Personal CFO Solutions’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 | $5.05M | Buy |
10,402
+209
| +2% | +$102K | 0.93% | 13 |
|
|
2025
Q1 | $5.43M | Buy |
10,193
+227
| +2% | +$121K | 1.1% | 12 |
|
|
2024
Q4 | $4.52M | Buy |
9,966
+203
| +2% | +$92K | 0.89% | 16 |
|
|
2024
Q3 | $4.49M | Buy |
9,763
+363
| +4% | +$167K | 0.63% | 33 |
|
|
2024
Q2 | $3.82M | Buy |
9,400
+107
| +1% | +$43.5K | 0.59% | 31 |
|
|
2024
Q1 | $3.91M | Buy |
9,293
+159
| +2% | +$66.9K | 0.61% | 33 |
|
|
2023
Q4 | $3.26M | Buy |
9,134
+119
| +1% | +$42.4K | 0.56% | 35 |
|
|
2023
Q3 | $3.16M | Buy |
9,015
+96
| +1% | +$33.6K | 0.62% | 32 |
|
|
2023
Q2 | $3.04M | Buy |
8,919
+67
| +0.8% | +$22.8K | 0.62% | 30 |
|
|
2023
Q1 | $2.73M | Buy |
8,852
+356
| +4% | +$110K | 0.56% | 34 |
|
|
2022
Q4 | $2.62M | Buy |
8,496
+100
| +1% | +$30.9K | 0.56% | 34 |
|
|
2022
Q3 | $2.24M | Sell |
8,396
-93
| -1% | -$24.8K | 0.56% | 38 |
|
|
2022
Q2 | $2.32M | Buy |
8,489
+1,025
| +14% | +$280K | 0.54% | 39 |
|
|
2022
Q1 | $2.63M | Buy |
7,464
+101
| +1% | +$35.6K | 0.52% | 39 |
|
|
2021
Q4 | $2.2M | Sell |
7,363
-4
| -0.1% | -$1.2K | 0.41% | 46 |
|
|
2021
Q3 | $2.01M | Buy |
7,367
+41
| +0.6% | +$11.2K | 0.41% | 44 |
|
|
2021
Q2 | $2.04M | Buy |
7,326
+4,590
| +168% | +$1.28M | 0.42% | 45 |
|
|
2021
Q1 | $699K | Buy |
2,736
+111
| +4% | +$28.4K | 0.15% | 125 |
|
|
2020
Q4 | $609K | Sell |
2,625
-4,480
| -63% | -$1.04M | 0.15% | 128 |
|
|
2020
Q3 | $2K | Sell |
7,105
-68
| -0.9% | -$19 | 0.67% | 33 |
|
|
2020
Q2 | $1.28M | Sell |
7,173
-69
| -1% | -$12.3K | 0.38% | 61 |
|
|
2020
Q1 | $1.32M | Buy |
7,242
+1,271
| +21% | +$232K | 0.48% | 46 |
|
|
2019
Q4 | $1.35M | Buy |
+5,971
| New | +$1.35M | 0.39% | 47 |
|