CFP
Curran Financial Partners’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 | $743K | Sell |
1,530
-1,103
| -42% | -$536K | 0.16% | 71 |
|
|
2025
Q1 | $1.4M | Buy |
2,633
+290
| +12% | +$154K | 0.34% | 42 |
|
|
2024
Q4 | $1.06M | Buy |
2,343
+402
| +21% | +$182K | 0.28% | 49 |
|
|
2024
Q3 | $893K | Sell |
1,941
-25
| -1% | -$11.5K | 0.25% | 54 |
|
|
2024
Q2 | $800K | Buy |
1,966
+116
| +6% | +$47.2K | 0.27% | 57 |
|
|
2024
Q1 | $778K | Sell |
1,850
-5
| -0.3% | -$2.1K | 0.27% | 52 |
|
|
2023
Q4 | $699K | Sell |
1,855
-1,096
| -37% | -$413K | 0.27% | 52 |
|
|
2023
Q3 | $1.03M | Sell |
2,951
-200
| -6% | -$70.1K | 0.45% | 41 |
|
|
2023
Q2 | $1.07M | Buy |
3,151
+63
| +2% | +$21.5K | 0.47% | 40 |
|
|
2023
Q1 | $953K | Buy |
3,088
+61
| +2% | +$18.8K | 0.45% | 39 |
|
|
2022
Q4 | $935K | Buy |
+3,027
| New | +$935K | 0.45% | 41 |
|
|
2022
Q2 | – | Sell |
-649
| Closed | -$229K | – | 58 |
|
|
2022
Q1 | $229K | Buy |
+649
| New | +$229K | 0.09% | 70 |
|