Alliance Wealth Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,225
| Closed | -$568K | – | 71 |
|
|
2021
Q1 | $568K | Sell |
2,225
-30
| -1% | -$7.66K | 0.21% | 40 |
|
|
2020
Q4 | $523K | Sell |
2,255
-470
| -17% | -$109K | 0.21% | 41 |
|
|
2020
Q3 | $580K | Sell |
2,725
-700
| -20% | -$149K | 0.25% | 40 |
|
|
2020
Q2 | $611K | Buy |
3,425
+1,578
| +85% | +$282K | 0.28% | 40 |
|
|
2020
Q1 | $338K | Buy |
1,847
+682
| +59% | +$125K | 0.18% | 45 |
|
|
2019
Q4 | $264K | Buy |
+1,165
| New | +$264K | 0.12% | 51 |
|
|
2019
Q2 | – | Sell |
-1,625
| Closed | -$326K | – | 58 |
|
|
2019
Q1 | $326K | Sell |
1,625
-362
| -18% | -$72.6K | 0.17% | 43 |
|
|
2018
Q4 | $406K | Buy |
+1,987
| New | +$406K | 0.24% | 41 |
|