Berman Capital 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
Q3 | $5.21M | Buy |
19,074
+1,552
| +9% | +$424K | 0.82% | 16 |
|
|
2021
Q2 | $4.87M | Buy |
17,522
+1,422
| +9% | +$395K | 0.77% | 17 |
|
|
2021
Q1 | $4.11M | Sell |
16,100
-1,695
| -10% | -$433K | 0.86% | 17 |
|
|
2020
Q4 | $4.12M | Buy |
17,795
+43
| +0.2% | +$9.97K | 0.99% | 16 |
|
|
2020
Q3 | $3.78M | Buy |
17,752
+7,617
| +75% | +$1.62M | 1.07% | 15 |
|
|
2020
Q2 | $1.81M | Sell |
10,135
-1,706
| -14% | -$304K | 0.47% | 27 |
|
|
2020
Q1 | $2.16M | Buy |
11,841
+5,553
| +88% | +$1.01M | 0.7% | 23 |
|
|
2019
Q4 | $1.42M | Buy |
6,288
+16
| +0.3% | +$3.62K | 0.41% | 31 |
|
|
2019
Q3 | $1.3M | Buy |
6,272
+12
| +0.2% | +$2.49K | 0.41% | 33 |
|
|
2019
Q2 | $1.33M | Buy |
6,260
+820
| +15% | +$174K | 0.42% | 30 |
|
|
2019
Q1 | $1.09M | Sell |
5,440
-2,009
| -27% | -$403K | 0.37% | 32 |
|
|
2018
Q4 | $1.52M | Buy |
7,449
+2,093
| +39% | +$427K | 0.6% | 25 |
|
|
2018
Q3 | $1.15M | Buy |
5,356
+158
| +3% | +$33.8K | 0.48% | 27 |
|
|
2018
Q2 | $969K | Buy |
5,198
+190
| +4% | +$35.4K | 0.34% | 41 |
|
|
2018
Q1 | $1M | Buy |
5,008
+2,124
| +74% | +$424K | 0.38% | 38 |
|
|
2017
Q4 | $572K | Buy |
+2,884
| New | +$572K | 0.19% | 52 |
|