CW
CreativeOne Wealth’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 | $26.4M | Buy |
54,342
+2,387
| +5% | +$1.16M | 0.69% | 28 |
|
|
2025
Q1 | $27.7M | Buy |
51,955
+5,505
| +12% | +$2.93M | 0.83% | 23 |
|
|
2024
Q4 | $21.1M | Buy |
46,450
+16,328
| +54% | +$7.4M | 0.65% | 33 |
|
|
2024
Q3 | $13.9M | Buy |
30,122
+26,537
| +740% | +$12.2M | 0.47% | 43 |
|
|
2024
Q2 | $1.46M | Sell |
3,585
-24,565
| -87% | -$9.99M | 0.07% | 242 |
|
|
2024
Q1 | $11.8M | Buy |
28,150
+24,749
| +728% | +$10.4M | 0.47% | 46 |
|
|
2023
Q4 | $1.21M | Sell |
3,401
-15,864
| -82% | -$5.66M | 0.08% | 223 |
|
|
2023
Q3 | $6.75M | Buy |
19,265
+7,308
| +61% | +$2.56M | 0.49% | 46 |
|
|
2023
Q2 | $4.08M | Sell |
11,957
-14,850
| -55% | -$5.06M | 0.19% | 98 |
|
|
2023
Q1 | $8.28M | Buy |
26,807
+1,949
| +8% | +$602K | 0.41% | 48 |
|
|
2022
Q4 | $7.68M | Buy |
24,858
+15,785
| +174% | +$4.88M | 0.42% | 51 |
|
|
2022
Q3 | $2.42M | Sell |
9,073
-1,104
| -11% | -$295K | 0.15% | 122 |
|
|
2022
Q2 | $2.78M | Buy |
10,177
+3,134
| +44% | +$856K | 0.15% | 113 |
|
|
2022
Q1 | $2.49M | Buy |
7,043
+2,174
| +45% | +$767K | 0.13% | 130 |
|
|
2021
Q4 | $1.46M | Buy |
4,869
+434
| +10% | +$130K | 0.07% | 234 |
|
|
2021
Q3 | $1.21M | Buy |
4,435
+138
| +3% | +$37.7K | 0.07% | 238 |
|
|
2021
Q2 | $1.19M | Sell |
4,297
-1,724
| -29% | -$479K | 0.07% | 222 |
|
|
2021
Q1 | $1.54M | Buy |
6,021
+553
| +10% | +$141K | 0.12% | 154 |
|
|
2020
Q4 | $1.27M | Buy |
+5,468
| New | +$1.27M | 0.11% | 149 |
|
|
2019
Q4 | – | Sell |
-8,069
| Closed | -$1.68M | – | 223 |
|
|
2019
Q3 | $1.68M | Buy |
8,069
+155
| +2% | +$32.2K | 0.32% | 50 |
|
|
2019
Q2 | $1.69M | Buy |
+7,914
| New | +$1.69M | 0.35% | 50 |
|
|
2018
Q2 | – | Sell |
-3,082
| Closed | -$615K | – | 60 |
|
|
2018
Q1 | $615K | Buy |
+3,082
| New | +$615K | 0.31% | 28 |
|