Bordeaux Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,010
| Closed | -$1.06M | – | 82 |
|
|
2022
Q1 | $1.06M | Buy |
3,010
+96
| +3% | +$33.9K | 0.57% | 32 |
|
|
2021
Q4 | $871K | Buy |
2,914
+758
| +35% | +$227K | 0.4% | 45 |
|
|
2021
Q3 | $588K | Sell |
2,156
-1,125
| -34% | -$307K | 0.33% | 47 |
|
|
2021
Q2 | $912K | Buy |
3,281
+1,250
| +62% | +$347K | 0.52% | 29 |
|
|
2021
Q1 | $519K | Sell |
2,031
-65
| -3% | -$16.6K | 0.36% | 41 |
|
|
2020
Q4 | $486K | Buy |
+2,096
| New | +$486K | 0.37% | 43 |
|