Altium 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
Q2 | $19.5M | Buy |
71,575
+3,106
| +5% | +$848K | 1.41% | 18 |
|
|
2022
Q1 | $24.2M | Buy |
68,469
+524
| +0.8% | +$185K | 1.56% | 16 |
|
|
2021
Q4 | $20.3M | Buy |
67,945
+2,350
| +4% | +$703K | 1.31% | 16 |
|
|
2021
Q3 | $17.9M | Buy |
65,595
+809
| +1% | +$221K | 1.28% | 17 |
|
|
2021
Q2 | $18M | Sell |
64,786
-377
| -0.6% | -$105K | 1.32% | 17 |
|
|
2021
Q1 | $16.6M | Buy |
65,163
+662
| +1% | +$169K | 1.34% | 17 |
|
|
2020
Q4 | $15M | Buy |
64,501
+761
| +1% | +$176K | 1.32% | 17 |
|
|
2020
Q3 | $13.6M | Buy |
63,740
+2,443
| +4% | +$520K | 1.41% | 17 |
|
|
2020
Q2 | $10.9M | Sell |
61,297
-880
| -1% | -$157K | 1.23% | 18 |
|
|
2020
Q1 | $11.4M | Buy |
62,177
+3,649
| +6% | +$667K | 1.56% | 16 |
|
|
2019
Q4 | $13.3M | Buy |
58,528
+690
| +1% | +$156K | 1.59% | 15 |
|
|
2019
Q3 | $12M | Sell |
57,838
-506
| -0.9% | -$105K | 1.62% | 14 |
|
|
2019
Q2 | $12.4M | Sell |
58,344
-80
| -0.1% | -$17.1K | 1.8% | 13 |
|
|
2019
Q1 | $11.7M | Sell |
58,424
-701
| -1% | -$141K | 1.87% | 14 |
|
|
2018
Q4 | $12.1M | Buy |
59,125
+1,268
| +2% | +$259K | 2.31% | 10 |
|
|
2018
Q3 | $12.4M | Buy |
57,857
+3,712
| +7% | +$795K | 2.38% | 9 |
|
|
2018
Q2 | $10.1M | Buy |
54,145
+7,618
| +16% | +$1.42M | 2.7% | 4 |
|
|
2018
Q1 | $9.28M | Buy |
46,527
+1,514
| +3% | +$302K | 3.65% | 5 |
|
|
2017
Q4 | $8.92M | Buy |
+45,013
| New | +$8.92M | 4.08% | 5 |
|