Cetera Trust Company’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 | $674K | Hold |
1,387
| – | – | 0.4% | 55 |
|
|
2025
Q1 | $739K | Hold |
1,387
| – | – | 0.47% | 51 |
|
|
2024
Q4 | $629K | Sell |
1,387
-25
| -2% | -$11.3K | 0.41% | 52 |
|
|
2024
Q3 | $650K | Sell |
1,412
-100
| -7% | -$46K | 0.4% | 55 |
|
|
2024
Q2 | $615K | Sell |
1,512
-150
| -9% | -$61K | 0.39% | 56 |
|
|
2024
Q1 | $699K | Hold |
1,662
| – | – | 0.42% | 54 |
|
|
2023
Q4 | $593K | Buy |
+1,662
| New | +$593K | 0.37% | 58 |
|