CWS
Cypress Wealth Services’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 | $5.26M | Buy |
10,829
+617
| +6% | +$300K | 0.94% | 27 |
|
|
2025
Q1 | $5.44M | Sell |
10,212
-78
| -0.8% | -$41.5K | 1.1% | 20 |
|
|
2024
Q4 | $4.66M | Buy |
10,290
+291
| +3% | +$132K | 0.94% | 27 |
|
|
2024
Q3 | $4.6M | Buy |
9,999
+678
| +7% | +$312K | 0.95% | 25 |
|
|
2024
Q2 | $3.79M | Buy |
9,321
+139
| +2% | +$56.5K | 0.84% | 28 |
|
|
2024
Q1 | $3.86M | Sell |
9,182
-903
| -9% | -$380K | 0.9% | 25 |
|
|
2023
Q4 | $3.6M | Buy |
10,085
+343
| +4% | +$122K | 0.9% | 26 |
|
|
2023
Q3 | $3.41M | Buy |
9,742
+60
| +0.6% | +$21K | 0.95% | 24 |
|
|
2023
Q2 | $3.33M | Buy |
9,682
+331
| +4% | +$114K | 0.88% | 27 |
|
|
2023
Q1 | $2.89M | Buy |
9,351
+1,135
| +14% | +$350K | 0.85% | 26 |
|
|
2022
Q4 | $2.54M | Buy |
8,216
+43
| +0.5% | +$13.3K | 0.82% | 29 |
|
|
2022
Q3 | $2.2M | Sell |
8,173
-1,182
| -13% | -$318K | 0.75% | 30 |
|
|
2022
Q2 | $2.55M | Sell |
9,355
-312
| -3% | -$85.2K | 0.81% | 29 |
|
|
2022
Q1 | $3.41M | Sell |
9,667
-44
| -0.5% | -$15.5K | 0.93% | 27 |
|
|
2021
Q4 | $2.9M | Buy |
9,711
+21
| +0.2% | +$6.28K | 0.79% | 33 |
|
|
2021
Q3 | $2.65M | Sell |
9,690
-2,074
| -18% | -$566K | 0.79% | 34 |
|
|
2021
Q2 | $3.27M | Sell |
11,764
-108
| -0.9% | -$30K | 0.89% | 31 |
|
|
2021
Q1 | $3.03M | Buy |
11,872
+792
| +7% | +$202K | 0.63% | 39 |
|
|
2020
Q4 | $2.57M | Buy |
+11,080
| New | +$2.57M | 0.57% | 41 |
|
|
2020
Q3 | – | Sell |
-11,961
| Closed | -$2.14M | – | 30 |
|
|
2020
Q2 | $2.14M | Buy |
11,961
+656
| +6% | +$117K | 0.51% | 54 |
|
|
2020
Q1 | $2.07M | Buy |
11,305
+849
| +8% | +$155K | 0.61% | 50 |
|
|
2019
Q4 | $2.37M | Sell |
10,456
-1,798
| -15% | -$407K | 0.6% | 53 |
|
|
2019
Q3 | $2.55M | Buy |
12,254
+61
| +0.5% | +$12.7K | 0.7% | 43 |
|
|
2019
Q2 | $2.6M | Buy |
12,193
+473
| +4% | +$101K | 0.75% | 42 |
|
|
2019
Q1 | $2.35M | Buy |
11,720
+3,993
| +52% | +$802K | 0.75% | 43 |
|
|
2018
Q4 | $1.58M | Buy |
7,727
+448
| +6% | +$91.5K | 0.63% | 49 |
|
|
2018
Q3 | $1.56M | Buy |
7,279
+170
| +2% | +$36.4K | 0.56% | 52 |
|
|
2018
Q2 | $1.33M | Buy |
7,109
+1,595
| +29% | +$298K | 0.5% | 58 |
|
|
2018
Q1 | $1.1M | Sell |
5,514
-25
| -0.5% | -$4.99K | 0.47% | 62 |
|
|
2017
Q4 | $1.1M | Buy |
+5,539
| New | +$1.1M | 0.46% | 60 |
|