Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
MOSELEY INVESTMENT MANAGEMENT INC 01-25-2024 12-31-2023 148 179,889,613
Institutional Holdings
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
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