BMS Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $201K | Buy |
+589
| New | +$201K | 0.13% | 113 |
|
|
2023
Q1 | – | Sell |
-716
| Closed | -$221K | – | 108 |
|
|
2022
Q4 | $221K | Buy |
+716
| New | +$221K | 0.15% | 89 |
|
|
2022
Q3 | – | Sell |
-848
| Closed | -$232K | – | 101 |
|
|
2022
Q2 | $232K | Sell |
848
-3
| -0.4% | -$821 | 0.15% | 91 |
|
|
2022
Q1 | $300K | Buy |
851
+4
| +0.5% | +$1.41K | 0.19% | 91 |
|
|
2021
Q4 | $253K | Buy |
+847
| New | +$253K | 0.16% | 89 |
|