Aevitas 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
Q4 | $3.09M | Sell |
10,007
-450
| -4% | -$139K | 1.83% | 14 |
|
|
2022
Q3 | $2.79M | Sell |
10,457
-210
| -2% | -$56.1K | 2.1% | 13 |
|
|
2022
Q2 | $2.91M | Buy |
10,667
+7,745
| +265% | +$2.11M | 1.97% | 13 |
|
|
2022
Q1 | $1.03M | Sell |
2,922
-5
| -0.2% | -$1.76K | 0.63% | 46 |
|
|
2021
Q4 | $875K | Hold |
2,927
| – | – | 0.52% | 55 |
|
|
2021
Q3 | $799K | Hold |
2,927
| – | – | 0.51% | 53 |
|
|
2021
Q2 | $813K | Buy |
2,927
+128
| +5% | +$35.6K | 0.52% | 55 |
|
|
2021
Q1 | $715K | Sell |
2,799
-45
| -2% | -$11.5K | 0.5% | 55 |
|
|
2020
Q4 | $659K | Hold |
2,844
| – | – | 0.48% | 57 |
|
|
2020
Q3 | $606K | Buy |
2,844
+87
| +3% | +$18.5K | 0.5% | 55 |
|
|
2020
Q2 | $492K | Buy |
2,757
+17
| +0.6% | +$3.03K | 0.45% | 62 |
|
|
2020
Q1 | $501K | Buy |
2,740
+40
| +1% | +$7.31K | 0.56% | 52 |
|
|
2019
Q4 | $612K | Buy |
2,700
+40
| +2% | +$9.07K | 0.58% | 50 |
|
|
2019
Q3 | $553K | Sell |
2,660
-59
| -2% | -$12.3K | 0.55% | 53 |
|
|
2019
Q2 | $580K | Hold |
2,719
| – | – | 0.58% | 53 |
|
|
2019
Q1 | $546K | Buy |
2,719
+150
| +6% | +$30.1K | 0.49% | 60 |
|
|
2018
Q4 | $525K | Sell |
2,569
-200
| -7% | -$40.9K | 0.54% | 53 |
|
|
2018
Q3 | $593K | Buy |
2,769
+300
| +12% | +$64.2K | 0.54% | 54 |
|
|
2018
Q2 | $461K | Sell |
2,469
-150
| -6% | -$28K | 0.45% | 60 |
|
|
2018
Q1 | $522K | Buy |
2,619
+100
| +4% | +$19.9K | 0.52% | 58 |
|
|
2017
Q4 | $499K | Buy |
+2,519
| New | +$499K | 0.47% | 60 |
|