CFG
Cooper Financial Group’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 | $9.13M | Sell |
18,790
-1,245
| -6% | -$605K | 1.07% | 17 |
|
|
2025
Q1 | $10.7M | Buy |
20,035
+354
| +2% | +$189K | 1.41% | 13 |
|
|
2024
Q4 | $8.92M | Buy |
19,681
+464
| +2% | +$210K | 1.07% | 18 |
|
|
2024
Q3 | $8.84M | Buy |
19,217
+206
| +1% | +$94.8K | 1.15% | 17 |
|
|
2024
Q2 | $7.73M | Buy |
19,011
+2,271
| +14% | +$924K | 1.14% | 17 |
|
|
2024
Q1 | $7.04M | Buy |
16,740
+941
| +6% | +$396K | 1.16% | 18 |
|
|
2023
Q4 | $5.63M | Sell |
15,799
-391
| -2% | -$139K | 1.02% | 20 |
|
|
2023
Q3 | $5.67M | Sell |
16,190
-343
| -2% | -$120K | 1.36% | 15 |
|
|
2023
Q2 | $5.64M | Sell |
16,533
-470
| -3% | -$160K | 1.4% | 12 |
|
|
2023
Q1 | $5.25M | Buy |
17,003
+309
| +2% | +$95.4K | 1.41% | 13 |
|
|
2022
Q4 | $5.16M | Sell |
16,694
-695
| -4% | -$215K | 1.57% | 13 |
|
|
2022
Q3 | $4.64M | Buy |
17,389
+23
| +0.1% | +$6.14K | 1.67% | 10 |
|
|
2022
Q2 | $4.74M | Buy |
17,366
+857
| +5% | +$234K | 1.72% | 8 |
|
|
2022
Q1 | $5.83M | Buy |
16,509
+484
| +3% | +$171K | 2.21% | 6 |
|
|
2021
Q4 | $4.79M | Sell |
16,025
-145
| -0.9% | -$43.4K | 1.81% | 6 |
|
|
2021
Q3 | $4.41M | Sell |
16,170
-121
| -0.7% | -$33K | 0.92% | 22 |
|
|
2021
Q2 | $4.53M | Sell |
16,291
-607
| -4% | -$169K | 0.92% | 22 |
|
|
2021
Q1 | $4.32M | Sell |
16,898
-2,295
| -12% | -$586K | 0.97% | 23 |
|
|
2020
Q4 | $4.45M | Buy |
19,193
+600
| +3% | +$139K | 0.91% | 21 |
|
|
2020
Q3 | $3.96M | Buy |
18,593
+452
| +2% | +$96.2K | 1.14% | 22 |
|
|
2020
Q2 | $3.24M | Buy |
18,141
+1,449
| +9% | +$259K | 1.05% | 22 |
|
|
2020
Q1 | $3.05M | Buy |
16,692
+3,372
| +25% | +$617K | 1.27% | 18 |
|
|
2019
Q4 | $3.02M | Sell |
13,320
-152
| -1% | -$34.4K | 1.21% | 17 |
|
|
2019
Q3 | $2.8M | Sell |
13,472
-129
| -0.9% | -$26.8K | 1.26% | 16 |
|
|
2019
Q2 | $2.9M | Buy |
13,601
+798
| +6% | +$170K | 1.41% | 15 |
|
|
2019
Q1 | $2.57M | Buy |
12,803
+243
| +2% | +$48.8K | 1.42% | 16 |
|
|
2018
Q4 | $2.57M | Buy |
+12,560
| New | +$2.57M | 1.74% | 15 |
|