Cerro Pacific Wealth 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 | $2.27M | Sell |
4,670
-215
| -4% | -$104K | 0.63% | 41 |
|
2025
Q1 | $2.21M | Sell |
4,885
-52
| -1% | -$23.6K | 0.72% | 37 |
|
2024
Q4 | $2.27M | Buy |
4,937
+63
| +1% | +$29K | 0.75% | 41 |
|
2024
Q3 | $1.98M | Hold |
4,874
| – | – | 0.75% | 43 |
|
2024
Q2 | $1.98M | Buy |
+4,874
| New | +$1.98M | 0.76% | 42 |
|
2023
Q1 | $977K | Sell |
3,165
-9
| -0.3% | -$2.78K | 0.54% | 53 |
|
2022
Q4 | $980K | Buy |
3,174
+15
| +0.5% | +$4.63K | 0.52% | 55 |
|
2022
Q3 | $844K | Buy |
3,159
+24
| +0.8% | +$6.41K | 0.51% | 54 |
|
2022
Q2 | $856K | Buy |
3,135
+61
| +2% | +$16.7K | 0.54% | 46 |
|
2022
Q1 | $1.09M | Buy |
3,074
+67
| +2% | +$23.6K | 0.66% | 34 |
|
2021
Q4 | $899K | Sell |
3,007
-10
| -0.3% | -$2.99K | 0.57% | 51 |
|
2021
Q3 | $823K | Buy |
3,017
+6
| +0.2% | +$1.64K | 0.59% | 45 |
|
2021
Q2 | $837K | Buy |
+3,011
| New | +$837K | 0.62% | 49 |
|
2020
Q4 | $1.82M | Buy |
+7,837
| New | +$1.82M | 1.08% | 20 |
|