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Curi Wealth Management’s Berkshire Hathaway Class A BRK.A Stock Holding History

Curi Wealth Management’s Portfolio BRK.A Stock Details BRK.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1
Closed -$543K – 17
2023
Q4 		$543K Hold
1
– – 0.08% 83
2023
Q3 		$531K Buy
+1
New +$531K 0.08% 83