CIA
Concurrent Investment 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 | $40.5M | Buy |
83,335
+9,164
| +12% | +$4.45M | 0.78% | 16 |
|
|
2025
Q1 | $39.5M | Buy |
74,171
+14,388
| +24% | +$7.66M | 0.96% | 12 |
|
|
2024
Q4 | $27.1M | Buy |
59,783
+5,891
| +11% | +$2.67M | 0.73% | 26 |
|
|
2024
Q3 | $24.8M | Sell |
53,892
-279
| -0.5% | -$128K | 0.73% | 23 |
|
|
2024
Q2 | $22M | Buy |
54,171
+7,697
| +17% | +$3.13M | 0.72% | 23 |
|
|
2024
Q1 | $19.5M | Buy |
46,474
+2,385
| +5% | +$1M | 0.79% | 22 |
|
|
2023
Q4 | $15.7M | Buy |
+44,089
| New | +$15.7M | 0.74% | 22 |
|