CSIA
Charles Schwab Investment Advisory’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,146
| Closed | -$482K | – | 10 |
|
|
2024
Q1 | $482K | Buy |
1,146
+77
| +7% | +$32.4K | ﹤0.01% | 74 |
|
|
2023
Q4 | $381K | Sell |
1,069
-10
| -0.9% | -$3.57K | ﹤0.01% | 80 |
|
|
2023
Q3 | $378K | Sell |
1,079
-287
| -21% | -$101K | ﹤0.01% | 70 |
|
|
2023
Q2 | $466K | Buy |
1,366
+355
| +35% | +$121K | ﹤0.01% | 74 |
|
|
2023
Q1 | $312K | Sell |
1,011
-82
| -8% | -$25.3K | ﹤0.01% | 83 |
|
|
2022
Q4 | $338K | Sell |
1,093
-68
| -6% | -$21K | ﹤0.01% | 80 |
|
|
2022
Q3 | $310K | Sell |
1,161
-8
| -0.7% | -$2.14K | ﹤0.01% | 86 |
|
|
2022
Q2 | $319K | Buy |
1,169
+135
| +13% | +$36.8K | ﹤0.01% | 76 |
|
|
2022
Q1 | $365K | Buy |
1,034
+6
| +0.6% | +$2.12K | ﹤0.01% | 79 |
|
|
2021
Q4 | $307K | Sell |
1,028
-30
| -3% | -$8.96K | ﹤0.01% | 81 |
|
|
2021
Q3 | $289K | Buy |
1,058
+247
| +30% | +$67.5K | ﹤0.01% | 77 |
|
|
2021
Q2 | $225K | Buy |
+811
| New | +$225K | ﹤0.01% | 85 |
|