CW
Connectus Wealth’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $19.3M | Buy |
80,483
+658
| +0.8% | +$158K | 0.53% | 51 |
|
|
2023
Q4 | $16M | Buy |
79,825
+36,529
| +84% | +$7.3M | 0.33% | 77 |
|
|
2023
Q3 | $13.9M | Buy |
43,296
+8,117
| +23% | +$2.61M | 0.31% | 82 |
|
|
2023
Q2 | $10.8M | Buy |
35,179
+8,128
| +30% | +$2.49M | 0.25% | 91 |
|
|
2023
Q1 | $7.23M | Sell |
27,051
-471
| -2% | -$126K | 0.18% | 121 |
|
|
2022
Q4 | $18.8M | Buy |
27,522
+1,052
| +4% | +$718K | 0.44% | 67 |
|
|
2022
Q3 | $16.1M | Sell |
26,470
-35,005
| -57% | -$21.4M | 0.34% | 88 |
|
|
2022
Q2 | $16.8M | Buy |
61,475
+3,168
| +5% | +$865K | 0.38% | 80 |
|
|
2022
Q1 | $19.6M | Sell |
58,307
-13,810
| -19% | -$4.64M | 0.62% | 51 |
|
|
2021
Q4 | $21.6M | Buy |
72,117
+22,541
| +45% | +$6.74M | 0.83% | 36 |
|
|
2021
Q3 | $13.5M | Sell |
49,576
-52,073
| -51% | -$14.2M | 1.51% | 24 |
|
|
2021
Q2 | $28.3M | Sell |
101,649
-28,150
| -22% | -$7.82M | 3.17% | 12 |
|
|
2021
Q1 | $34.1M | Buy |
+129,799
| New | +$34.1M | 4.09% | 9 |
|