BKS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $223K | Hold |
1,109
| – | – | 0.09% | 191 |
|
|
2018
Q4 | $226K | Sell |
1,109
-652
| -37% | -$133K | 0.1% | 182 |
|
|
2018
Q3 | $377K | Hold |
1,761
| – | – | 0.14% | 147 |
|
|
2018
Q2 | $329K | Hold |
1,761
| – | – | 0.12% | 158 |
|
|
2018
Q1 | $351K | Hold |
1,761
| – | – | 0.13% | 149 |
|
|
2017
Q4 | $349K | Hold |
1,761
| – | – | 0.13% | 143 |
|
|
2017
Q3 | $323K | Hold |
1,761
| – | – | 0.13% | 145 |
|
|
2017
Q2 | $298K | Sell |
1,761
-650
| -27% | -$110K | 0.12% | 150 |
|
|
2017
Q1 | $402K | Hold |
2,411
| – | – | 0.18% | 128 |
|
|
2016
Q4 | $393K | Buy |
2,411
+260
| +12% | +$42.4K | 0.18% | 120 |
|
|
2016
Q3 | $311K | Hold |
2,151
| – | – | 0.14% | 126 |
|
|
2016
Q2 | $311K | Hold |
2,151
| – | – | 0.16% | 127 |
|
|
2016
Q1 | $305K | Sell |
2,151
-1,850
| -46% | -$262K | 0.16% | 120 |
|
|
2015
Q4 | $528K | Buy |
4,001
+200
| +5% | +$26.4K | 0.27% | 84 |
|
|
2015
Q3 | $496K | Buy |
3,801
+104
| +3% | +$13.6K | 0.28% | 76 |
|
|
2015
Q2 | $503K | Buy |
3,697
+124
| +3% | +$16.9K | 0.24% | 78 |
|
|
2015
Q1 | $516K | Buy |
+3,573
| New | +$516K | 0.25% | 80 |
|