CWA
Cascade 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 | $443K | Buy |
951
+31
| +3% | +$14.4K | 0.25% | 38 |
|
|
2025
Q1 | $486K | Buy |
920
+420
| +84% | +$222K | 0.34% | 31 |
|
|
2024
Q4 | $227K | Hold |
500
| – | – | 0.15% | 44 |
|
|
2024
Q3 | $230K | Hold |
500
| – | – | 0.16% | 46 |
|
|
2024
Q2 | $217K | Hold |
500
| – | – | 0.16% | 49 |
|
|
2024
Q1 | $202K | Buy |
+500
| New | +$202K | 0.17% | 48 |
|