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CIC Wealth, LLC

SEC CIK
0001965909
Latest filing
Nov 8, 2024

BRK.B holding history

Berkshire Hathaway Inc in every 13F filed by CIC Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BRK.B overviewAll 13F holders of BRK.BFull Q3 2024 holdings

Shares (Q3 2024)
11,592
Value
$5.34M
% of portfolio
1.4%
Quarters held
8
Since Q4 2022
Holdings of BRK.B by CIC Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202411,592$5.34M1.4%+146+1.3%AddedHolders
Q2 202411,446$4.66M1.3%−416−3.5%ReducedHolders
Q1 202411,862$4.99M1.5%−76−0.6%ReducedHolders
Q4 202311,938$4.26M1.3%−37−0.3%ReducedHolders
Q3 202311,975$4.19M1.5%−383−3.1%ReducedHolders
Q2 202312,358$4.21M1.5%+989+8.7%AddedHolders
Q1 202311,369$3.51M1.3%+18+0.2%AddedHolders
Q4 202211,351$3.51M1.4%–No prior filingHolders