Coulter & Justus Financial Services’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
Q3 | – | Sell |
-1
| Closed | -$518K | – | 43 |
|
|
2023
Q2 | $518K | Hold |
1
| – | – | 0.35% | 27 |
|
|
2023
Q1 | $466K | Hold |
1
| – | – | 0.3% | 28 |
|
|
2022
Q4 | $469K | Hold |
1
| – | – | 0.32% | 30 |
|
|
2022
Q3 | $406K | Hold |
1
| – | – | 0.32% | 27 |
|
|
2022
Q2 | $409K | Buy |
+1
| New | +$409K | 0.33% | 27 |
|
|
2022
Q1 | – | Sell |
-1
| Closed | -$451K | – | 20 |
|
|
2021
Q4 | $451K | Buy |
+1
| New | +$451K | 0.35% | 31 |
|