
| – | – | 0.13% | 30 |
|
|
2020
Q4 | $342K | Sell |
1,474
-50
| -3% | -$11.6K | 0.12% | 30 |
|
|
2020
Q3 | $325K | Sell |
1,524
-7
| -0.5% | -$1.49K | 0.13% | 30 |
|
|
2020
Q2 | $273K | Buy |
1,531
+272
| +22% | +$48.5K | 0.12% | 29 |
|
|
2020
Q1 | $230K | Hold |
1,259
| – | – | 0.12% | 29 |
|
|
2019
Q4 | $285K | Buy |
+1,259
| New | +$285K | 0.12% | 26 |
|