Cyndeo Wealth 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 | $1.78M | Buy |
3,654
+11
| +0.3% | +$5.34K | 0.11% | 173 |
|
|
2025
Q1 | $1.94M | Buy |
3,643
+363
| +11% | +$193K | 0.13% | 165 |
|
|
2024
Q4 | $1.49M | Buy |
3,280
+450
| +16% | +$204K | 0.1% | 185 |
|
|
2024
Q3 | $1.3M | Buy |
2,830
+174
| +7% | +$80.1K | 0.09% | 191 |
|
|
2024
Q2 | $1.08M | Buy |
2,656
+132
| +5% | +$53.7K | 0.08% | 203 |
|
|
2024
Q1 | $1.06M | Buy |
2,524
+409
| +19% | +$172K | 0.09% | 190 |
|
|
2023
Q4 | $754K | Buy |
2,115
+205
| +11% | +$73.1K | 0.07% | 213 |
|
|
2023
Q3 | $669K | Buy |
1,910
+725
| +61% | +$254K | 0.07% | 201 |
|
|
2023
Q2 | $404K | Buy |
1,185
+31
| +3% | +$10.6K | 0.04% | 236 |
|
|
2023
Q1 | $356K | Sell |
1,154
-108
| -9% | -$33.3K | 0.04% | 242 |
|
|
2022
Q4 | $390K | Buy |
+1,262
| New | +$390K | 0.05% | 236 |
|