Bingham Osborn & Scarborough’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-5
| Closed | -$2.06M | – | 23 |
|
2021
Q3 | $2.06M | Hold |
5
| – | – | 0.14% | 38 |
|
2021
Q2 | $2.09M | Hold |
5
| – | – | 0.15% | 35 |
|
2021
Q1 | $1.93M | Hold |
5
| – | – | 0.15% | 33 |
|
2020
Q4 | $1.74M | Hold |
5
| – | – | 0.14% | 32 |
|
2020
Q3 | $1.6M | Hold |
5
| – | – | 0.12% | 48 |
|
2020
Q2 | $1.34M | Hold |
5
| – | – | 0.11% | 52 |
|
2020
Q1 | $1.36M | Hold |
5
| – | – | 0.13% | 45 |
|
2019
Q4 | $1.7M | Hold |
5
| – | – | 0.14% | 41 |
|
2019
Q3 | $1.56M | Hold |
5
| – | – | 0.14% | 42 |
|
2019
Q2 | $1.59M | Hold |
5
| – | – | 0.14% | 38 |
|
2019
Q1 | $1.51M | Hold |
5
| – | – | 0.14% | 37 |
|
2018
Q4 | $1.53M | Hold |
5
| – | – | 0.16% | 36 |
|
2018
Q3 | $1.6M | Hold |
5
| – | – | 0.14% | 40 |
|
2018
Q2 | $1.41M | Hold |
5
| – | – | 0.13% | 39 |
|
2018
Q1 | $1.5M | Hold |
5
| – | – | 0.14% | 37 |
|
2017
Q4 | $1.49M | Hold |
5
| – | – | 0.14% | 36 |
|
2017
Q3 | $1.37M | Hold |
5
| – | – | 0.13% | 35 |
|
2017
Q2 | $1.27M | Hold |
5
| – | – | 0.12% | 35 |
|
2017
Q1 | $1.25M | Hold |
5
| – | – | 0.12% | 37 |
|
2016
Q4 | $1.22M | Hold |
5
| – | – | 0.13% | 37 |
|
2016
Q3 | $1.08M | Hold |
5
| – | – | 0.11% | 40 |
|
2016
Q2 | $1.09M | Sell |
5
-3
| -38% | -$651K | 0.12% | 40 |
|
2016
Q1 | $1.71M | Hold |
8
| – | – | 0.2% | 32 |
|
2015
Q4 | $1.58M | Hold |
8
| – | – | 0.19% | 32 |
|
2015
Q3 | $1.56M | Hold |
8
| – | – | 0.2% | 33 |
|
2015
Q2 | $1.64M | Hold |
8
| – | – | 0.2% | 31 |
|
2015
Q1 | $1.74M | Hold |
8
| – | – | 0.21% | 31 |
|
2014
Q4 | $1.81M | Hold |
8
| – | – | 0.22% | 31 |
|
2014
Q3 | $1.66M | Hold |
8
| – | – | 0.21% | 31 |
|
2014
Q2 | $1.52M | Hold |
8
| – | – | 0.2% | 30 |
|
2014
Q1 | $1.5M | Hold |
8
| – | – | 0.21% | 29 |
|
2013
Q4 | $1.42M | Hold |
8
| – | – | 0.21% | 27 |
|
2013
Q3 | $1.36M | Hold |
8
| – | – | 0.22% | 26 |
|
2013
Q2 | $1.35M | Buy |
+8
| New | +$1.35M | 0.23% | 24 |
|