Beacon Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $257K | Hold |
1
| – | – | 0.04% | 160 |
|
|
2016
Q4 | $244K | Hold |
1
| – | – | 0.04% | 162 |
|
|
2016
Q3 | $216K | Hold |
1
| – | – | 0.04% | 165 |
|
|
2016
Q2 | $217K | Hold |
1
| – | – | 0.04% | 168 |
|
|
2016
Q1 | $213K | Buy |
+1
| New | +$213K | 0.04% | 164 |
|
|
2015
Q3 | – | Sell |
-1
| Closed | -$205K | – | 189 |
|
|
2015
Q2 | $205K | Hold |
1
| – | – | 0.03% | 190 |
|
|
2015
Q1 | $218K | Hold |
1
| – | – | 0.03% | 195 |
|
|
2014
Q4 | $226K | Buy |
+1
| New | +$226K | 0.03% | 199 |
|