Charles Carroll Financial 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
Q4
$1.78M Buy
5,000
+100
+2% +$35.7K 1.92% 18
2023
Q3
$1.72M Buy
4,900
+1,175
+32% +$412K 2.13% 15
2023
Q2
$1.27M Buy
3,725
+715
+24% +$244K 1.62% 18
2023
Q1
$929K Buy
3,010
+500
+20% +$154K 1.42% 20
2022
Q4
$775K Buy
+2,510
New +$775K 1.2% 19