Beam Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,365
| Closed | -$918K | – | 93 |
|
|
2021
Q3 | $918K | Buy |
3,365
+17
| +0.5% | +$4.64K | 0.79% | 39 |
|
|
2021
Q2 | $930K | Buy |
3,348
+81
| +2% | +$22.5K | 0.8% | 41 |
|
|
2021
Q1 | $835K | Buy |
3,267
+60
| +2% | +$15.3K | 0.74% | 48 |
|
|
2020
Q4 | $744K | Sell |
3,207
-70
| -2% | -$16.2K | 0.7% | 49 |
|
|
2020
Q3 | $698K | Sell |
3,277
-50
| -2% | -$10.7K | 0.65% | 51 |
|
|
2020
Q2 | $608K | Sell |
3,327
-255
| -7% | -$46.6K | 0.61% | 53 |
|
|
2020
Q1 | $655K | Buy |
3,582
+149
| +4% | +$27.2K | 0.65% | 50 |
|
|
2019
Q4 | $778K | Buy |
+3,433
| New | +$778K | 0.73% | 41 |
|