CPC
Consolidated Planning Corp’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.08M | Buy |
12,509
+169
| +1% | +$82.1K | 0.76% | 40 |
|
|
2025
Q1 | $6.57M | Buy |
12,340
+97
| +0.8% | +$51.7K | 0.9% | 33 |
|
|
2024
Q4 | $5.55M | Buy |
12,243
+502
| +4% | +$228K | 0.76% | 44 |
|
|
2024
Q3 | $5.4M | Sell |
11,741
-57
| -0.5% | -$26.2K | 0.8% | 42 |
|
|
2024
Q2 | $4.8M | Buy |
11,798
+597
| +5% | +$243K | 0.79% | 45 |
|
|
2024
Q1 | $4.71M | Buy |
11,201
+1,097
| +11% | +$461K | 0.81% | 41 |
|
|
2023
Q4 | $3.6M | Buy |
10,104
+7,535
| +293% | +$2.69M | 0.67% | 46 |
|
|
2023
Q3 | $900K | Sell |
2,569
-39
| -1% | -$13.7K | 0.2% | 87 |
|
|
2023
Q2 | $889K | Buy |
2,608
+1,393
| +115% | +$475K | 0.19% | 95 |
|
|
2023
Q1 | $375K | Sell |
1,215
-83
| -6% | -$25.6K | 0.1% | 91 |
|
|
2022
Q4 | $401K | Sell |
1,298
-50
| -4% | -$15.4K | 0.11% | 90 |
|
|
2022
Q3 | $360K | Sell |
1,348
-100
| -7% | -$26.7K | 0.11% | 86 |
|
|
2022
Q2 | $395K | Buy |
1,448
+183
| +14% | +$49.9K | 0.12% | 87 |
|
|
2022
Q1 | $446K | Sell |
1,265
-1
| -0.1% | -$353 | 0.31% | 33 |
|
|
2021
Q4 | $379K | Hold |
1,266
| – | – | 0.24% | 37 |
|
|
2021
Q3 | $346K | Hold |
1,266
| – | – | 0.22% | 40 |
|
|
2021
Q2 | $351K | Hold |
1,266
| – | – | 0.26% | 38 |
|
|
2021
Q1 | $323K | Sell |
1,266
-69
| -5% | -$17.6K | 0.21% | 38 |
|
|
2020
Q4 | $309K | Buy |
1,335
+69
| +5% | +$16K | 0.2% | 40 |
|
|
2020
Q3 | $269K | Hold |
1,266
| – | – | 0.2% | 37 |
|
|
2020
Q2 | $225K | Sell |
1,266
-252
| -17% | -$44.8K | 0.22% | 36 |
|
|
2020
Q1 | $278K | Buy |
1,518
+34
| +2% | +$6.23K | 0.35% | 29 |
|
|
2019
Q4 | $336K | Buy |
+1,484
| New | +$336K | 0.33% | 27 |
|