CIC Wealth’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
Q3 | $5.34M | Buy |
11,592
+146
| +1% | +$67.2K | 1.38% | 17 |
|
|
2024
Q2 | $4.66M | Sell |
11,446
-416
| -4% | -$169K | 1.28% | 20 |
|
|
2024
Q1 | $4.99M | Sell |
11,862
-76
| -0.6% | -$32K | 1.45% | 18 |
|
|
2023
Q4 | $4.26M | Sell |
11,938
-37
| -0.3% | -$13.2K | 1.35% | 19 |
|
|
2023
Q3 | $4.19M | Sell |
11,975
-383
| -3% | -$134K | 1.5% | 18 |
|
|
2023
Q2 | $4.21M | Buy |
12,358
+989
| +9% | +$337K | 1.46% | 16 |
|
|
2023
Q1 | $3.51M | Buy |
11,369
+18
| +0.2% | +$5.56K | 1.32% | 19 |
|
|
2022
Q4 | $3.51M | Buy |
+11,351
| New | +$3.51M | 1.45% | 16 |
|