BPWA
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Beacon Pointe Wealth Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q4
$3.97M Buy
17,551
+7,624
+77% +$1.73M 0.73% 34
2019
Q3
$2.06M Sell
9,927
-7,580
-43% -$1.58M 0.43% 46
2019
Q2
$3.73M Buy
17,507
+1,759
+11% +$375K 0.79% 28
2019
Q1
$3.16M Buy
15,748
+9,612
+157% +$1.93M 0.72% 29
2018
Q4
$1.25M Buy
+6,136
New +$1.25M 0.45% 53