Cherrydale Wealth Management’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 | $817K | Hold |
1,682
| – | – | 0.28% | 34 |
|
|
2025
Q1 | $896K | Sell |
1,682
-16
| -0.9% | -$8.52K | 0.35% | 26 |
|
|
2024
Q4 | $770K | Buy |
1,698
+7
| +0.4% | +$3.17K | 0.3% | 30 |
|
|
2024
Q3 | $778K | Sell |
1,691
-17
| -1% | -$7.82K | 0.32% | 25 |
|
|
2024
Q2 | $695K | Buy |
1,708
+216
| +14% | +$87.9K | 0.3% | 28 |
|
|
2024
Q1 | $627K | Buy |
1,492
+232
| +18% | +$97.6K | 0.29% | 30 |
|
|
2023
Q4 | $449K | Buy |
1,260
+28
| +2% | +$9.99K | 0.23% | 32 |
|
|
2023
Q3 | $432K | Buy |
1,232
+30
| +2% | +$10.5K | 0.26% | 32 |
|
|
2023
Q2 | $410K | Buy |
1,202
+61
| +5% | +$20.8K | 0.29% | 26 |
|
|
2023
Q1 | $352K | Sell |
1,141
-1
| -0.1% | -$309 | 0.27% | 25 |
|
|
2022
Q4 | $353K | Buy |
1,142
+223
| +24% | +$68.9K | 0.29% | 23 |
|
|
2022
Q3 | $245K | Sell |
919
-58
| -6% | -$15.5K | 0.23% | 29 |
|
|
2022
Q2 | $266K | Buy |
977
+76
| +8% | +$20.7K | 0.24% | 23 |
|
|
2022
Q1 | $317K | Buy |
901
+33
| +4% | +$11.6K | 0.23% | 30 |
|
|
2021
Q4 | $260K | Buy |
+868
| New | +$260K | 0.2% | 31 |
|