American Economic Planning 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $512K | Sell |
2,474
-96
| -4% | -$19.9K | 0.14% | 53 |
|
|
2019
Q2 | $548K | Buy |
2,570
+48
| +2% | +$10.2K | 0.17% | 48 |
|
|
2019
Q1 | $507K | Buy |
2,522
+200
| +9% | +$40.2K | 0.16% | 47 |
|
|
2018
Q4 | $474K | Hold |
2,322
| – | – | 0.15% | 49 |
|
|
2018
Q3 | $497K | Sell |
2,322
-2
| -0.1% | -$428 | 0.18% | 38 |
|
|
2018
Q2 | $434K | Buy |
2,324
+50
| +2% | +$9.34K | 0.16% | 43 |
|
|
2018
Q1 | $454K | Sell |
2,274
-289
| -11% | -$57.7K | 0.17% | 47 |
|
|
2017
Q4 | $508K | Buy |
2,563
+282
| +12% | +$55.9K | 0.19% | 41 |
|
|
2017
Q3 | $418K | Hold |
2,281
| – | – | 0.16% | 44 |
|
|
2017
Q2 | $386K | Hold |
2,281
| – | – | 0.15% | 45 |
|
|
2017
Q1 | $380K | Buy |
2,281
+10
| +0.4% | +$1.67K | 0.15% | 45 |
|
|
2016
Q4 | $370K | Sell |
2,271
-37
| -2% | -$6.03K | 0.16% | 33 |
|
|
2016
Q3 | $334K | Sell |
2,308
-19
| -0.8% | -$2.75K | 0.13% | 38 |
|
|
2016
Q2 | $337K | Buy |
2,327
+19
| +0.8% | +$2.75K | 0.14% | 34 |
|
|
2016
Q1 | $327K | Hold |
2,308
| – | – | 0.13% | 34 |
|
|
2015
Q4 | $305K | Hold |
2,308
| – | – | 0.12% | 39 |
|
|
2015
Q3 | $301K | Buy |
2,308
+485
| +27% | +$63.3K | 0.13% | 31 |
|
|
2015
Q2 | $248K | Sell |
1,823
-30
| -2% | -$4.08K | 0.1% | 37 |
|
|
2015
Q1 | $267K | Buy |
1,853
+79
| +4% | +$11.4K | 0.1% | 33 |
|
|
2014
Q4 | $266K | Hold |
1,774
| – | – | 0.1% | 33 |
|
|
2014
Q3 | $245K | Buy |
+1,774
| New | +$245K | 0.1% | 32 |
|