Andesa Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $359K | Buy |
2,164
+1,063
| +97% | +$177K | 0.18% | 87 |
|
|
2022
Q4 | $340K | Sell |
1,101
-939
| -46% | -$290K | 0.19% | 105 |
|
|
2022
Q3 | $544K | Buy |
2,040
+1,009
| +98% | +$269K | 0.19% | 85 |
|
|
2022
Q2 | $281K | Sell |
1,031
-40
| -4% | -$10.9K | 0.18% | 104 |
|
|
2022
Q1 | $378K | Buy |
1,071
+21
| +2% | +$7.41K | 0.2% | 102 |
|
|
2021
Q4 | $314K | Buy |
1,050
+41
| +4% | +$12.3K | 0.15% | 120 |
|
|
2021
Q3 | $275K | Sell |
1,009
-1,009
| -50% | -$275K | 0.15% | 115 |
|
|
2021
Q2 | $562K | Hold |
2,018
| – | – | 0.17% | 86 |
|
|
2021
Q1 | $516K | Buy |
2,018
+1,009
| +100% | +$258K | 0.17% | 88 |
|
|
2020
Q4 | $234K | Sell |
1,009
-1,009
| -50% | -$234K | 0.15% | 107 |
|
|
2020
Q3 | $430K | Buy |
+2,018
| New | +$430K | 0.18% | 93 |
|
|
2020
Q1 | – | Sell |
-1,018
| Closed | -$231K | – | 87 |
|
|
2019
Q4 | $231K | Hold |
1,018
| – | – | 0.2% | 90 |
|
|
2019
Q3 | $212K | Buy |
1,018
+9
| +0.9% | +$1.87K | 0.21% | 100 |
|
|
2019
Q2 | $215K | Sell |
1,009
-1,009
| -50% | -$215K | 0.2% | 100 |
|
|
2019
Q1 | $406K | Buy |
2,018
+1,009
| +100% | +$203K | 0.2% | 104 |
|
|
2018
Q4 | $206K | Buy |
1,009
+9
| +0.9% | +$1.84K | 0.25% | 89 |
|
|
2018
Q3 | $214K | Buy |
+1,000
| New | +$214K | 0.33% | 56 |
|