Central Valley 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 | $545K | Hold |
1,122
| – | – | 0.19% | 84 |
|
2025
Q1 | $598K | Sell |
1,122
-216
| -16% | -$115K | 0.23% | 73 |
|
2024
Q4 | $606K | Buy |
1,338
+216
| +19% | +$97.9K | 0.28% | 69 |
|
2024
Q3 | $516K | Buy |
1,122
+1
| +0.1% | +$460 | 0.29% | 69 |
|
2024
Q2 | $442K | Sell |
1,121
-1
| -0.1% | -$394 | 0.19% | 73 |
|
2024
Q1 | $472K | Hold |
1,122
| – | – | 0.24% | 84 |
|
2023
Q4 | $400K | Buy |
+1,122
| New | +$400K | 0.24% | 94 |
|