Adams Chetwood Wealth Management’s Berkshire Hathaway Class B BRK.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $795K | Hold |
2,252
| – | – | 0.45% | 39 |
|
|
2021
Q4 | $673K | Sell |
2,252
-156
| -6% | -$46.6K | 0.46% | 44 |
|
|
2021
Q3 | $657K | Buy |
2,408
+35
| +1% | +$9.55K | 0.48% | 45 |
|
|
2021
Q2 | $660K | Buy |
2,373
+39
| +2% | +$10.8K | 0.47% | 44 |
|
|
2021
Q1 | $596K | Buy |
2,334
+90
| +4% | +$23K | 0.45% | 46 |
|
|
2020
Q4 | $520K | Hold |
2,244
| – | – | 0.43% | 45 |
|
|
2020
Q3 | $478K | Hold |
2,244
| – | – | 0.46% | 45 |
|
|
2020
Q2 | $401K | Buy |
2,244
+395
| +21% | +$70.6K | 0.41% | 49 |
|
|
2020
Q1 | $327K | Hold |
1,849
| – | – | 0.38% | 52 |
|
|
2019
Q4 | $419K | Buy |
+1,849
| New | +$419K | 0.43% | 46 |
|