CWM
Cranbrook Wealth Management’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 | $500K | Buy |
1,030
+27
| +3% | +$13.1K | 0.11% | 76 |
|
2025
Q1 | $534K | Hold |
1,003
| – | – | 0.12% | 74 |
|
2024
Q4 | $455K | Hold |
1,003
| – | – | 0.11% | 83 |
|
2024
Q3 | $462K | Buy |
1,003
+18
| +2% | +$8.29K | 0.11% | 83 |
|
2024
Q2 | $401K | Hold |
985
| – | – | 0.1% | 82 |
|
2024
Q1 | $414K | Hold |
985
| – | – | 0.1% | 76 |
|
2023
Q4 | $351K | Buy |
985
+500
| +103% | +$178K | 0.09% | 79 |
|
2023
Q3 | $170K | Hold |
485
| – | – | 0.05% | 91 |
|
2023
Q2 | $165K | Hold |
485
| – | – | 0.05% | 100 |
|
2023
Q1 | $150K | Hold |
485
| – | – | 0.04% | 101 |
|
2022
Q4 | $150K | Hold |
485
| – | – | 0.04% | 103 |
|
2022
Q3 | $130K | Hold |
485
| – | – | 0.03% | 112 |
|
2022
Q2 | $132K | Hold |
485
| – | – | 0.03% | 115 |
|
2022
Q1 | $171K | Hold |
485
| – | – | 0.04% | 112 |
|
2021
Q4 | $145K | Hold |
485
| – | – | 0.03% | 116 |
|
2021
Q3 | $132K | Buy |
485
+55
| +13% | +$15K | 0.03% | 122 |
|
2021
Q2 | $120K | Hold |
430
| – | – | 0.03% | 126 |
|
2021
Q1 | $110K | Hold |
430
| – | – | 0.03% | 126 |
|
2020
Q4 | $100K | Hold |
430
| – | – | 0.03% | 124 |
|
2020
Q3 | $92K | Hold |
430
| – | – | 0.03% | 117 |
|
2020
Q2 | $77K | Hold |
430
| – | – | 0.02% | 119 |
|
2020
Q1 | $79K | Hold |
430
| – | – | 0.03% | 113 |
|
2019
Q4 | $97K | Hold |
430
| – | – | 0.03% | 112 |
|
2019
Q3 | $89K | Hold |
430
| – | – | 0.03% | 112 |
|
2019
Q2 | $92K | Hold |
430
| – | – | 0.03% | 107 |
|
2019
Q1 | $86K | Hold |
430
| – | – | 0.03% | 107 |
|
2018
Q4 | $88K | Hold |
430
| – | – | 0.03% | 107 |
|
2018
Q3 | $92K | Hold |
430
| – | – | 0.03% | 99 |
|
2018
Q2 | $80K | Hold |
430
| – | – | 0.03% | 102 |
|
2018
Q1 | $86K | Hold |
430
| – | – | 0.03% | 96 |
|
2017
Q4 | $85K | Buy |
430
+30
| +8% | +$5.93K | 0.03% | 98 |
|
2017
Q3 | $73K | Hold |
400
| – | – | 0.03% | 97 |
|
2017
Q2 | $68K | Hold |
400
| – | – | 0.03% | 101 |
|
2017
Q1 | $67K | Sell |
400
-300
| -43% | -$50.3K | 0.03% | 93 |
|
2016
Q4 | $114K | Hold |
700
| – | – | 0.06% | 76 |
|
2016
Q3 | $101K | Buy |
+700
| New | +$101K | 0.05% | 75 |
|
2016
Q2 | – | Sell |
-700
| Closed | -$99K | – | 202 |
|
2016
Q1 | $99K | Hold |
700
| – | – | 0.05% | 78 |
|
2015
Q4 | $92K | Hold |
700
| – | – | 0.05% | 77 |
|
2015
Q3 | $91K | Hold |
700
| – | – | 0.05% | 79 |
|
2015
Q2 | $95K | Hold |
700
| – | – | 0.05% | 79 |
|
2015
Q1 | $101K | Hold |
700
| – | – | 0.06% | 79 |
|
2014
Q4 | $105K | Hold |
700
| – | – | 0.07% | 78 |
|
2014
Q3 | $97K | Hold |
700
| – | – | 0.07% | 66 |
|
2014
Q2 | $89K | Hold |
700
| – | – | 0.06% | 67 |
|
2014
Q1 | $87K | Sell |
700
-600
| -46% | -$74.6K | 0.06% | 69 |
|
2013
Q4 | $154K | Buy |
+1,300
| New | +$154K | 0.11% | 62 |
|