Abacus Wealth Partners’s Berkshire Hathaway Class A BRK.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2
| Closed | -$813K | – | 83 |
|
|
2022
Q3 | $813K | Buy |
2
+1
| +100% | +$406K | 0.43% | 24 |
|
|
2022
Q2 | $409K | Hold |
1
| – | – | 0.21% | 41 |
|
|
2022
Q1 | $529K | Hold |
1
| – | – | 0.24% | 37 |
|
|
2021
Q4 | $451K | Hold |
1
| – | – | 0.16% | 55 |
|
|
2021
Q3 | $411K | Hold |
1
| – | – | 0.15% | 53 |
|
|
2021
Q2 | $419K | Hold |
1
| – | – | 0.16% | 47 |
|
|
2021
Q1 | $386K | Sell |
1
-2
| -67% | -$771K | 0.27% | 48 |
|
|
2020
Q4 | $1.04M | Buy |
+3
| New | +$1.04M | 0.91% | 18 |
|