CPA Asset Management’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 | $2.52M | Hold |
5,184
| – | – | 1.06% | 21 |
|
|
2025
Q1 | $2.76M | Hold |
5,184
| – | – | 1.22% | 20 |
|
|
2024
Q4 | $2.35M | Hold |
5,184
| – | – | 1.09% | 21 |
|
|
2024
Q3 | $2.39M | Hold |
5,184
| – | – | 1.15% | 20 |
|
|
2024
Q2 | $2.11M | Sell |
5,184
-319
| -6% | -$130K | 1.13% | 19 |
|
|
2024
Q1 | $2.31M | Hold |
5,503
| – | – | 1.3% | 19 |
|
|
2023
Q4 | $1.96M | Hold |
5,503
| – | – | 1.19% | 19 |
|
|
2023
Q3 | $1.93M | Buy |
5,503
+182
| +3% | +$63.8K | 1.35% | 17 |
|
|
2023
Q2 | $1.81M | Hold |
5,321
| – | – | 1.3% | 20 |
|
|
2023
Q1 | $1.64M | Hold |
5,321
| – | – | 1.23% | 21 |
|
|
2022
Q4 | $1.64M | Buy |
+5,321
| New | +$1.64M | 1.26% | 20 |
|