CWA
Clarus 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-2,408
| Closed | -$753K | – | 127 |
|
2023
Q1 | $753K | Buy |
+2,408
| New | +$753K | 0.47% | 44 |
|
2019
Q3 | – | Sell |
-239
| Closed | -$51K | – | 193 |
|
2019
Q2 | $51K | Hold |
239
| – | – | 0.04% | 262 |
|
2019
Q1 | $48K | Hold |
239
| – | – | 0.04% | 300 |
|
2018
Q4 | $49K | Hold |
239
| – | – | 0.08% | 258 |
|
2018
Q3 | $51K | Sell |
239
-24
| -9% | -$5.12K | 0.03% | 292 |
|
2018
Q2 | $52K | Buy |
+263
| New | +$52K | 0.04% | 278 |
|