CCG Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-1
| Closed | -$451K | – | 122 |
|
2021
Q4 | $451K | Hold |
1
| – | – | 0.24% | 45 |
|
2021
Q3 | $411K | Hold |
1
| – | – | 0.24% | 59 |
|
2021
Q2 | $419K | Hold |
1
| – | – | 0.33% | 38 |
|
2021
Q1 | $386K | Hold |
1
| – | – | 0.38% | 40 |
|
2020
Q4 | $348K | Hold |
1
| – | – | 0.37% | 45 |
|
2020
Q3 | $320K | Hold |
1
| – | – | 0.3% | 33 |
|
2020
Q2 | $267K | Hold |
1
| – | – | 0.25% | 37 |
|
2020
Q1 | $272K | Hold |
1
| – | – | 0.26% | 40 |
|
2019
Q4 | $340K | Buy |
+1
| New | +$340K | 0.22% | 55 |
|