Cassady Schiller Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $427K | Buy |
942
+118
| +14% | +$53.5K | 0.16% | 73 |
|
|
2024
Q3 | $379K | Hold |
824
| – | – | 0.14% | 78 |
|
|
2024
Q2 | $335K | Sell |
824
-569
| -41% | -$231K | 0.14% | 81 |
|
|
2024
Q1 | $586K | Hold |
1,393
| – | – | 0.26% | 58 |
|
|
2023
Q4 | $497K | Hold |
1,393
| – | – | 0.25% | 62 |
|
|
2023
Q3 | $488K | Buy |
1,393
+263
| +23% | +$92.1K | 0.27% | 53 |
|
|
2023
Q2 | $385K | Hold |
1,130
| – | – | 0.21% | 74 |
|
|
2023
Q1 | $349K | Hold |
1,130
| – | – | 0.16% | 76 |
|
|
2022
Q4 | $349K | Sell |
1,130
-172
| -13% | -$53.1K | 0.21% | 76 |
|
|
2022
Q3 | $348K | Buy |
1,302
+43
| +3% | +$11.5K | 0.2% | 75 |
|
|
2022
Q2 | $344K | Buy |
1,259
+46
| +4% | +$12.6K | 0.18% | 71 |
|
|
2022
Q1 | $428K | Buy |
1,213
+40
| +3% | +$14.1K | 0.21% | 70 |
|
|
2021
Q4 | $351K | Buy |
+1,173
| New | +$351K | 0.21% | 70 |
|