Colony Family Offices’s Berkshire Hathaway Class A BRK.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3
| Closed | -$1.4M | – | 46 |
|
|
2023
Q1 | $1.4M | Hold |
3
| – | – | 0.54% | 27 |
|
|
2022
Q4 | $1.41M | Hold |
3
| – | – | 0.59% | 23 |
|
|
2022
Q3 | $1.22M | Hold |
3
| – | – | 0.53% | 26 |
|
|
2022
Q2 | $1.23M | Buy |
+3
| New | +$1.23M | 0.56% | 24 |
|
|
2021
Q2 | – | Sell |
-2
| Closed | -$771K | – | 26 |
|
|
2021
Q1 | $771K | Hold |
2
| – | – | 0.61% | 21 |
|
|
2020
Q4 | $696K | Buy |
+2
| New | +$696K | 0.65% | 13 |
|