Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
MOSELEY INVESTMENT MANAGEMENT INC | 01-25-2024 | 12-31-2023 | 148 | 179,889,613 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
APPLE INC | COM | 1 | $14,518,717 | 75,410 | 0.01 | 0.01 | -5,595 | -6.91 | 12-31-2023 |
MICROSOFT CORP | COM | 2 | $9,258,999 | 24,622 | 0.01 | 0.01 | -3,701 | -13.07 | 12-31-2023 |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 3 | $7,018,712 | 19,679 | 0.00 | 0.00 | -2,108 | -9.68 | 12-31-2023 |
AMAZON COM INC | COM | 4 | $6,647,196 | 43,749 | 0.00 | 0.00 | 93 | 0.21 | 12-31-2023 |