CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-22,803
| Closed | -$12.1M | – | 204 |
|
|
2025
Q1 | $12.1M | Buy |
22,803
+105
| +0.5% | +$55.9K | 0.23% | 59 |
|
|
2024
Q4 | $10.3M | Buy |
22,698
+1
| +0% | +$453 | 0.2% | 54 |
|
|
2024
Q3 | $10.4M | Buy |
+22,697
| New | +$10.4M | 0.24% | 53 |
|
|
2015
Q3 | – | Sell |
-4,390
| Closed | -$598K | – | 111 |
|
|
2015
Q2 | $598K | Buy |
+4,390
| New | +$598K | 0.12% | 95 |
|