CA
Continuum Advisory’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 | $4.53M | Sell |
9,330
-115
| -1% | -$55.9K | 0.55% | 45 |
|
|
2025
Q1 | $5.03M | Buy |
9,445
+1,310
| +16% | +$698K | 0.65% | 30 |
|
|
2024
Q4 | $3.69M | Sell |
8,135
-42
| -0.5% | -$19K | 0.47% | 43 |
|
|
2024
Q3 | $3.82M | Buy |
8,177
+507
| +7% | +$237K | 0.49% | 44 |
|
|
2024
Q2 | $3.12M | Buy |
7,670
+16
| +0.2% | +$6.51K | 0.45% | 49 |
|
|
2024
Q1 | $3.13M | Sell |
7,654
-6,084
| -44% | -$2.49M | 0.47% | 44 |
|
|
2023
Q4 | $4.9M | Sell |
13,738
-1,228
| -8% | -$438K | 0.7% | 26 |
|
|
2023
Q3 | $5.24M | Sell |
14,966
-579
| -4% | -$203K | 0.84% | 21 |
|
|
2023
Q2 | $5.3M | Buy |
15,545
+182
| +1% | +$62.1K | 0.84% | 19 |
|
|
2023
Q1 | $4.74M | Buy |
15,363
+306
| +2% | +$94.5K | 0.81% | 21 |
|
|
2022
Q4 | $4.65M | Sell |
15,057
-107
| -0.7% | -$33.1K | 0.84% | 20 |
|
|
2022
Q3 | $4.05M | Hold |
15,164
| – | – | 0.71% | 24 |
|
|
2022
Q2 | $4.14M | Buy |
15,164
+6,220
| +70% | +$1.7M | 0.75% | 21 |
|
|
2022
Q1 | $2.89M | Buy |
8,944
+4,083
| +84% | +$1.32M | 0.55% | 37 |
|
|
2021
Q4 | $1.45M | Sell |
4,861
-34
| -0.7% | -$10.2K | 0.33% | 79 |
|
|
2021
Q3 | $1.34M | Buy |
4,895
+60
| +1% | +$16.4K | 0.36% | 71 |
|
|
2021
Q2 | $1.34M | Buy |
4,835
+3,204
| +196% | +$891K | 0.42% | 61 |
|
|
2021
Q1 | $439K | Buy |
1,631
+249
| +18% | +$67K | 0.18% | 105 |
|
|
2020
Q4 | $320K | Buy |
1,382
+25
| +2% | +$5.79K | 0.15% | 114 |
|
|
2020
Q3 | $288K | Sell |
1,357
-259
| -16% | -$55K | 0.16% | 120 |
|
|
2020
Q2 | $288K | Sell |
1,616
-496
| -23% | -$88.4K | 0.18% | 109 |
|
|
2020
Q1 | $372K | Sell |
2,112
-133
| -6% | -$23.4K | 0.25% | 89 |
|
|
2019
Q4 | $508K | Buy |
2,245
+308
| +16% | +$69.7K | 0.3% | 78 |
|
|
2019
Q3 | $400K | Buy |
1,937
+25
| +1% | +$5.16K | 0.27% | 79 |
|
|
2019
Q2 | $410K | Buy |
1,912
+453
| +31% | +$97.1K | 0.28% | 79 |
|
|
2019
Q1 | $299K | Sell |
1,459
-5,361
| -79% | -$1.1M | 0.22% | 100 |
|
|
2018
Q4 | $1.39M | Sell |
6,820
-1,118
| -14% | -$228K | 1.02% | 24 |
|
|
2018
Q3 | $1.71M | Sell |
7,938
-299
| -4% | -$64.2K | 1.13% | 25 |
|
|
2018
Q2 | $1.54M | Sell |
8,237
-160
| -2% | -$29.9K | 1.13% | 24 |
|
|
2018
Q1 | $1.68M | Sell |
8,397
-651
| -7% | -$130K | 1.4% | 17 |
|
|
2017
Q4 | $1.79M | Buy |
9,048
+85
| +0.9% | +$16.8K | 1.37% | 15 |
|
|
2017
Q3 | $1.64M | Buy |
8,963
+716
| +9% | +$131K | 1.44% | 13 |
|
|
2017
Q2 | $1.4M | Buy |
8,247
+1,273
| +18% | +$216K | 1.39% | 15 |
|
|
2017
Q1 | $1.16M | Buy |
+6,974
| New | +$1.16M | 1.39% | 17 |
|