Aldebaran Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3
| Closed | -$1.02M | – | 86 |
|
|
2019
Q4 | $1.02M | Hold |
3
| – | – | 0.77% | 49 |
|
|
2019
Q3 | $930K | Hold |
3
| – | – | 0.62% | 61 |
|
|
2019
Q2 | $955K | Hold |
3
| – | – | 0.66% | 58 |
|
|
2019
Q1 | $904K | Hold |
3
| – | – | 0.64% | 60 |
|
|
2018
Q4 | $918K | Hold |
3
| – | – | 0.7% | 54 |
|
|
2018
Q3 | $960K | Hold |
3
| – | – | 0.62% | 54 |
|
|
2018
Q2 | $846K | Hold |
3
| – | – | 0.58% | 58 |
|
|
2018
Q1 | $897K | Hold |
3
| – | – | 0.6% | 55 |
|
|
2017
Q4 | $893K | Hold |
3
| – | – | 0.59% | 54 |
|
|
2017
Q3 | $824K | Hold |
3
| – | – | 0.57% | 57 |
|
|
2017
Q2 | $764K | Hold |
3
| – | – | 0.56% | 56 |
|
|
2017
Q1 | $750K | Hold |
3
| – | – | 0.57% | 54 |
|
|
2016
Q4 | $732K | Hold |
3
| – | – | 0.58% | 59 |
|
|
2016
Q3 | $649K | Hold |
3
| – | – | 0.51% | 63 |
|
|
2016
Q2 | $644K | Hold |
3
| – | – | 0.52% | 60 |
|
|
2016
Q1 | $640K | Hold |
3
| – | – | 0.56% | 55 |
|
|
2015
Q4 | $589K | Hold |
3
| – | – | 0.55% | 57 |
|
|
2015
Q3 | $586K | Hold |
3
| – | – | 0.55% | 57 |
|
|
2015
Q2 | $615K | Hold |
3
| – | – | 0.52% | 56 |
|
|
2015
Q1 | $652K | Hold |
3
| – | – | 0.56% | 58 |
|
|
2014
Q4 | $678K | Buy |
3
+1
| +50% | +$226K | 0.6% | 58 |
|
|
2014
Q3 | $414K | Hold |
2
| – | – | 0.37% | 74 |
|
|
2014
Q2 | $380K | Hold |
2
| – | – | 0.3% | 90 |
|
|
2014
Q1 | $375K | Hold |
2
| – | – | 0.33% | 88 |
|
|
2013
Q4 | $356K | Buy |
+2
| New | +$356K | 0.34% | 81 |
|