Bingham Osborn & Scarborough’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 |
-10,929
| Closed | -$2.98M | – | 24 |
|
|
2021
Q3 | $2.98M | Buy |
10,929
+442
| +4% | +$121K | 0.21% | 28 |
|
|
2021
Q2 | $2.92M | Buy |
10,487
+2,444
| +30% | +$679K | 0.21% | 27 |
|
|
2021
Q1 | $2.06M | Sell |
8,043
-125
| -2% | -$31.9K | 0.16% | 32 |
|
|
2020
Q4 | $1.89M | Sell |
8,168
-11,122
| -58% | -$2.58M | 0.15% | 30 |
|
|
2020
Q3 | $4.11M | Sell |
19,290
-1,072
| -5% | -$228K | 0.31% | 29 |
|
|
2020
Q2 | $3.64M | Sell |
20,362
-186
| -0.9% | -$33.2K | 0.29% | 31 |
|
|
2020
Q1 | $3.76M | Buy |
20,548
+552
| +3% | +$101K | 0.37% | 28 |
|
|
2019
Q4 | $4.53M | Buy |
19,996
+300
| +2% | +$67.9K | 0.37% | 26 |
|
|
2019
Q3 | $4.1M | Buy |
19,696
+619
| +3% | +$129K | 0.36% | 26 |
|
|
2019
Q2 | $4.07M | Buy |
19,077
+157
| +0.8% | +$33.5K | 0.36% | 25 |
|
|
2019
Q1 | $3.8M | Sell |
18,920
-113
| -0.6% | -$22.7K | 0.35% | 27 |
|
|
2018
Q4 | $3.89M | Sell |
19,033
-846
| -4% | -$173K | 0.4% | 26 |
|
|
2018
Q3 | $4.26M | Buy |
19,879
+202
| +1% | +$43.2K | 0.38% | 24 |
|
|
2018
Q2 | $3.67M | Buy |
19,677
+127
| +0.6% | +$23.7K | 0.35% | 25 |
|
|
2018
Q1 | $3.9M | Buy |
19,550
+241
| +1% | +$48.1K | 0.37% | 25 |
|
|
2017
Q4 | $3.83M | Sell |
19,309
-119
| -0.6% | -$23.6K | 0.35% | 25 |
|
|
2017
Q3 | $3.56M | Buy |
19,428
+30
| +0.2% | +$5.5K | 0.33% | 24 |
|
|
2017
Q2 | $3.29M | Buy |
19,398
+100
| +0.5% | +$16.9K | 0.31% | 24 |
|
|
2017
Q1 | $3.22M | Sell |
19,298
-887
| -4% | -$148K | 0.32% | 24 |
|
|
2016
Q4 | $3.29M | Buy |
20,185
+289
| +1% | +$47.1K | 0.35% | 23 |
|
|
2016
Q3 | $2.87M | Buy |
19,896
+965
| +5% | +$139K | 0.3% | 26 |
|
|
2016
Q2 | $2.74M | Sell |
18,931
-1,338
| -7% | -$194K | 0.31% | 24 |
|
|
2016
Q1 | $2.88M | Buy |
20,269
+115
| +0.6% | +$16.3K | 0.34% | 23 |
|
|
2015
Q4 | $2.66M | Sell |
20,154
-150
| -0.7% | -$19.8K | 0.32% | 25 |
|
|
2015
Q3 | $2.65M | Hold |
20,304
| – | – | 0.33% | 24 |
|
|
2015
Q2 | $2.76M | Hold |
20,304
| – | – | 0.33% | 23 |
|
|
2015
Q1 | $2.93M | Buy |
20,304
+1,533
| +8% | +$221K | 0.35% | 22 |
|
|
2014
Q4 | $2.82M | Buy |
18,771
+400
| +2% | +$60.1K | 0.34% | 24 |
|
|
2014
Q3 | $2.54M | Buy |
18,371
+390
| +2% | +$53.9K | 0.32% | 26 |
|
|
2014
Q2 | $2.28M | Sell |
17,981
-280
| -2% | -$35.4K | 0.3% | 21 |
|
|
2014
Q1 | $2.28M | Buy |
18,261
+1,323
| +8% | +$165K | 0.32% | 23 |
|
|
2013
Q4 | $2.01M | Buy |
16,938
+1,466
| +9% | +$174K | 0.29% | 21 |
|
|
2013
Q3 | $1.76M | Sell |
15,472
-444
| -3% | -$50.4K | 0.28% | 22 |
|
|
2013
Q2 | $1.78M | Buy |
+15,916
| New | +$1.78M | 0.31% | 21 |
|