Copperwynd Financial’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 | $2.36M | Buy |
4,849
+151
| +3% | +$73.4K | 0.59% | 36 |
|
|
2025
Q1 | $2.5M | Buy |
4,698
+153
| +3% | +$81.5K | 0.69% | 31 |
|
|
2024
Q4 | $2.06M | Sell |
4,545
-78
| -2% | -$35.4K | 0.57% | 35 |
|
|
2024
Q3 | $2.13M | Buy |
4,623
+733
| +19% | +$337K | 0.64% | 28 |
|
|
2024
Q2 | $1.71M | Buy |
3,890
+532
| +16% | +$233K | 0.56% | 33 |
|
|
2024
Q1 | $1.41M | Buy |
3,358
+508
| +18% | +$214K | 0.51% | 35 |
|
|
2023
Q4 | $1.02M | Hold |
2,850
| – | – | 0.4% | 40 |
|
|
2023
Q3 | $998K | Hold |
2,850
| – | – | 0.47% | 36 |
|
|
2023
Q2 | $972K | Hold |
2,850
| – | – | 0.45% | 47 |
|
|
2023
Q1 | $880K | Buy |
2,850
+200
| +8% | +$61.8K | 0.45% | 48 |
|
|
2022
Q4 | $819K | Hold |
2,650
| – | – | 0.46% | 49 |
|
|
2022
Q3 | $708K | Sell |
2,650
-6,501
| -71% | -$1.74M | 0.41% | 49 |
|
|
2022
Q2 | $2.5M | Buy |
9,151
+6,505
| +246% | +$1.78M | 1.47% | 12 |
|
|
2022
Q1 | $934K | Buy |
2,646
+29
| +1% | +$10.2K | 0.39% | 41 |
|
|
2021
Q4 | $782K | Hold |
2,617
| – | – | 0.3% | 59 |
|
|
2021
Q3 | $714K | Buy |
2,617
+1,472
| +129% | +$402K | 0.29% | 56 |
|
|
2021
Q2 | $318K | Buy |
1,145
+14
| +1% | +$3.89K | 0.13% | 109 |
|
|
2021
Q1 | $289K | Buy |
1,131
+15
| +1% | +$3.83K | 0.13% | 108 |
|
|
2020
Q4 | $259K | Hold |
1,116
| – | – | 0.13% | 113 |
|
|
2020
Q3 | $238K | Buy |
+1,116
| New | +$238K | 0.13% | 108 |
|
|
2020
Q2 | – | Sell |
-1,934
| Closed | -$354K | – | 113 |
|
|
2020
Q1 | $354K | Buy |
1,934
+842
| +77% | +$154K | 0.17% | 64 |
|
|
2019
Q4 | $247K | Hold |
1,092
| – | – | 0.13% | 101 |
|
|
2019
Q3 | $243K | Sell |
1,092
-10
| -0.9% | -$2.23K | 0.14% | 97 |
|
|
2019
Q2 | $235K | Hold |
1,102
| – | – | 0.14% | 96 |
|
|
2019
Q1 | $221K | Hold |
1,102
| – | – | 0.13% | 97 |
|
|
2018
Q4 | $225K | Buy |
1,102
+20
| +2% | +$4.08K | 0.14% | 84 |
|
|
2018
Q3 | $232K | Hold |
1,082
| – | – | 0.14% | 88 |
|
|
2018
Q2 | $202K | Hold |
1,082
| – | – | 0.14% | 85 |
|
|
2018
Q1 | $216K | Hold |
1,082
| – | – | 0.15% | 86 |
|
|
2017
Q4 | $214K | Buy |
+1,082
| New | +$214K | 0.16% | 87 |
|