Cladis Investment Advisory’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 | $1.6M | Sell |
3,303
-68
| -2% | -$33K | 1.01% | 30 |
|
|
2025
Q1 | $1.8M | Buy |
3,371
+20
| +0.6% | +$10.7K | 1.3% | 18 |
|
|
2024
Q4 | $1.52M | Buy |
3,351
+10
| +0.3% | +$4.53K | 1.08% | 27 |
|
|
2024
Q3 | $1.54M | Sell |
3,341
-117
| -3% | -$53.9K | 1.07% | 24 |
|
|
2024
Q2 | $1.41M | Sell |
3,458
-100
| -3% | -$40.7K | 1.02% | 26 |
|
|
2024
Q1 | $1.5M | Hold |
3,558
| – | – | 1.1% | 25 |
|
|
2023
Q4 | $1.27M | Sell |
3,558
-100
| -3% | -$35.7K | 1% | 32 |
|
|
2023
Q3 | $1.28M | Hold |
3,658
| – | – | 1.12% | 26 |
|
|
2023
Q2 | $1.25M | Buy |
3,658
+35
| +1% | +$11.9K | 1.08% | 24 |
|
|
2023
Q1 | $1.12M | Sell |
3,623
-100
| -3% | -$30.9K | 1.01% | 28 |
|
|
2022
Q4 | $1.15M | Sell |
3,723
-291
| -7% | -$89.9K | 1.14% | 27 |
|
|
2022
Q3 | $1.07M | Hold |
4,014
| – | – | 1.16% | 25 |
|
|
2022
Q2 | $1.1M | Sell |
4,014
-100
| -2% | -$27.3K | 1.09% | 27 |
|
|
2022
Q1 | $1.45M | Hold |
4,114
| – | – | 1.18% | 25 |
|
|
2021
Q4 | $1.23M | Buy |
+4,114
| New | +$1.23M | 0.99% | 29 |
|