Curtis Advisory Group’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 | $5.82M | Buy |
11,971
+1,060
| +10% | +$515K | 1.46% | 20 |
|
|
2025
Q1 | $5.81M | Sell |
10,911
-49
| -0.4% | -$26.1K | 1.71% | 16 |
|
|
2024
Q4 | $4.97M | Sell |
10,960
-12
| -0.1% | -$5.44K | 1.31% | 22 |
|
|
2024
Q3 | $5.05M | Hold |
10,972
| – | – | 1.43% | 22 |
|
|
2024
Q2 | $4.46M | Sell |
10,972
-30
| -0.3% | -$12.2K | 1.57% | 22 |
|
|
2024
Q1 | $4.63M | Sell |
11,002
-97
| -0.9% | -$40.8K | 1.79% | 18 |
|
|
2023
Q4 | $3.96M | Sell |
11,099
-54
| -0.5% | -$19.3K | 1.81% | 18 |
|
|
2023
Q3 | $3.91M | Hold |
11,153
| – | – | 1.3% | 16 |
|
|
2023
Q2 | $3.8M | Buy |
11,153
+36
| +0.3% | +$12.3K | 1.22% | 15 |
|
|
2023
Q1 | $3.43M | Buy |
11,117
+73
| +0.7% | +$22.5K | 1.25% | 16 |
|
|
2022
Q4 | $3.41M | Sell |
11,044
-15,995
| -59% | -$4.94M | 1.36% | 16 |
|
|
2022
Q3 | $7.22M | Sell |
27,039
-20
| -0.1% | -$5.34K | 2.97% | 8 |
|
|
2022
Q2 | $7.39M | Buy |
27,059
+15,846
| +141% | +$4.33M | 2.93% | 8 |
|
|
2022
Q1 | $3.96M | Sell |
11,213
-144
| -1% | -$50.8K | 1.34% | 15 |
|
|
2021
Q4 | $3.4M | Buy |
11,357
+40
| +0.4% | +$12K | 1.11% | 17 |
|
|
2021
Q3 | $3.09M | Sell |
11,317
-24
| -0.2% | -$6.55K | 1.12% | 17 |
|
|
2021
Q2 | $3.15M | Buy |
11,341
+93
| +0.8% | +$25.8K | 1.37% | 16 |
|
|
2021
Q1 | $2.87M | Buy |
11,248
+36
| +0.3% | +$9.2K | 1.27% | 20 |
|
|
2020
Q4 | $2.6M | Sell |
11,212
-105
| -0.9% | -$24.3K | 1.27% | 15 |
|
|
2020
Q3 | $2.41M | Sell |
11,317
-491
| -4% | -$105K | 1.42% | 14 |
|
|
2020
Q2 | $2.11M | Sell |
11,808
-24,425
| -67% | -$4.36M | 1.51% | 13 |
|
|
2020
Q1 | $6.62M | Sell |
36,233
-4,033
| -10% | -$737K | 4.37% | 8 |
|
|
2019
Q4 | $9.12M | Buy |
+40,266
| New | +$9.12M | 5.25% | 7 |
|