Clear Point Advisors’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 | $861K | Sell |
1,772
-378
| -18% | -$184K | 0.73% | 38 |
|
2025
Q1 | $1.15M | Buy |
2,150
+192
| +10% | +$102K | 1.03% | 25 |
|
2024
Q4 | $888K | Sell |
1,958
-14
| -0.7% | -$6.35K | 0.76% | 37 |
|
2024
Q3 | $908K | Buy |
1,972
+16
| +0.8% | +$7.36K | 0.7% | 36 |
|
2024
Q2 | $796K | Hold |
1,956
| – | – | 0.65% | 38 |
|
2024
Q1 | $823K | Sell |
1,956
-5
| -0.3% | -$2.1K | 0.68% | 38 |
|
2023
Q4 | $699K | Buy |
+1,961
| New | +$699K | 0.62% | 42 |
|