Kades & Cheifetz’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
Q4 | $203K | Sell |
448
-692
| -61% | -$314K | 0.1% | 105 |
|
2024
Q3 | $525K | Sell |
1,140
-32
| -3% | -$14.7K | 0.3% | 63 |
|
2024
Q2 | $477K | Sell |
1,172
-26
| -2% | -$10.6K | 0.3% | 60 |
|
2024
Q1 | $504K | Sell |
1,198
-68
| -5% | -$28.6K | 0.32% | 56 |
|
2023
Q4 | $452K | Sell |
1,266
-126
| -9% | -$44.9K | 0.32% | 56 |
|
2023
Q3 | $488K | Sell |
1,392
-57
| -4% | -$20K | 0.39% | 51 |
|
2023
Q2 | $494K | Sell |
1,449
-54
| -4% | -$18.4K | 0.38% | 52 |
|
2023
Q1 | $464K | Buy |
1,503
+11
| +0.7% | +$3.4K | 0.37% | 55 |
|
2022
Q4 | $461K | Buy |
+1,492
| New | +$461K | 0.39% | 50 |
|