Bernicke Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $687K | Sell |
3,848
-1,558
| -29% | -$278K | 0.51% | 36 |
|
|
2020
Q1 | $988K | Buy |
5,406
+172
| +3% | +$31.4K | 0.6% | 27 |
|
|
2019
Q4 | $1.19M | Buy |
5,234
+194
| +4% | +$44K | 0.66% | 29 |
|
|
2019
Q3 | $1.05M | Buy |
5,040
+535
| +12% | +$111K | 0.61% | 33 |
|
|
2019
Q2 | $960K | Buy |
4,505
+294
| +7% | +$62.7K | 0.57% | 27 |
|
|
2019
Q1 | $846K | Buy |
4,211
+165
| +4% | +$33.1K | 0.53% | 34 |
|
|
2018
Q4 | $826K | Buy |
4,046
+207
| +5% | +$42.3K | 0.57% | 22 |
|
|
2018
Q3 | $822K | Buy |
3,839
+312
| +9% | +$66.8K | 0.55% | 28 |
|
|
2018
Q2 | $658K | Buy |
3,527
+357
| +11% | +$66.6K | 0.46% | 40 |
|
|
2018
Q1 | $632K | Buy |
3,170
+1
| +0% | +$199 | 0.46% | 24 |
|
|
2017
Q4 | $628K | Buy |
3,169
+228
| +8% | +$45.2K | 0.47% | 33 |
|
|
2017
Q3 | $539K | Buy |
2,941
+411
| +16% | +$75.3K | 0.42% | 30 |
|
|
2017
Q2 | $429K | Buy |
2,530
+980
| +63% | +$166K | 0.34% | 38 |
|
|
2017
Q1 | $258K | Buy |
+1,550
| New | +$258K | 0.21% | 56 |
|