Creative Financial Designs’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
$1.93M Sell
3,978
-1,181
-23% -$574K 0.14% 138
2025
Q1
$2.75M Sell
5,159
-231
-4% -$123K 0.22% 93
2024
Q4
$2.44M Buy
5,390
+430
+9% +$195K 0.2% 102
2024
Q3
$2.28M Buy
4,960
+82
+2% +$37.7K 0.19% 105
2024
Q2
$1.98M Buy
4,878
+116
+2% +$47.2K 0.18% 112
2024
Q1
$2M Buy
4,762
+588
+14% +$247K 0.19% 105
2023
Q4
$1.49M Buy
4,174
+1,078
+35% +$384K 0.15% 125
2023
Q3
$1.08M Buy
3,096
+267
+9% +$93.5K 0.13% 139
2023
Q2
$965K Buy
2,829
+72
+3% +$24.6K 0.11% 156
2023
Q1
$851K Buy
2,757
+64
+2% +$19.8K 0.11% 155
2022
Q4
$832K Buy
2,693
+305
+13% +$94.2K 0.12% 145
2022
Q3
$638K Buy
2,388
+190
+9% +$50.8K 0.1% 160
2022
Q2
$600K Sell
2,198
-55
-2% -$15K 0.1% 165
2022
Q1
$795K Sell
2,253
-16
-0.7% -$5.65K 0.12% 145
2021
Q4
$679K Sell
2,269
-37
-2% -$11.1K 0.1% 159
2021
Q3
$629K Buy
2,306
+16
+0.7% +$4.36K 0.1% 155
2021
Q2
$636K Buy
2,290
+56
+3% +$15.6K 0.11% 156
2021
Q1
$571K Sell
2,234
-525
-19% -$134K 0.11% 151
2020
Q4
$640K Sell
2,759
-92
-3% -$21.3K 0.14% 130
2020
Q3
$607K Sell
2,851
-27
-0.9% -$5.75K 0.15% 117
2020
Q2
$514K Buy
2,878
+214
+8% +$38.2K 0.16% 111
2020
Q1
$487K Sell
2,664
-2,546
-49% -$465K 0.25% 70
2019
Q4
$1.19M Sell
5,210
-707
-12% -$161K 0.53% 50
2019
Q3
$1.2M Sell
5,917
-40
-0.7% -$8.13K 0.65% 42
2019
Q2
$1.28M Buy
5,957
+1,512
+34% +$325K 0.7% 39
2019
Q1
$893K Buy
4,445
+2,602
+141% +$523K 0.53% 47
2018
Q4
$376K Sell
1,843
-350
-16% -$71.4K 0.27% 74
2018
Q3
$470K Sell
2,193
-360
-14% -$77.2K 0.27% 73
2018
Q2
$477K Buy
2,553
+15
+0.6% +$2.8K 0.28% 77
2018
Q1
$506K Sell
2,538
-686
-21% -$137K 0.32% 73
2017
Q4
$639K Sell
3,224
-4,726
-59% -$937K 0.43% 63
2017
Q3
$1.46M Buy
7,950
+2,177
+38% +$399K 0.84% 34
2017
Q2
$978K Buy
5,773
+405
+8% +$68.6K 0.63% 48
2017
Q1
$895K Buy
5,368
+3,629
+209% +$605K 0.64% 47
2016
Q4
$283K Buy
+1,739
New +$283K 0.23% 93