GoalVest Advisory’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
Q1
Sell
-1
Closed -$469K 262
2022
Q4
$469K Hold
1
0.3% 57
2022
Q3
$406K Hold
1
0.28% 64
2022
Q2
$414K Buy
+1
New +$414K 0.26% 98