Clearwater Capital 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 | $815K | Buy |
1,678
+34
| +2% | +$16.5K | 0.07% | 87 |
|
|
2025
Q1 | $876K | Buy |
1,644
+220
| +15% | +$117K | 0.08% | 82 |
|
|
2024
Q4 | $645K | Sell |
1,424
-181
| -11% | -$82K | 0.06% | 94 |
|
|
2024
Q3 | $739K | Buy |
1,605
+521
| +48% | +$240K | 0.07% | 88 |
|
|
2024
Q2 | $441K | Buy |
1,084
+104
| +11% | +$42.3K | 0.05% | 105 |
|
|
2024
Q1 | $412K | Sell |
980
-9
| -0.9% | -$3.79K | 0.04% | 106 |
|
|
2023
Q4 | $353K | Buy |
989
+29
| +3% | +$10.3K | 0.04% | 114 |
|
|
2023
Q3 | $336K | Sell |
960
-135
| -12% | -$47.3K | 0.04% | 104 |
|
|
2023
Q2 | $373K | Buy |
1,095
+185
| +20% | +$63.1K | 0.04% | 101 |
|
|
2023
Q1 | $281K | Hold |
910
| – | – | 0.03% | 117 |
|
|
2022
Q4 | $281K | Buy |
910
+63
| +7% | +$19.5K | 0.04% | 127 |
|
|
2022
Q3 | $226K | Buy |
847
+16
| +2% | +$4.27K | 0.03% | 141 |
|
|
2022
Q2 | $227K | Buy |
831
+50
| +6% | +$13.7K | 0.03% | 132 |
|
|
2022
Q1 | $276K | Sell |
781
-68
| -8% | -$24K | 0.03% | 139 |
|
|
2021
Q4 | $254K | Buy |
849
+75
| +10% | +$22.4K | 0.03% | 146 |
|
|
2021
Q3 | $211K | Hold |
774
| – | – | 0.02% | 160 |
|
|
2021
Q2 | $215K | Buy |
+774
| New | +$215K | 0.03% | 163 |
|
|
2020
Q1 | – | Sell |
-1,009
| Closed | -$229K | – | 143 |
|
|
2019
Q4 | $229K | Sell |
1,009
-110
| -10% | -$25K | 0.04% | 162 |
|
|
2019
Q3 | $233K | Sell |
1,119
-500
| -31% | -$104K | 0.04% | 170 |
|
|
2019
Q2 | $345K | Hold |
1,619
| – | – | 0.06% | 159 |
|
|
2019
Q1 | $325K | Buy |
1,619
+360
| +29% | +$72.3K | 0.06% | 164 |
|
|
2018
Q4 | $257K | Hold |
1,259
| – | – | 0.06% | 176 |
|
|
2018
Q3 | $270K | Buy |
+1,259
| New | +$270K | 0.05% | 167 |
|
|
2018
Q2 | – | Sell |
-1,120
| Closed | -$224K | – | 229 |
|
|
2018
Q1 | $224K | Buy |
1,120
+50
| +5% | +$10K | 0.05% | 174 |
|
|
2017
Q4 | $212K | Buy |
+1,070
| New | +$212K | 0.05% | 171 |
|