Balasa Dinverno & Foltz’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
Q3 | $2.74M | Sell |
10,271
-789
| -7% | -$211K | 0.17% | 57 |
|
|
2022
Q2 | $3.02M | Sell |
11,060
-139
| -1% | -$38K | 0.19% | 49 |
|
|
2022
Q1 | $3.95M | Buy |
11,199
+763
| +7% | +$269K | 0.27% | 39 |
|
|
2021
Q4 | $3.12M | Buy |
10,436
+188
| +2% | +$56.2K | 0.2% | 52 |
|
|
2021
Q3 | $2.8M | Buy |
10,248
+460
| +5% | +$126K | 0.19% | 50 |
|
|
2021
Q2 | $2.72M | Buy |
9,788
+434
| +5% | +$121K | 0.2% | 52 |
|
|
2021
Q1 | $2.39M | Buy |
9,354
+365
| +4% | +$93.3K | 0.19% | 47 |
|
|
2020
Q4 | $2.08M | Buy |
8,989
+2,646
| +42% | +$613K | 0.17% | 53 |
|
|
2020
Q3 | $1.35M | Sell |
6,343
-9,531
| -60% | -$2.03M | 0.13% | 76 |
|
|
2020
Q2 | $2.83M | Buy |
+15,874
| New | +$2.83M | 0.31% | 29 |
|