Curi Wealth Management’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 | – | Sell |
-3,201
| Closed | -$1.14M | – | 18 |
|
|
2023
Q4 | $1.14M | Sell |
3,201
-27
| -0.8% | -$9.63K | 0.16% | 61 |
|
|
2023
Q3 | $1.13M | Sell |
3,228
-851
| -21% | -$298K | 0.17% | 61 |
|
|
2023
Q2 | $1.39M | Buy |
4,079
+786
| +24% | +$268K | 0.19% | 57 |
|
|
2023
Q1 | $1.02M | Sell |
3,293
-64
| -2% | -$19.8K | 0.15% | 66 |
|
|
2022
Q4 | $1.04M | Sell |
3,357
-49
| -1% | -$15.1K | 0.15% | 76 |
|
|
2022
Q3 | $909K | Sell |
3,406
-153
| -4% | -$40.8K | 0.15% | 72 |
|
|
2022
Q2 | $972K | Buy |
3,559
+1,158
| +48% | +$316K | 0.19% | 49 |
|
|
2022
Q1 | $847K | Buy |
2,401
+968
| +68% | +$341K | 0.15% | 54 |
|
|
2021
Q4 | $428K | Hold |
1,433
| – | – | 0.07% | 72 |
|
|
2021
Q3 | $391K | Hold |
1,433
| – | – | 0.18% | 51 |
|
|
2021
Q2 | $398K | Buy |
1,433
+15
| +1% | +$4.17K | 0.2% | 52 |
|
|
2021
Q1 | $362K | Buy |
1,418
+100
| +8% | +$25.5K | 0.23% | 53 |
|
|
2020
Q4 | $305K | Buy |
+1,318
| New | +$305K | 0.22% | 59 |
|