Cardinal Point Wealth Management Partners’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
2023 Q1	$3.01M	Hold	9,741	–	–	0.91%	14
2022 Q4	$3.01M	Hold	9,741	–	–	1.04%	13
2022 Q3	$2.62M	Buy	9,741 +100	+1%	+$26.9K	1.25%	11
2022 Q2	$2.63M	Hold	9,641	–	–	1.26%	12
2022 Q1	$3.4M	Buy	9,641 +100	+1%	+$35.3K	1.52%	11
2021 Q4	$2.85M	Buy	+9,541	New	+$2.85M	1.24%	14