Apriem Advisors’s Berkshire Hathaway Class A BRK.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1
| Closed | -$469K | – | 151 |
|
|
2022
Q4 | $469K | Hold |
1
| – | – | 0.08% | 94 |
|
|
2022
Q3 | $406K | Hold |
1
| – | – | 0.07% | 98 |
|
|
2022
Q2 | $409K | Hold |
1
| – | – | 0.07% | 95 |
|
|
2022
Q1 | $529K | Hold |
1
| – | – | 0.08% | 91 |
|
|
2021
Q4 | $451K | Hold |
1
| – | – | 0.06% | 101 |
|
|
2021
Q3 | $411K | Hold |
1
| – | – | 0.06% | 99 |
|
|
2021
Q2 | $419K | Hold |
1
| – | – | 0.06% | 102 |
|
|
2021
Q1 | $386K | Hold |
1
| – | – | 0.06% | 101 |
|
|
2020
Q4 | $348K | Hold |
1
| – | – | 0.06% | 97 |
|
|
2020
Q3 | $320K | Hold |
1
| – | – | 0.06% | 96 |
|
|
2020
Q2 | $267K | Hold |
1
| – | – | 0.05% | 100 |
|
|
2020
Q1 | $272K | Hold |
1
| – | – | 0.07% | 88 |
|
|
2019
Q4 | $340K | Buy |
+1
| New | +$340K | 0.07% | 93 |
|
|
2019
Q3 | – | Sell |
-1
| Closed | -$318K | – | 128 |
|
|
2019
Q2 | $318K | Hold |
1
| – | – | 0.1% | 101 |
|
|
2019
Q1 | $301K | Hold |
1
| – | – | 0.08% | 99 |
|
|
2018
Q4 | $306K | Buy |
+1
| New | +$306K | 0.11% | 91 |
|