Columbia Advisory Partners’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 | $1.49M | Sell |
3,072
-128
| -4% | -$62.2K | 1.13% | 16 |
|
|
2025
Q1 | $1.7M | Buy |
3,200
+2,116
| +195% | +$1.13M | 1.48% | 12 |
|
|
2024
Q4 | $491K | Buy |
1,084
+78
| +8% | +$35.4K | 0.46% | 34 |
|
|
2024
Q3 | $463K | Buy |
1,006
+241
| +32% | +$111K | 0.44% | 28 |
|
|
2024
Q2 | $311K | Buy |
765
+24
| +3% | +$9.76K | 0.3% | 40 |
|
|
2024
Q1 | $312K | Sell |
741
-82
| -10% | -$34.5K | 0.32% | 39 |
|
|
2023
Q4 | $294K | Buy |
823
+65
| +9% | +$23.2K | 0.3% | 47 |
|
|
2023
Q3 | $266K | Hold |
758
| – | – | 0.29% | 49 |
|
|
2023
Q2 | $258K | Sell |
758
-156
| -17% | -$53.2K | 0.28% | 47 |
|
|
2023
Q1 | $282K | Sell |
914
-1,072
| -54% | -$331K | 0.27% | 50 |
|
|
2022
Q4 | $613K | Buy |
1,986
+735
| +59% | +$227K | 0.58% | 21 |
|
|
2022
Q3 | $334K | Buy |
1,251
+214
| +21% | +$57.1K | 0.41% | 28 |
|
|
2022
Q2 | $283K | Sell |
1,037
-34
| -3% | -$9.28K | 0.32% | 30 |
|
|
2022
Q1 | $378K | Buy |
1,071
+33
| +3% | +$11.6K | 0.38% | 25 |
|
|
2021
Q4 | $310K | Buy |
+1,038
| New | +$310K | 0.31% | 27 |
|