Biegel & Waller’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $274K | Buy |
1,318
+103
| +8% | +$21.4K | 0.15% | 58 |
|
|
2019
Q2 | $259K | Hold |
1,215
| – | – | 0.13% | 68 |
|
|
2019
Q1 | $244K | Buy |
1,215
+200
| +20% | +$40.2K | 0.13% | 68 |
|
|
2018
Q4 | $207K | Sell |
1,015
-634
| -38% | -$129K | 0.12% | 66 |
|
|
2018
Q3 | $353K | Hold |
1,649
| – | – | 0.2% | 46 |
|
|
2018
Q2 | $308K | Buy |
1,649
+471
| +40% | +$88K | 0.19% | 48 |
|
|
2018
Q1 | $235K | Buy |
1,178
+135
| +13% | +$26.9K | 0.15% | 45 |
|
|
2017
Q4 | $207K | Buy |
+1,043
| New | +$207K | 0.12% | 54 |
|
|
2017
Q3 | – | Sell |
-1,943
| Closed | -$329K | – | 58 |
|
|
2017
Q2 | $329K | Hold |
1,943
| – | – | 0.2% | 36 |
|
|
2017
Q1 | $324K | Hold |
1,943
| – | – | 0.22% | 30 |
|
|
2016
Q4 | $320K | Buy |
+1,943
| New | +$320K | 0.22% | 30 |
|