Cedar Wealth Management’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 | $589K | Buy |
1,212
+29
| +2% | +$14.1K | 0.2% | 40 |
|
|
2025
Q1 | $630K | Hold |
1,183
| – | – | 0.22% | 39 |
|
|
2024
Q4 | $536K | Sell |
1,183
-175
| -13% | -$79.3K | 0.19% | 43 |
|
|
2024
Q3 | $625K | Sell |
1,358
-76
| -5% | -$35K | 0.19% | 58 |
|
|
2024
Q2 | $583K | Buy |
1,434
+7
| +0.5% | +$2.85K | 0.19% | 68 |
|
|
2024
Q1 | $600K | Sell |
1,427
-3
| -0.2% | -$1.26K | 0.2% | 65 |
|
|
2023
Q4 | $510K | Buy |
1,430
+21
| +1% | +$7.49K | 0.19% | 67 |
|
|
2023
Q3 | $494K | Hold |
1,409
| – | – | 0.2% | 66 |
|
|
2023
Q2 | $480K | Hold |
1,409
| – | – | 0.19% | 67 |
|
|
2023
Q1 | $435K | Hold |
1,409
| – | – | 0.18% | 67 |
|
|
2022
Q4 | $435K | Hold |
1,409
| – | – | 0.21% | 64 |
|
|
2022
Q3 | $376K | Hold |
1,409
| – | – | 0.19% | 74 |
|
|
2022
Q2 | $385K | Buy |
1,409
+18
| +1% | +$4.92K | 0.18% | 74 |
|
|
2022
Q1 | $491K | Sell |
1,391
-421
| -23% | -$149K | 0.2% | 77 |
|
|
2021
Q4 | $542K | Buy |
1,812
+87
| +5% | +$26K | 0.22% | 78 |
|
|
2021
Q3 | $471K | Buy |
1,725
+103
| +6% | +$28.1K | 0.21% | 78 |
|
|
2021
Q2 | $451K | Buy |
1,622
+645
| +66% | +$179K | 0.2% | 77 |
|
|
2021
Q1 | $250K | Buy |
+977
| New | +$250K | 0.12% | 93 |
|
|
2019
Q3 | – | Sell |
-690
| Closed | -$147K | – | 153 |
|
|
2019
Q2 | $147K | Hold |
690
| – | – | 0.1% | 77 |
|
|
2019
Q1 | $139K | Sell |
690
-319
| -32% | -$64.3K | 0.09% | 71 |
|
|
2018
Q4 | $206K | Sell |
1,009
-10
| -1% | -$2.04K | 0.15% | 50 |
|
|
2018
Q3 | $218K | Sell |
1,019
-1,207
| -54% | -$258K | 0.11% | 53 |
|
|
2018
Q2 | $415K | Buy |
2,226
+15
| +0.7% | +$2.8K | 0.23% | 24 |
|
|
2018
Q1 | $441K | Sell |
2,211
-71
| -3% | -$14.2K | 0.27% | 21 |
|
|
2017
Q4 | $452K | Sell |
2,282
-162
| -7% | -$32.1K | 0.27% | 20 |
|
|
2017
Q3 | $448K | Sell |
2,444
-90
| -4% | -$16.5K | 0.27% | 20 |
|
|
2017
Q2 | $429K | Sell |
2,534
-113
| -4% | -$19.1K | 0.28% | 18 |
|
|
2017
Q1 | $441K | Buy |
2,647
+100
| +4% | +$16.7K | 0.27% | 17 |
|
|
2016
Q4 | $415K | Sell |
2,547
-30
| -1% | -$4.89K | 0.28% | 17 |
|
|
2016
Q3 | $372K | Buy |
2,577
+104
| +4% | +$15K | 0.26% | 16 |
|
|
2016
Q2 | $358K | Buy |
2,473
+678
| +38% | +$98.2K | 0.23% | 17 |
|
|
2016
Q1 | $255K | Buy |
+1,795
| New | +$255K | 0.18% | 17 |
|