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