ICA Group 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
Q2 | $623K | Sell |
1,532
-3,646
| -70% | -$1.48M | 0.37% | 43 |
|
|
2024
Q1 | $2.18M | Buy |
5,178
+927
| +22% | +$390K | 0.44% | 44 |
|
|
2023
Q4 | $1.52M | Sell |
4,251
-137
| -3% | -$48.9K | 0.34% | 60 |
|
|
2023
Q3 | $1.53M | Buy |
4,388
+121
| +3% | +$42.3K | 0.43% | 55 |
|
|
2023
Q2 | $1.46M | Sell |
4,267
-575
| -12% | -$196K | 0.36% | 62 |
|
|
2023
Q1 | $1.5M | Buy |
+4,842
| New | +$1.5M | 0.36% | 64 |
|
|
2022
Q4 | – | Sell |
-8,498
| Closed | -$2.27M | – | 1319 |
|
|
2022
Q3 | $2.27M | Buy |
8,498
+1,259
| +17% | +$336K | 0.48% | 50 |
|
|
2022
Q2 | $2.15M | Buy |
7,239
+808
| +13% | +$240K | 0.4% | 61 |
|
|
2022
Q1 | $2.01M | Buy |
+6,431
| New | +$2.01M | 0.38% | 64 |
|