CA
Cumberland Advisors’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 | $13.4M | Buy |
27,576
+175
| +0.6% | +$85K | 5.64% | 4 |
|
|
2025
Q1 | $14.6M | Sell |
27,401
-64
| -0.2% | -$34.1K | 6.62% | 4 |
|
|
2024
Q4 | $12.4M | Buy |
27,465
+1,070
| +4% | +$485K | 4.97% | 5 |
|
|
2024
Q3 | $12.1M | Buy |
26,395
+60
| +0.2% | +$27.6K | 4.83% | 5 |
|
|
2024
Q2 | $10.7M | Sell |
26,335
-800
| -3% | -$325K | 4.39% | 7 |
|
|
2024
Q1 | $11.4M | Buy |
27,135
+1,355
| +5% | +$570K | 4.24% | 6 |
|
|
2023
Q4 | $9.19M | Sell |
25,780
-285
| -1% | -$102K | 3.95% | 7 |
|
|
2023
Q3 | $9.13M | Buy |
26,065
+60
| +0.2% | +$21K | 4.05% | 8 |
|
|
2023
Q2 | $8.87M | Sell |
26,005
-12,015
| -32% | -$4.1M | 4.05% | 7 |
|
|
2023
Q1 | $11.7M | Sell |
38,020
-310
| -0.8% | -$95.7K | 4.82% | 6 |
|
|
2022
Q4 | $11.8M | Sell |
38,330
-6,157
| -14% | -$1.9M | 5.13% | 6 |
|
|
2022
Q3 | $11.9M | Sell |
44,487
-380
| -0.8% | -$101K | 4.73% | 7 |
|
|
2022
Q2 | $12.3M | Buy |
44,867
+1,405
| +3% | +$384K | 4.07% | 7 |
|
|
2022
Q1 | $15.3M | Buy |
43,462
+777
| +2% | +$274K | 3.55% | 10 |
|
|
2021
Q4 | $12.8M | Buy |
42,685
+1,225
| +3% | +$366K | 2.67% | 13 |
|
|
2021
Q3 | $11.3M | Buy |
41,460
+3,325
| +9% | +$908K | 2.62% | 13 |
|
|
2021
Q2 | $10.6M | Buy |
38,135
+1,523
| +4% | +$423K | 2.49% | 12 |
|
|
2021
Q1 | $9.35M | Buy |
36,612
+1,835
| +5% | +$469K | 2.32% | 14 |
|
|
2020
Q4 | $8.06M | Buy |
+34,777
| New | +$8.06M | 2.95% | 10 |
|
|
2020
Q2 | $5.78M | Sell |
32,382
-350
| -1% | -$62.5K | 2.19% | 15 |
|
|
2020
Q1 | $5.98M | Buy |
32,732
+18,070
| +123% | +$3.3M | 2.44% | 14 |
|
|
2019
Q4 | $3.32M | Sell |
14,662
-305
| -2% | -$69.1K | 1.14% | 23 |
|
|
2019
Q3 | $3.11M | Buy |
14,967
+230
| +2% | +$47.8K | 0.88% | 26 |
|
|
2019
Q2 | $3.14M | Sell |
14,737
-500
| -3% | -$107K | 1.06% | 24 |
|
|
2019
Q1 | $3.06M | Buy |
+15,237
| New | +$3.06M | 1.06% | 22 |
|