Atticus 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 | – | Sell |
-3,454
| Closed | -$1.22M | – | 604 |
|
|
2022
Q1 | $1.22M | Buy |
3,454
+826
| +31% | +$292K | 0.45% | 43 |
|
|
2021
Q4 | $786K | Buy |
2,628
+5
| +0.2% | +$1.5K | 0.31% | 49 |
|
|
2021
Q3 | $716K | Sell |
2,623
-24
| -0.9% | -$6.55K | 0.31% | 48 |
|
|
2021
Q2 | $736K | Hold |
2,647
| – | – | 0.32% | 50 |
|
|
2021
Q1 | $676K | Sell |
2,647
-851
| -24% | -$217K | 0.32% | 51 |
|
|
2020
Q4 | $811K | Sell |
3,498
-410
| -10% | -$95.1K | 0.41% | 48 |
|
|
2020
Q3 | $832K | Sell |
3,908
-556
| -12% | -$118K | 0.5% | 44 |
|
|
2020
Q2 | $797K | Sell |
4,464
-5,039
| -53% | -$900K | 0.53% | 42 |
|
|
2020
Q1 | $1.74M | Sell |
9,503
-2,649
| -22% | -$484K | 1.4% | 21 |
|
|
2019
Q4 | $2.75M | Buy |
+12,152
| New | +$2.75M | 1.76% | 19 |
|