Bridgewater Wealth & Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-9,050
| Closed | -$1.53M | – | 40 |
|
|
2017
Q2 | $1.53M | Buy |
9,050
+807
| +10% | +$137K | 0.51% | 39 |
|
|
2017
Q1 | $1.37M | Sell |
8,243
-65
| -0.8% | -$10.8K | 0.5% | 41 |
|
|
2016
Q4 | $1.35M | Sell |
8,308
-200
| -2% | -$32.6K | 0.51% | 41 |
|
|
2016
Q3 | $1.23M | Buy |
8,508
+125
| +1% | +$18.1K | 0.45% | 42 |
|
|
2016
Q2 | $1.21M | Sell |
8,383
-187
| -2% | -$27.1K | 0.44% | 45 |
|
|
2016
Q1 | $1.22M | Buy |
8,570
+3,682
| +75% | +$522K | 0.44% | 42 |
|
|
2015
Q4 | $645K | Hold |
4,888
| – | – | 0.25% | 49 |
|
|
2015
Q3 | $637K | Buy |
4,888
+80
| +2% | +$10.4K | 0.26% | 50 |
|
|
2015
Q2 | $654K | Buy |
4,808
+20
| +0.4% | +$2.72K | 0.28% | 46 |
|
|
2015
Q1 | $691K | Sell |
4,788
-250
| -5% | -$36.1K | 0.29% | 47 |
|
|
2014
Q4 | $756K | Buy |
+5,038
| New | +$756K | 0.31% | 52 |
|