Cardinal Point Wealth Management Partners’s Berkshire Hathaway Class A BRK.A Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
$931K Hold
2
0.28% 29
2022
Q4
$937K Hold
2
0.32% 26
2022
Q3
$812K Hold
2
0.39% 23
2022
Q2
$818K Hold
2
0.39% 26
2022
Q1
$1.06M Hold
2
0.47% 18
2021
Q4
$901K Buy
+2
New +$901K 0.39% 21