BPWA
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 |
|