Coulter & Justus Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $754K | Sell |
1,792
-46,085
| -96% | -$19.4M | 0.17% | 54 |
|
|
2023
Q4 | $17.1M | Sell |
47,877
-993
| -2% | -$354K | 11.57% | 1 |
|
|
2023
Q3 | $17.1M | Sell |
48,870
-430
| -0.9% | -$151K | 12.45% | 1 |
|
|
2023
Q2 | $16.8M | Sell |
49,300
-8
| -0% | -$2.73K | 11.41% | 1 |
|
|
2023
Q1 | $15.2M | Buy |
49,308
+46
| +0.1% | +$14.2K | 9.93% | 3 |
|
|
2022
Q4 | $15.2M | Sell |
49,262
-172
| -0.3% | -$53.1K | 10.34% | 2 |
|
|
2022
Q3 | $13.2M | Sell |
49,434
-184
| -0.4% | -$49.1K | 10.27% | 2 |
|
|
2022
Q2 | $13.5M | Buy |
+49,618
| New | +$13.5M | 10.89% | 2 |
|
|
2022
Q1 | – | Sell |
-50,459
| Closed | -$15.1M | – | 21 |
|
|
2021
Q4 | $15.1M | Buy |
+50,459
| New | +$15.1M | 11.85% | 1 |
|