Asset Planning Services (Pennsylvania)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $504K | Sell |
1,685
-832
| -33% | -$249K | 0.23% | 52 |
|
|
2021
Q3 | $687K | Sell |
2,517
-187
| -7% | -$51K | 0.33% | 43 |
|
|
2021
Q2 | $751K | Buy |
2,704
+187
| +7% | +$51.9K | 0.36% | 40 |
|
|
2021
Q1 | $643K | Hold |
2,517
| – | – | 0.3% | 47 |
|
|
2020
Q4 | $584K | Hold |
2,517
| – | – | 0.28% | 46 |
|
|
2020
Q3 | $536K | Hold |
2,517
| – | – | 0.23% | 53 |
|
|
2020
Q2 | $449K | Hold |
2,517
| – | – | 0.19% | 55 |
|
|
2020
Q1 | $460K | Hold |
2,517
| – | – | 0.23% | 48 |
|
|
2019
Q4 | $572K | Hold |
2,517
| – | – | 0.24% | 54 |
|
|
2019
Q3 | $524K | Hold |
2,517
| – | – | 0.23% | 54 |
|
|
2019
Q2 | $537K | Hold |
2,517
| – | – | 0.24% | 54 |
|
|
2019
Q1 | $506K | Hold |
2,517
| – | – | 0.23% | 54 |
|
|
2018
Q4 | $514K | Hold |
2,517
| – | – | 0.26% | 47 |
|
|
2018
Q3 | $557K | Hold |
2,517
| – | – | 0.26% | 48 |
|
|
2018
Q2 | $470K | Hold |
2,517
| – | – | 0.23% | 51 |
|
|
2018
Q1 | $502K | Hold |
2,517
| – | – | 0.26% | 50 |
|
|
2017
Q4 | $499K | Hold |
2,517
| – | – | 0.26% | 50 |
|
|
2017
Q3 | $461K | Buy |
2,517
+555
| +28% | +$102K | 0.25% | 51 |
|
|
2017
Q2 | $332K | Hold |
1,962
| – | – | 0.21% | 51 |
|
|
2017
Q1 | $327K | Buy |
1,962
+1,130
| +136% | +$188K | 0.22% | 53 |
|
|
2016
Q4 | $136K | Hold |
832
| – | – | 0.11% | 77 |
|
|
2016
Q3 | $120K | Sell |
832
-800
| -49% | -$115K | 0.1% | 79 |
|
|
2016
Q2 | $236K | Hold |
1,632
| – | – | 0.2% | 57 |
|
|
2016
Q1 | $232K | Buy |
1,632
+800
| +96% | +$114K | 0.21% | 55 |
|
|
2015
Q4 | $110K | Hold |
832
| – | – | 0.11% | 76 |
|
|
2015
Q3 | $108K | Hold |
832
| – | – | 0.11% | 69 |
|
|
2015
Q2 | $113K | Buy |
+832
| New | +$113K | 0.11% | 72 |
|