CFS Investment Advisory Services’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 | $3.48M | Buy |
7,167
+247
| +4% | +$120K | 0.28% | 74 |
|
2025
Q1 | $3.69M | Buy |
6,920
+178
| +3% | +$94.8K | 0.33% | 66 |
|
2024
Q4 | $3.06M | Buy |
6,742
+79
| +1% | +$35.8K | 0.27% | 75 |
|
2024
Q3 | $3.07M | Buy |
+6,663
| New | +$3.07M | 0.26% | 75 |
|
2024
Q2 | – | Sell |
-6,119
| Closed | -$2.57M | – | 273 |
|
2024
Q1 | $2.57M | Buy |
6,119
+722
| +13% | +$304K | 0.43% | 41 |
|
2023
Q4 | $1.93M | Sell |
5,397
-269
| -5% | -$95.9K | 0.35% | 48 |
|
2023
Q3 | $1.99M | Buy |
+5,666
| New | +$1.99M | 0.32% | 59 |
|
2022
Q3 | – | Sell |
-4,048
| Closed | -$1.11M | – | 248 |
|
2022
Q2 | $1.11M | Sell |
4,048
-1,645,100
| -100% | -$449M | 0.17% | 120 |
|
2022
Q1 | $5K | Buy |
1,649,148
+1,645,407
| +43,983% | +$4.99K | 0.02% | 200 |
|
2021
Q4 | $1.17M | Buy |
3,741
+12
| +0.3% | +$3.76K | 0.16% | 129 |
|
2021
Q3 | $1.02M | Buy |
+3,729
| New | +$1.02M | 0.14% | 136 |
|
2020
Q4 | $880K | Buy |
+3,795
| New | +$880K | 0.14% | 125 |
|