Creative Capital Management Investments’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 | $954K | Sell |
1,963
-521
| -21% | -$253K | 0.34% | 20 |
|
2025
Q1 | $1.32M | Hold |
2,484
| – | – | 0.51% | 16 |
|
2024
Q4 | $1.13M | Hold |
2,484
| – | – | 0.47% | 18 |
|
2024
Q3 | $1.14M | Buy |
2,484
+40
| +2% | +$18.4K | 0.48% | 17 |
|
2024
Q2 | $994K | Buy |
2,444
+6
| +0.2% | +$2.44K | 0.48% | 17 |
|
2024
Q1 | $1.03M | Hold |
2,438
| – | – | 0.53% | 17 |
|
2023
Q4 | $870K | Hold |
2,438
| – | – | 0.5% | 17 |
|
2023
Q3 | $854K | Buy |
2,438
+1,298
| +114% | +$455K | 0.59% | 16 |
|
2023
Q2 | $389K | Hold |
1,140
| – | – | 0.28% | 25 |
|
2023
Q1 | $352K | Sell |
1,140
-23
| -2% | -$7.1K | 0.26% | 28 |
|
2022
Q4 | $359K | Buy |
+1,163
| New | +$359K | 0.31% | 25 |
|