Balasa Dinverno & Foltz’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.85M | Hold |
700
| – | – | 0.18% | 54 |
|
|
2022
Q2 | $2.86M | Hold |
700
| – | – | 0.18% | 54 |
|
|
2022
Q1 | $3.7M | Hold |
700
| – | – | 0.25% | 42 |
|
|
2021
Q4 | $3.16M | Hold |
700
| – | – | 0.2% | 51 |
|
|
2021
Q3 | $2.88M | Sell |
700
-400
| -36% | -$1.65M | 0.2% | 49 |
|
|
2021
Q2 | $4.61M | Buy |
+1,100
| New | +$4.61M | 0.33% | 29 |
|
|
2020
Q3 | – | Sell |
-300
| Closed | -$802K | – | 262 |
|
|
2020
Q2 | $802K | Buy |
+300
| New | +$802K | 0.09% | 95 |
|