Commonwealth Financial Services’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 | $925K | Sell |
1,905
-110
| -5% | -$53.4K | 0.18% | 76 |
|
|
2025
Q1 | $1.07M | Buy |
2,015
+616
| +44% | +$328K | 0.22% | 71 |
|
|
2024
Q4 | $634K | Buy |
1,399
+189
| +16% | +$85.7K | 0.12% | 91 |
|
|
2024
Q3 | $553K | Buy |
1,210
+22
| +2% | +$10.1K | 0.11% | 96 |
|
|
2024
Q2 | $486K | Sell |
1,188
-360
| -23% | -$147K | 0.1% | 103 |
|
|
2024
Q1 | $552K | Hold |
1,548
| – | – | 0.13% | 86 |
|
|
2023
Q4 | $552K | Sell |
1,548
-46
| -3% | -$16.4K | 0.13% | 86 |
|
|
2023
Q3 | $558K | Buy |
+1,594
| New | +$558K | 0.17% | 89 |
|
|
2017
Q1 | $52K | Buy |
311
+61
| +24% | +$10.2K | 0.06% | 94 |
|
|
2016
Q4 | $40K | Hold |
250
| – | – | 0.04% | 102 |
|
|
2016
Q3 | $36K | Hold |
250
| – | – | 0.03% | 96 |
|
|
2016
Q2 | $36K | Hold |
250
| – | – | 0.04% | 99 |
|
|
2016
Q1 | $35K | Hold |
250
| – | – | 0.05% | 93 |
|
|
2015
Q4 | $33K | Hold |
250
| – | – | 0.11% | 86 |
|
|
2015
Q3 | $33K | Hold |
250
| – | – | 0.04% | 91 |
|
|
2015
Q2 | $34K | Hold |
250
| – | – | 0.04% | 107 |
|
|
2015
Q1 | $36K | Buy |
+250
| New | +$36K | 0.03% | 104 |
|