Alterity Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $480K | Hold |
1,345
| – | – | 0.69% | 43 |
|
|
2023
Q3 | $471K | Sell |
1,345
-5
| -0.4% | -$1.75K | 0.75% | 40 |
|
|
2023
Q2 | $460K | Sell |
1,350
-1,000
| -43% | -$341K | 0.67% | 41 |
|
|
2023
Q1 | $726K | Sell |
2,350
-300
| -11% | -$92.6K | 1.06% | 27 |
|
|
2022
Q4 | $819K | Sell |
2,650
-30
| -1% | -$9.27K | 1.33% | 23 |
|
|
2022
Q3 | $716K | Buy |
2,680
+50
| +2% | +$13.4K | 1.16% | 24 |
|
|
2022
Q2 | $718K | Buy |
+2,630
| New | +$718K | 1.07% | 28 |
|
|
2021
Q4 | $821K | Buy |
+2,745
| New | +$821K | 0.88% | 35 |
|
|
2021
Q1 | $969K | Buy |
+2,745
| New | +$969K | 1.17% | 25 |
|