Bruderman Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,041
| Closed | -$230K | – | 96 |
|
|
2019
Q3 | $230K | Hold |
1,041
| – | – | 0.06% | 112 |
|
|
2019
Q2 | $222K | Sell |
1,041
-3,453
| -77% | -$736K | 0.05% | 107 |
|
|
2019
Q1 | $903K | Sell |
4,494
-50
| -1% | -$10K | 0.2% | 71 |
|
|
2018
Q4 | $928K | Buy |
4,544
+3,749
| +472% | +$766K | 0.24% | 62 |
|
|
2018
Q3 | $170K | Sell |
795
-1,197
| -60% | -$256K | 0.04% | 112 |
|
|
2018
Q2 | $372K | Sell |
1,992
-148
| -7% | -$27.6K | 0.09% | 100 |
|
|
2018
Q1 | $427K | Sell |
2,140
-70
| -3% | -$14K | 0.1% | 96 |
|
|
2017
Q4 | $438K | Hold |
2,210
| – | – | 0.11% | 91 |
|
|
2017
Q3 | $405K | Sell |
2,210
-93
| -4% | -$17K | 0.1% | 94 |
|
|
2017
Q2 | $390K | Sell |
2,303
-158
| -6% | -$26.8K | 0.1% | 93 |
|
|
2017
Q1 | $410K | Hold |
2,461
| – | – | 0.12% | 86 |
|
|
2016
Q4 | $401K | Sell |
2,461
-3,597
| -59% | -$586K | 0.12% | 89 |
|
|
2016
Q3 | $875K | Sell |
6,058
-290
| -5% | -$41.9K | 0.26% | 71 |
|
|
2016
Q2 | $919K | Sell |
6,348
-204
| -3% | -$29.5K | 0.29% | 69 |
|
|
2016
Q1 | $930K | Sell |
6,552
-930
| -12% | -$132K | 0.32% | 62 |
|
|
2015
Q4 | $988K | Buy |
7,482
+695
| +10% | +$91.8K | 0.37% | 52 |
|
|
2015
Q3 | $885K | Buy |
6,787
+3,751
| +124% | +$489K | 0.35% | 55 |
|
|
2015
Q2 | $413K | Hold |
3,036
| – | – | 0.16% | 78 |
|
|
2015
Q1 | $438K | Buy |
+3,036
| New | +$438K | 0.17% | 75 |
|