CWA
Canvas Wealth Advisors’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 | $5.22M | Buy |
10,832
+359
| +3% | +$173K | 1.03% | 21 |
|
|
2025
Q1 | $5.45M | Buy |
10,473
+321
| +3% | +$167K | 1.4% | 19 |
|
|
2024
Q4 | $4.6M | Buy |
10,152
+161
| +2% | +$73K | 1.16% | 22 |
|
|
2024
Q3 | $4.6M | Buy |
9,991
+297
| +3% | +$137K | 1.27% | 22 |
|
|
2024
Q2 | $4.28M | Buy |
9,694
+171
| +2% | +$75.5K | 1.32% | 21 |
|
|
2024
Q1 | $3.79M | Sell |
9,523
-261
| -3% | -$104K | 1.27% | 21 |
|
|
2023
Q4 | $3.56M | Buy |
9,784
+26
| +0.3% | +$9.45K | 1.29% | 19 |
|
|
2023
Q3 | $3.28M | Buy |
9,758
+51
| +0.5% | +$17.1K | 1.35% | 18 |
|
|
2023
Q2 | $3.39M | Sell |
9,707
-152
| -2% | -$53.1K | 1.26% | 18 |
|
|
2023
Q1 | $3.22M | Sell |
9,859
-1,146
| -10% | -$374K | 1.35% | 18 |
|
|
2022
Q4 | $3.39M | Buy |
11,005
+369
| +3% | +$114K | 1.42% | 14 |
|
|
2022
Q3 | $3.07M | Sell |
10,636
-822
| -7% | -$237K | 1.31% | 15 |
|
|
2022
Q2 | $3.13M | Sell |
11,458
-1,351
| -11% | -$369K | 1.26% | 17 |
|
|
2022
Q1 | $4.09M | Buy |
12,809
+43
| +0.3% | +$13.7K | 1.49% | 14 |
|
|
2021
Q4 | $3.82M | Buy |
12,766
+58
| +0.5% | +$17.3K | 1.37% | 15 |
|
|
2021
Q3 | $3.47M | Buy |
12,708
+81
| +0.6% | +$22.1K | 1.42% | 18 |
|
|
2021
Q2 | $3.51M | Buy |
12,627
+325
| +3% | +$90.3K | 1.57% | 17 |
|
|
2021
Q1 | $3.3M | Buy |
+12,302
| New | +$3.3M | 1.92% | 13 |
|