Caliber Wealth Management (Utah)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.15M | Buy |
7,485
+40
| +0.5% | +$16.8K | 1.67% | 19 |
|
|
2023
Q4 | $2.66M | Buy |
7,445
+181
| +2% | +$64.6K | 1.56% | 25 |
|
|
2023
Q3 | $2.54M | Buy |
7,264
+197
| +3% | +$69K | 1.71% | 15 |
|
|
2023
Q2 | $2.41M | Buy |
7,067
+222
| +3% | +$75.7K | 1.61% | 18 |
|
|
2023
Q1 | $2.11M | Buy |
6,845
+1,417
| +26% | +$438K | 1.58% | 20 |
|
|
2022
Q4 | $1.68M | Sell |
5,428
-3,094
| -36% | -$956K | 1.28% | 30 |
|
|
2022
Q3 | $2.28M | Buy |
8,522
+139
| +2% | +$37.1K | 1.8% | 20 |
|
|
2022
Q2 | $2.29M | Sell |
8,383
-131
| -2% | -$35.8K | 1.78% | 19 |
|
|
2022
Q1 | $3.01M | Buy |
8,514
+740
| +10% | +$261K | 1.92% | 14 |
|
|
2021
Q4 | $2.52M | Buy |
7,774
+1,529
| +24% | +$496K | 1.74% | 18 |
|
|
2021
Q3 | $1.77M | Buy |
6,245
+385
| +7% | +$109K | 1.24% | 41 |
|
|
2021
Q2 | $1.63M | Buy |
5,860
+654
| +13% | +$182K | 1.15% | 36 |
|
|
2021
Q1 | $1.33M | Buy |
5,206
+59
| +1% | +$15.1K | 0.97% | 40 |
|
|
2020
Q4 | $1.19M | Buy |
+5,147
| New | +$1.19M | 1.17% | 40 |
|