CSIA
Carl Stuart Investment Advisor’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,818
| Closed | -$1.01M | – | 18 |
|
|
2023
Q4 | $1.01M | Hold |
2,818
| – | – | 0.68% | 13 |
|
|
2023
Q3 | $981K | Hold |
2,818
| – | – | 0.79% | 8 |
|
|
2023
Q2 | $961K | Hold |
2,818
| – | – | 0.74% | 8 |
|
|
2023
Q1 | $319K | Hold |
2,818
| – | – | 0.31% | 21 |
|
|
2022
Q4 | $870K | Buy |
2,818
+660
| +31% | +$204K | 0.8% | 8 |
|
|
2022
Q3 | $603K | Hold |
2,158
| – | – | 0.53% | 10 |
|
|
2022
Q2 | $603K | Hold |
2,158
| – | – | 0.52% | 9 |
|
|
2022
Q1 | $7.62M | Hold |
2,158
| – | – | 0.55% | 8 |
|
|
2021
Q4 | $645K | Buy |
+2,158
| New | +$645K | 0.47% | 10 |
|