Commonwealth Retirement Investments’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 | $568K | Buy |
1,169
+9
| +0.8% | +$4.37K | 0.22% | 88 |
|
|
2025
Q1 | $618K | Hold |
1,160
| – | – | 0.25% | 72 |
|
|
2024
Q4 | $526K | Hold |
1,160
| – | – | 0.22% | 80 |
|
|
2024
Q3 | $534K | Sell |
1,160
-494
| -30% | -$227K | 0.22% | 74 |
|
|
2024
Q2 | $673K | Hold |
1,654
| – | – | 0.31% | 70 |
|
|
2024
Q1 | $696K | Buy |
1,654
+95
| +6% | +$39.9K | 0.33% | 60 |
|
|
2023
Q4 | $556K | Buy |
1,559
+500
| +47% | +$178K | 0.29% | 65 |
|
|
2023
Q3 | $371K | Hold |
1,059
| – | – | 0.21% | 64 |
|
|
2023
Q2 | $361K | Hold |
1,059
| – | – | 0.2% | 58 |
|
|
2023
Q1 | $327K | Sell |
1,059
-10
| -0.9% | -$3.09K | 0.19% | 54 |
|
|
2022
Q4 | $330K | Buy |
+1,069
| New | +$330K | 0.2% | 59 |
|