Cumberland Partners’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 | $4.08M | Sell |
8,392
-125
| -1% | -$60.7K | 0.28% | 62 |
|
|
2025
Q1 | $4.54M | Sell |
8,517
-258
| -3% | -$137K | 0.35% | 57 |
|
|
2024
Q4 | $3.98M | Sell |
8,775
-592
| -6% | -$268K | 0.28% | 59 |
|
|
2024
Q3 | $4.31M | Sell |
9,367
-98
| -1% | -$45.1K | 0.3% | 65 |
|
|
2024
Q2 | $3.85M | Buy |
9,465
+121
| +1% | +$49.2K | 0.28% | 66 |
|
|
2024
Q1 | $3.93M | Buy |
9,344
+1,324
| +17% | +$557K | 0.29% | 68 |
|
|
2023
Q4 | $2.81M | Hold |
8,020
| – | – | 0.26% | 71 |
|
|
2023
Q3 | $2.81M | Sell |
8,020
-3
| -0% | -$1.05K | 0.27% | 72 |
|
|
2023
Q2 | $2.74M | Buy |
8,023
+122
| +2% | +$41.6K | 0.25% | 74 |
|
|
2023
Q1 | $2.44M | Buy |
7,901
+290
| +4% | +$89.5K | 0.24% | 79 |
|
|
2022
Q4 | $2.35M | Buy |
+7,611
| New | +$2.35M | 0.25% | 76 |
|
|
2022
Q2 | – | Sell |
-512
| Closed | -$181K | – | 164 |
|
|
2022
Q1 | $181K | Sell |
512
-132
| -20% | -$46.7K | 0.01% | 168 |
|
|
2021
Q4 | $193K | Buy |
+644
| New | +$193K | 0.01% | 172 |
|
|
2021
Q3 | – | Sell |
-512
| Closed | -$142K | – | 191 |
|
|
2021
Q2 | $142K | Hold |
512
| – | – | 0.01% | 175 |
|
|
2021
Q1 | $131K | Sell |
512
-528
| -51% | -$135K | 0.01% | 172 |
|
|
2020
Q4 | $241K | Buy |
1,040
+10
| +1% | +$2.32K | 0.02% | 155 |
|
|
2020
Q3 | $219K | Sell |
1,030
-617
| -37% | -$131K | 0.02% | 143 |
|
|
2020
Q2 | $294K | Sell |
1,647
-19
| -1% | -$3.39K | 0.03% | 144 |
|
|
2020
Q1 | $304K | Sell |
1,666
-16
| -1% | -$2.92K | 0.04% | 144 |
|
|
2019
Q4 | $381K | Hold |
1,682
| – | – | 0.03% | 145 |
|
|
2019
Q3 | $350K | Sell |
1,682
-400
| -19% | -$83.2K | 0.03% | 146 |
|
|
2019
Q2 | $444K | Sell |
2,082
-331
| -14% | -$70.6K | 0.04% | 140 |
|
|
2019
Q1 | $485K | Sell |
2,413
-5,234
| -68% | -$1.05M | 0.05% | 134 |
|
|
2018
Q4 | $1.56M | Sell |
7,647
-1,745
| -19% | -$356K | 0.18% | 88 |
|
|
2018
Q3 | $2.01M | Sell |
9,392
-650
| -6% | -$139K | 0.19% | 81 |
|
|
2018
Q2 | $1.87M | Buy |
10,042
+7,347
| +273% | +$1.37M | 0.19% | 81 |
|
|
2018
Q1 | $538K | Buy |
2,695
+150
| +6% | +$29.9K | 0.08% | 49 |
|
|
2017
Q4 | $505K | Sell |
2,545
-85
| -3% | -$16.9K | 0.07% | 52 |
|
|
2017
Q3 | $482K | Hold |
2,630
| – | – | 0.06% | 53 |
|
|
2017
Q2 | $445K | Sell |
2,630
-100
| -4% | -$16.9K | 0.06% | 52 |
|
|
2017
Q1 | $455K | Hold |
2,730
| – | – | 0.07% | 52 |
|
|
2016
Q4 | $445K | Hold |
2,730
| – | – | 0.07% | 47 |
|
|
2016
Q3 | $394K | Sell |
2,730
-50
| -2% | -$7.22K | 0.06% | 52 |
|
|
2016
Q2 | $402K | Buy |
2,780
+50
| +2% | +$7.23K | 0.06% | 50 |
|
|
2016
Q1 | $387K | Hold |
2,730
| – | – | 0.05% | 49 |
|
|
2015
Q4 | $361K | Hold |
2,730
| – | – | 0.05% | 53 |
|
|
2015
Q3 | $356K | Sell |
2,730
-20,855
| -88% | -$2.72M | 0.04% | 55 |
|
|
2015
Q2 | $3.21M | Sell |
23,585
-1,920
| -8% | -$261K | 0.37% | 37 |
|
|
2015
Q1 | $3.68M | Sell |
25,505
-1,900
| -7% | -$274K | 0.4% | 37 |
|
|
2014
Q4 | $4.11M | Sell |
27,405
-5,810
| -17% | -$872K | 0.43% | 37 |
|
|
2014
Q3 | $4.59M | Sell |
33,215
-3,125
| -9% | -$432K | 0.56% | 30 |
|
|
2014
Q2 | $4.6M | Sell |
36,340
-11,215
| -24% | -$1.42M | 0.52% | 33 |
|
|
2014
Q1 | $5.94M | Sell |
47,555
-218,125
| -82% | -$27.3M | 0.69% | 28 |
|
|
2013
Q4 | $31.5M | Buy |
265,680
+7,530
| +3% | +$893K | 3.41% | 13 |
|
|
2013
Q3 | $29.3M | Sell |
258,150
-920
| -0.4% | -$104K | 3.6% | 11 |
|
|
2013
Q2 | $29M | Buy |
+259,070
| New | +$29M | 3.7% | 9 |
|