CA
Clearstead Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68.5M | Buy |
141,006
+3,503
| +3% | +$1.7M | 0.96% | 22 |
|
|
2025
Q1 | $73.2M | Buy |
137,503
+7,665
| +6% | +$4.08M | 1.14% | 16 |
|
|
2024
Q4 | $58.9M | Sell |
129,838
-1,022
| -0.8% | -$463K | 0.89% | 23 |
|
|
2024
Q3 | $60.2M | Buy |
130,860
+7,870
| +6% | +$3.62M | 0.93% | 19 |
|
|
2024
Q2 | $50M | Buy |
122,990
+65,897
| +115% | +$26.8M | 0.85% | 25 |
|
|
2024
Q1 | $23.5M | Buy |
57,093
+1,547
| +3% | +$636K | 1.16% | 18 |
|
|
2023
Q4 | $19.8M | Sell |
55,546
-56,578
| -50% | -$20.2M | 1.05% | 20 |
|
|
2023
Q3 | $39.3M | Buy |
112,124
+59,854
| +115% | +$21M | 1.14% | 16 |
|
|
2023
Q2 | $17.8M | Buy |
52,270
+10,430
| +25% | +$3.56M | 1.08% | 17 |
|
|
2023
Q1 | $12.9M | Buy |
41,840
+2,367
| +6% | +$731K | 0.94% | 19 |
|
|
2022
Q4 | $12.2M | Buy |
39,473
+376
| +1% | +$116K | 0.96% | 20 |
|
|
2022
Q3 | $10.4M | Sell |
39,097
-2,444
| -6% | -$653K | 0.96% | 18 |
|
|
2022
Q2 | $11.3M | Buy |
41,541
+137
| +0.3% | +$37.4K | 0.88% | 24 |
|
|
2022
Q1 | $14.6M | Buy |
41,404
+3,642
| +10% | +$1.29M | 0.99% | 17 |
|
|
2021
Q4 | $11.3M | Buy |
37,762
+4,322
| +13% | +$1.29M | 0.77% | 27 |
|
|
2021
Q3 | $9.13M | Sell |
33,440
-2,955
| -8% | -$807K | 0.68% | 28 |
|
|
2021
Q2 | $10.1M | Buy |
36,395
+705
| +2% | +$196K | 0.78% | 27 |
|
|
2021
Q1 | $9.12M | Sell |
35,690
-609
| -2% | -$156K | 0.76% | 29 |
|
|
2020
Q4 | $8.42M | Sell |
36,299
-2,108
| -5% | -$489K | 0.77% | 29 |
|
|
2020
Q3 | $8.18M | Buy |
38,407
+1,792
| +5% | +$382K | 0.88% | 24 |
|
|
2020
Q2 | $6.54M | Buy |
36,615
+8,750
| +31% | +$1.56M | 0.76% | 30 |
|
|
2020
Q1 | $5.1M | Sell |
27,865
-2,456
| -8% | -$449K | 0.74% | 30 |
|
|
2019
Q4 | $6.87M | Buy |
30,321
+315
| +1% | +$71.4K | 0.83% | 25 |
|
|
2019
Q3 | $6.24M | Buy |
30,006
+143
| +0.5% | +$29.7K | 0.84% | 28 |
|
|
2019
Q2 | $6.37M | Buy |
29,863
+2,038
| +7% | +$434K | 0.85% | 26 |
|
|
2019
Q1 | $5.59M | Buy |
27,825
+97
| +0.3% | +$19.5K | 0.77% | 30 |
|
|
2018
Q4 | $5.66M | Buy |
27,728
+2,962
| +12% | +$605K | 0.88% | 23 |
|
|
2018
Q3 | $5.3M | Sell |
24,766
-255
| -1% | -$54.6K | 0.73% | 25 |
|
|
2018
Q2 | $4.67M | Sell |
25,021
-367
| -1% | -$68.5K | 0.67% | 29 |
|
|
2018
Q1 | $5.07M | Buy |
25,388
+751
| +3% | +$150K | 0.73% | 28 |
|
|
2017
Q4 | $4.88M | Sell |
24,637
-3,053
| -11% | -$605K | 0.66% | 31 |
|
|
2017
Q3 | $5.08M | Buy |
27,690
+126
| +0.5% | +$23.1K | 0.66% | 30 |
|
|
2017
Q2 | $4.67M | Sell |
27,564
-397
| -1% | -$67.2K | 0.68% | 29 |
|
|
2017
Q1 | $4.66M | Buy |
27,961
+675
| +2% | +$113K | 0.68% | 30 |
|
|
2016
Q4 | $4.45M | Buy |
+27,286
| New | +$4.45M | 0.72% | 27 |
|