Cornerstone Advisory’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
$21.6M Buy
44,380
+144
+0.3% +$70K 2.32% 11
2025
Q1
$22.7M Sell
44,236
-70
-0.2% -$35.9K 2.65% 10
2024
Q4
$21.2M Buy
44,306
+1,211
+3% +$581K 2.41% 12
2024
Q3
$19.8M Buy
43,095
+164
+0.4% +$75.5K 2.61% 8
2024
Q2
$17.5M Sell
42,931
-723
-2% -$294K 2.46% 8
2024
Q1
$18.4M Buy
43,654
+1,169
+3% +$492K 2.62% 7
2023
Q4
$15.2M Buy
42,485
+469
+1% +$167K 2.36% 8
2023
Q3
$14.7M Buy
42,016
+6,154
+17% +$2.16M 2.57% 8
2023
Q2
$12.2M Sell
35,862
-1,517
-4% -$517K 2.15% 10
2023
Q1
$11.5M Sell
37,379
-758
-2% -$234K 2.08% 10
2022
Q4
$11.8M Sell
38,137
-669
-2% -$207K 2.32% 9
2022
Q3
$10.4M Buy
38,806
+2,448
+7% +$654K 2.31% 9
2022
Q2
$9.93M Sell
36,358
-3,554
-9% -$970K 2.27% 10
2022
Q1
$14.1M Buy
39,912
+222
+0.6% +$78.3K 2.15% 10
2021
Q4
$11.9M Buy
39,690
+1,279
+3% +$382K 1.71% 12
2021
Q3
$10.5M Sell
38,411
-502
-1% -$137K 1.74% 12
2021
Q2
$10.8M Buy
38,913
+195
+0.5% +$54.2K 1.82% 12
2021
Q1
$9.89M Sell
38,718
-1,670
-4% -$427K 1.87% 12
2020
Q4
$9.37M Sell
40,388
-6,841
-14% -$1.59M 1.9% 13
2020
Q3
$10.1M Sell
47,229
-10,000
-17% -$2.13M 2.35% 8
2020
Q2
$10.2M Sell
57,229
-1,234
-2% -$220K 2.67% 8
2020
Q1
$10.7M Buy
58,463
+14,172
+32% +$2.59M 3.25% 5
2019
Q4
$10M Buy
44,291
+7,949
+22% +$1.8M 2.08% 14
2019
Q3
$7.56M Buy
36,342
+2,587
+8% +$538K 1.63% 18
2019
Q2
$7.2M Sell
33,755
-1,592
-5% -$339K 1.56% 18
2019
Q1
$7.1M Buy
35,347
+29,193
+474% +$5.86M 1.56% 19
2018
Q4
$1.26M Buy
+6,154
New +$1.26M 0.33% 63