Community Financial Services 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 | $1.7M | Sell |
3,508
-1,029
| -23% | -$500K | 0.34% | 58 |
|
|
2025
Q1 | $2.42M | Sell |
4,537
-1,402
| -24% | -$747K | 0.52% | 51 |
|
|
2024
Q4 | $2.69M | Sell |
5,939
-1,227
| -17% | -$556K | 0.53% | 54 |
|
|
2024
Q3 | $3.3M | Sell |
7,166
-483
| -6% | -$222K | 0.67% | 50 |
|
|
2024
Q2 | $3.11M | Sell |
7,649
-840
| -10% | -$342K | 0.67% | 49 |
|
|
2024
Q1 | $3.57M | Buy |
+8,489
| New | +$3.57M | 0.81% | 42 |
|
|
2023
Q3 | $9.28M | Buy |
+26,504
| New | +$9.28M | 2.34% | 15 |
|
|
2021
Q4 | $8.57M | Buy |
+28,662
| New | +$8.57M | 2.15% | 14 |
|
|
2015
Q4 | – | Sell |
-975
| Closed | -$127K | – | 92 |
|
|
2015
Q3 | $127K | Hold |
975
| – | – | 0.06% | 83 |
|
|
2015
Q2 | $133K | Hold |
975
| – | – | 0.06% | 83 |
|
|
2015
Q1 | $141K | Hold |
975
| – | – | 0.07% | 80 |
|
|
2014
Q4 | $146K | Hold |
975
| – | – | 0.07% | 82 |
|
|
2014
Q3 | $135K | Hold |
975
| – | – | 0.07% | 86 |
|
|
2014
Q2 | $123K | Hold |
975
| – | – | 0.06% | 84 |
|
|
2014
Q1 | $122K | Buy |
+975
| New | +$122K | 0.06% | 83 |
|
|
2013
Q4 | – | Sell |
-975
| Closed | -$111K | – | 86 |
|
|
2013
Q3 | $111K | Sell |
975
-175
| -15% | -$19.9K | 0.06% | 78 |
|
|
2013
Q2 | $129K | Buy |
+1,150
| New | +$129K | 0.08% | 73 |
|