CMC Financial Group’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 | $1.19M | Hold |
2,452
| – | – | 2.72% | 6 |
|
|
2025
Q1 | $1.31M | Sell |
2,452
-13
| -0.5% | -$6.92K | 2.95% | 6 |
|
|
2024
Q4 | $1.12M | Sell |
2,465
-94
| -4% | -$42.6K | 2.38% | 9 |
|
|
2024
Q3 | $1.18M | Sell |
2,559
-184
| -7% | -$84.7K | 1.73% | 10 |
|
|
2024
Q2 | $1.12M | Hold |
2,743
| – | – | 1.86% | 8 |
|
|
2024
Q1 | $1.15M | Sell |
2,743
-147
| -5% | -$61.8K | 1.63% | 10 |
|
|
2023
Q4 | $1.05M | Sell |
2,890
-3,172
| -52% | -$1.15M | 1.41% | 12 |
|
|
2023
Q3 | $2.12M | Sell |
6,062
-1
| -0% | -$350 | 3.34% | 6 |
|
|
2023
Q2 | $2.07M | Sell |
6,063
-42
| -0.7% | -$14.3K | 3.93% | 6 |
|
|
2023
Q1 | $1.89M | Sell |
6,105
-200
| -3% | -$61.8K | 3.36% | 5 |
|
|
2022
Q4 | $1.96M | Sell |
6,305
-25
| -0.4% | -$7.79K | 3.15% | 4 |
|
|
2022
Q3 | $1.69M | Buy |
6,330
+479
| +8% | +$128K | 3.97% | 4 |
|
|
2022
Q2 | $1.6M | Hold |
5,851
| – | – | 2.72% | 9 |
|
|
2022
Q1 | $1.87M | Buy |
5,851
+4,509
| +336% | +$1.44M | 2.08% | 8 |
|
|
2021
Q4 | $401K | Buy |
1,342
+142
| +12% | +$42.4K | 0.22% | 24 |
|
|
2021
Q3 | $328K | Hold |
1,200
| – | – | 0.19% | 22 |
|
|
2021
Q2 | $334K | Sell |
1,200
-100
| -8% | -$27.8K | 0.19% | 24 |
|
|
2021
Q1 | $332K | Buy |
1,300
+100
| +8% | +$25.5K | 0.2% | 24 |
|
|
2020
Q4 | $278K | Hold |
1,200
| – | – | 0.22% | 23 |
|
|
2020
Q3 | $256K | Hold |
1,200
| – | – | 0.25% | 20 |
|
|
2020
Q2 | $214K | Hold |
1,200
| – | – | 0.16% | 22 |
|
|
2020
Q1 | $219K | Sell |
1,200
-1,000
| -45% | -$183K | 0.95% | 24 |
|
|
2019
Q4 | $498K | Hold |
2,200
| – | – | 0.42% | 24 |
|
|
2019
Q3 | $458K | Hold |
2,200
| – | – | 0.61% | 21 |
|
|
2019
Q2 | $469K | Hold |
2,200
| – | – | 0.6% | 24 |
|
|
2019
Q1 | $442K | Buy |
+2,200
| New | +$442K | 0.41% | 23 |
|