CBA
Coastal Bridge 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 | $8.18M | Buy |
+16,846
| New | +$8.18M | 0.67% | 32 |
|
|
2025
Q1 | – | Sell |
-6,982
| Closed | -$3.16M | – | 280 |
|
|
2024
Q4 | $3.16M | Hold |
6,982
| – | – | 0.8% | 31 |
|
|
2024
Q3 | $3.21M | Buy |
6,982
+170
| +2% | +$78.2K | 0.8% | 29 |
|
|
2024
Q2 | $2.77M | Buy |
6,812
+63
| +0.9% | +$25.6K | 0.69% | 31 |
|
|
2024
Q1 | $2.84M | Sell |
6,749
-375
| -5% | -$158K | 0.65% | 31 |
|
|
2023
Q4 | $2.54M | Buy |
7,124
+110
| +2% | +$39.2K | 0.65% | 31 |
|
|
2023
Q3 | $2.46M | Buy |
7,014
+100
| +1% | +$35K | 0.66% | 30 |
|
|
2023
Q2 | $2.36M | Sell |
6,914
-91
| -1% | -$31K | 0.58% | 31 |
|
|
2023
Q1 | $2.16M | Buy |
7,005
+81
| +1% | +$25K | 0.55% | 34 |
|
|
2022
Q4 | $2.14M | Hold |
6,924
| – | – | 0.61% | 33 |
|
|
2022
Q3 | $1.85M | Buy |
6,924
+96
| +1% | +$25.6K | 0.5% | 40 |
|
|
2022
Q2 | $1.86M | Buy |
6,828
+30
| +0.4% | +$8.19K | 0.57% | 36 |
|
|
2022
Q1 | $2.4M | Sell |
6,798
-1,256
| -16% | -$443K | 0.55% | 35 |
|
|
2021
Q4 | $2.41M | Buy |
8,054
+1,196
| +17% | +$358K | 0.5% | 40 |
|
|
2021
Q3 | $1.87M | Buy |
6,858
+36
| +0.5% | +$9.83K | 0.43% | 34 |
|
|
2021
Q2 | $1.9M | Buy |
6,822
+90
| +1% | +$25K | 0.39% | 36 |
|
|
2021
Q1 | $1.72M | Buy |
6,732
+285
| +4% | +$72.8K | 0.32% | 36 |
|
|
2020
Q4 | $1.5M | Buy |
6,447
+150
| +2% | +$34.8K | 0.3% | 40 |
|
|
2020
Q3 | $1.34M | Sell |
6,297
-110
| -2% | -$23.4K | 0.41% | 36 |
|
|
2020
Q2 | $1.14M | Sell |
6,407
-206
| -3% | -$36.8K | 0.37% | 41 |
|
|
2020
Q1 | $1.21M | Buy |
6,613
+65
| +1% | +$11.9K | 0.44% | 38 |
|
|
2019
Q4 | $1.48M | Sell |
6,548
-76
| -1% | -$17.2K | 0.38% | 35 |
|
|
2019
Q3 | $1.38M | Buy |
6,624
+97
| +1% | +$20.2K | 0.47% | 33 |
|
|
2019
Q2 | $1.39M | Hold |
6,527
| – | – | 0.41% | 33 |
|
|
2019
Q1 | $1.31M | Sell |
6,527
-74
| -1% | -$14.9K | 0.46% | 35 |
|
|
2018
Q4 | $1.35M | Buy |
6,601
+26
| +0.4% | +$5.31K | 0.53% | 31 |
|
|
2018
Q3 | $1.41M | Hold |
6,575
| – | – | 0.54% | 29 |
|
|
2018
Q2 | $1.23M | Buy |
6,575
+486
| +8% | +$90.7K | 0.49% | 29 |
|
|
2018
Q1 | $1.22M | Buy |
6,089
+541
| +10% | +$108K | 0.44% | 29 |
|
|
2017
Q4 | $1.09M | Sell |
5,548
-215
| -4% | -$42.4K | 0.35% | 37 |
|
|
2017
Q3 | $1.06M | Hold |
5,763
| – | – | 0.35% | 34 |
|
|
2017
Q2 | $976K | Hold |
5,763
| – | – | 0.33% | 32 |
|
|
2017
Q1 | $961K | Sell |
5,763
-72
| -1% | -$12K | 0.33% | 34 |
|
|
2016
Q4 | $951K | Hold |
5,835
| – | – | 0.37% | 29 |
|
|
2016
Q3 | $843K | Hold |
5,835
| – | – | 0.41% | 23 |
|
|
2016
Q2 | $845K | Sell |
5,835
-87
| -1% | -$12.6K | 0.44% | 23 |
|
|
2016
Q1 | $840K | Hold |
5,922
| – | – | 0.59% | 19 |
|
|
2015
Q4 | $782K | Buy |
+5,922
| New | +$782K | 0.44% | 26 |
|