CBA
Coastal Bridge Advisors’s Berkshire Hathaway Class A BRK.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.37M | Buy |
+6
| New | +$4.37M | 0.36% | 74 |
|
|
2025
Q1 | – | Sell |
-6
| Closed | -$4.09M | – | 279 |
|
|
2024
Q4 | $4.09M | Hold |
6
| – | – | 1.03% | 25 |
|
|
2024
Q3 | $4.15M | Hold |
6
| – | – | 1.03% | 24 |
|
|
2024
Q2 | $3.67M | Hold |
6
| – | – | 0.91% | 27 |
|
|
2024
Q1 | $3.81M | Hold |
6
| – | – | 0.88% | 24 |
|
|
2023
Q4 | $3.26M | Hold |
6
| – | – | 0.83% | 27 |
|
|
2023
Q3 | $3.19M | Sell |
6
-1
| -14% | -$531K | 0.86% | 26 |
|
|
2023
Q2 | $3.62M | Sell |
7
-1
| -13% | -$518K | 0.89% | 23 |
|
|
2023
Q1 | $3.72M | Hold |
8
| – | – | 0.94% | 22 |
|
|
2022
Q4 | $3.75M | Hold |
8
| – | – | 1.06% | 20 |
|
|
2022
Q3 | $3.25M | Hold |
8
| – | – | 0.87% | 26 |
|
|
2022
Q2 | $3.27M | Buy |
8
+1
| +14% | +$409K | 1.01% | 22 |
|
|
2022
Q1 | $3.7M | Hold |
7
| – | – | 0.85% | 26 |
|
|
2021
Q4 | $3.16M | Hold |
7
| – | – | 0.66% | 34 |
|
|
2021
Q3 | $2.88M | Hold |
7
| – | – | 0.67% | 30 |
|
|
2021
Q2 | $2.93M | Hold |
7
| – | – | 0.6% | 31 |
|
|
2021
Q1 | $2.7M | Hold |
7
| – | – | 0.49% | 25 |
|
|
2020
Q4 | $2.44M | Hold |
7
| – | – | 0.48% | 31 |
|
|
2020
Q3 | $2.24M | Hold |
7
| – | – | 0.68% | 28 |
|
|
2020
Q2 | $1.87M | Hold |
7
| – | – | 0.6% | 31 |
|
|
2020
Q1 | $1.9M | Hold |
7
| – | – | 0.7% | 27 |
|
|
2019
Q4 | $2.38M | Hold |
7
| – | – | 0.62% | 20 |
|
|
2019
Q3 | $2.18M | Hold |
7
| – | – | 0.75% | 23 |
|
|
2019
Q2 | $2.23M | Hold |
7
| – | – | 0.66% | 24 |
|
|
2019
Q1 | $2.11M | Hold |
7
| – | – | 0.74% | 22 |
|
|
2018
Q4 | $2.14M | Hold |
7
| – | – | 0.85% | 19 |
|
|
2018
Q3 | $2.24M | Hold |
7
| – | – | 0.85% | 20 |
|
|
2018
Q2 | $1.97M | Hold |
7
| – | – | 0.79% | 22 |
|
|
2018
Q1 | $2.09M | Hold |
7
| – | – | 0.76% | 17 |
|
|
2017
Q4 | $2.07M | Hold |
7
| – | – | 0.66% | 14 |
|
|
2017
Q3 | $1.92M | Hold |
7
| – | – | 0.63% | 16 |
|
|
2017
Q2 | $1.78M | Sell |
7
-1
| -13% | -$255K | 0.6% | 18 |
|
|
2017
Q1 | $2M | Sell |
8
-1
| -11% | -$250K | 0.68% | 19 |
|
|
2016
Q4 | $2.2M | Hold |
9
| – | – | 0.86% | 16 |
|
|
2016
Q3 | $1.95M | Hold |
9
| – | – | 0.95% | 10 |
|
|
2016
Q2 | $1.95M | Hold |
9
| – | – | 1.02% | 11 |
|
|
2016
Q1 | $1.92M | Hold |
9
| – | – | 1.34% | 10 |
|
|
2015
Q4 | $1.78M | Buy |
+9
| New | +$1.78M | 0.99% | 11 |
|