Advisor Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $89.7M | Buy |
395,957
+462
| +0.1% | +$105K | 0.62% | 28 |
|
|
2019
Q3 | $82.3M | Buy |
395,495
+6,479
| +2% | +$1.35M | 0.61% | 29 |
|
|
2019
Q2 | $82.9M | Buy |
389,016
+16,187
| +4% | +$3.45M | 0.64% | 29 |
|
|
2019
Q1 | $74.9M | Buy |
372,829
+32,518
| +10% | +$6.53M | 0.62% | 28 |
|
|
2018
Q4 | $69.5M | Buy |
340,311
+86,984
| +34% | +$17.8M | 0.68% | 26 |
|
|
2018
Q3 | $54.2M | Buy |
253,327
+37,223
| +17% | +$7.97M | 0.55% | 31 |
|
|
2018
Q2 | $40.3M | Sell |
216,104
-3,195
| -1% | -$596K | 0.55% | 27 |
|
|
2018
Q1 | $43.7M | Buy |
219,299
+1,893
| +0.9% | +$378K | 0.6% | 23 |
|
|
2017
Q4 | $43.1M | Buy |
217,406
+61,633
| +40% | +$12.2M | 0.58% | 27 |
|
|
2017
Q3 | $28.6M | Buy |
155,773
+5,587
| +4% | +$1.02M | 0.45% | 36 |
|
|
2017
Q2 | $25.4M | Buy |
150,186
+6,321
| +4% | +$1.07M | 0.45% | 35 |
|
|
2017
Q1 | $24M | Buy |
143,865
+2,420
| +2% | +$403K | 0.48% | 27 |
|
|
2016
Q4 | $23.1M | Sell |
141,445
-16,665
| -11% | -$2.72M | 0.52% | 26 |
|
|
2016
Q3 | $22.8M | Sell |
158,110
-14,006
| -8% | -$2.02M | 0.55% | 27 |
|
|
2016
Q2 | $24.9M | Buy |
+172,116
| New | +$24.9M | 0.66% | 20 |
|