Bar Harbor Wealth Management’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 251
2022
Q4
$469K Hold
1
0.04% 189
2022
Q3
$406K Hold
1
0.04% 193
2022
Q2
$409K Hold
1
0.03% 202
2022
Q1
$529K Hold
1
0.05% 153
2021
Q4
$451K Hold
1
0.04% 163
2021
Q3
$411K Hold
1
0.04% 161
2021
Q2
$419K Hold
1
0.04% 174
2021
Q1
$386K Hold
1
0.04% 181
2020
Q4
$348K Hold
1
0.03% 184
2020
Q3
$320K Hold
1
0.04% 184
2020
Q2
$267K Hold
1
0.03% 197
2020
Q1
$272K Hold
1
0.04% 200
2019
Q4
$340K Hold
1
0.04% 237
2019
Q3
$312K Hold
1
0.04% 254
2019
Q2
$318K Hold
1
0.04% 242
2019
Q1
$301K Hold
1
0.04% 239
2018
Q4
$306K Hold
1
0.04% 226
2018
Q3
$320K Hold
1
0.04% 238
2018
Q2
$282K Hold
1
0.03% 253
2018
Q1
$299K Hold
1
0.04% 246
2017
Q4
$298K Hold
1
0.03% 252
2017
Q3
$275K Hold
1
0.03% 255
2017
Q2
$255K Hold
1
0.03% 267
2017
Q1
$250K Hold
1
0.03% 289
2016
Q4
$244K Hold
1
0.03% 319
2016
Q3
$216K Hold
1
0.02% 321
2016
Q2
$217K Hold
1
0.03% 298
2016
Q1
$213K Buy
+1
New +$213K 0.03% 289
2015
Q3
Sell
-1
Closed -$205K 288
2015
Q2
$205K Hold
1
0.02% 277
2015
Q1
$218K Hold
1
0.03% 261
2014
Q4
$226K Hold
1
0.03% 250
2014
Q3
$207K Buy
+1
New +$207K 0.03% 250