Certified Advisory Corp’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 | $10.3M | Buy |
21,166
+2,395
| +13% | +$1.16M | 1.07% | 27 |
|
|
2025
Q1 | $10M | Sell |
18,771
-367
| -2% | -$195K | 1.13% | 24 |
|
|
2024
Q4 | $8.67M | Sell |
19,138
-389
| -2% | -$176K | 0.94% | 31 |
|
|
2024
Q3 | $8.99M | Sell |
19,527
-539
| -3% | -$248K | 1% | 28 |
|
|
2024
Q2 | $8.16M | Sell |
20,066
-646
| -3% | -$263K | 1.02% | 25 |
|
|
2024
Q1 | $8.71M | Buy |
20,712
+289
| +1% | +$122K | 1.22% | 19 |
|
|
2023
Q4 | $7.28M | Buy |
20,423
+917
| +5% | +$327K | 1.1% | 22 |
|
|
2023
Q3 | $6.83M | Sell |
19,506
-1,248
| -6% | -$437K | 1.26% | 16 |
|
|
2023
Q2 | $7.08M | Sell |
20,754
-1,388
| -6% | -$473K | 1.3% | 17 |
|
|
2023
Q1 | $6.84M | Buy |
22,142
+1,232
| +6% | +$380K | 1.22% | 21 |
|
|
2022
Q4 | $6.46M | Buy |
20,910
+1,846
| +10% | +$570K | 1.28% | 19 |
|
|
2022
Q3 | $5.09M | Buy |
19,064
+14,003
| +277% | +$3.74M | 1.16% | 20 |
|
|
2022
Q2 | $1.38M | Buy |
5,061
+720
| +17% | +$197K | 0.31% | 85 |
|
|
2022
Q1 | $1.53M | Sell |
4,341
-19
| -0.4% | -$6.71K | 0.33% | 84 |
|
|
2021
Q4 | $1.3M | Sell |
4,360
-6
| -0.1% | -$1.79K | 0.29% | 90 |
|
|
2021
Q3 | $1.19M | Hold |
4,366
| – | – | 0.29% | 88 |
|
|
2021
Q2 | $1.21M | Buy |
4,366
+15
| +0.3% | +$4.17K | 0.3% | 80 |
|
|
2021
Q1 | $1.11M | Buy |
+4,351
| New | +$1.11M | 0.29% | 84 |
|
|
2020
Q2 | $1.04M | Sell |
5,818
-430
| -7% | -$76.8K | 0.34% | 72 |
|
|
2020
Q1 | $1.14M | Buy |
6,248
+93
| +2% | +$17K | 0.45% | 52 |
|
|
2019
Q4 | $1.39M | Sell |
6,155
-431
| -7% | -$97.6K | 0.45% | 53 |
|
|
2019
Q3 | $1.37M | Sell |
6,586
-256
| -4% | -$53.3K | 0.48% | 50 |
|
|
2019
Q2 | $1.46M | Sell |
6,842
-801
| -10% | -$171K | 0.54% | 44 |
|
|
2019
Q1 | $1.54M | Buy |
7,643
+984
| +15% | +$198K | 0.64% | 35 |
|
|
2018
Q4 | $1.36M | Buy |
6,659
+1,784
| +37% | +$364K | 0.71% | 31 |
|
|
2018
Q3 | $1.04M | Sell |
4,875
-864
| -15% | -$185K | 0.48% | 51 |
|
|
2018
Q2 | $1.07M | Buy |
5,739
+260
| +5% | +$48.5K | 0.6% | 45 |
|
|
2018
Q1 | $1.09M | Buy |
5,479
+3,743
| +216% | +$746K | 0.65% | 39 |
|
|
2017
Q4 | $344K | Buy |
+1,736
| New | +$344K | 0.25% | 82 |
|