Concentric Wealth Management, LLC
- SEC CIK
- 0001695345
- Latest filing
- Nov 13, 2024
BRK.A holding history
Berkshire Hathaway Inc in every 13F filed by Concentric Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
BRK.A overviewAll 13F holders of BRK.AFull Q3 2024 holdings
- Shares (Q3 2024)
- 100
- Value
- $691.2K
- % of portfolio
- 0.2%
- Quarters held
- 11
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2024 | 100 | $691.2K | 0.2% | +99+9,900.0% | Added | Holders |
| Q2 2024 | 1 | $612.2K | 0.2% | 00.0% | Unchanged | Holders |
| Q1 2024 | 1 | $634.4K | 0.2% | 00.0% | Unchanged | Holders |
| Q4 2023 | 1 | $542.6K | 0.2% | +1 | New | Holders |
| Q3 2023 | 0 | $0 | 0.0% | −1−100.0% | Sold out | Holders |
| Q2 2023 | 1 | $517.8K | 0.2% | 00.0% | Unchanged | Holders |
| Q1 2023 | 1 | $465.6K | 0.2% | +1 | New | Holders |
| Q4 2022 | 0 | $0 | 0.0% | −100−100.0% | Sold out | Holders |
| Q3 2022 | 100 | $406.0K | 0.1% | +99+9,900.0% | Added | Holders |
| Q2 2022 | 1 | $409.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2022 | 1 | $529.0K | 0.2% | 00.0% | Unchanged | Holders |
| Q4 2021 | 1 | $451.0K | 0.1% | +1 | New | Holders |
| Q3 2021 | 0 | $0 | 0.0% | −1−100.0% | Sold out | Holders |
| Q2 2021 | 1 | $419.0K | 0.1% | +1 | New | Holders |