Comprehensive Financial Consultants Institutional’s Berkshire Hathaway Class B BRK.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-659
| Closed | -$231K | – | 154 |
|
|
2023
Q3 | $231K | Hold |
659
| – | – | 0.12% | 141 |
|
|
2023
Q2 | $227K | Hold |
659
| – | – | 0.12% | 151 |
|
|
2023
Q1 | $203K | Hold |
659
| – | – | 0.12% | 161 |
|
|
2022
Q4 | $210K | Sell |
659
-542
| -45% | -$173K | 0.13% | 149 |
|
|
2022
Q3 | $332K | Buy |
1,201
+30
| +3% | +$8.29K | 0.22% | 120 |
|
|
2022
Q2 | $324K | Hold |
1,171
| – | – | 0.23% | 121 |
|
|
2022
Q1 | $373K | Hold |
1,171
| – | – | 0.26% | 113 |
|
|
2021
Q4 | $373K | Buy |
+1,171
| New | +$373K | 0.24% | 107 |
|