BT Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $346K | Hold |
1,267
| – | – | 0.1% | 48 |
|
|
2022
Q1 | $447K | Sell |
1,267
-27
| -2% | -$9.53K | 0.12% | 40 |
|
|
2021
Q4 | $387K | Buy |
1,294
+233
| +22% | +$69.7K | 0.1% | 44 |
|
|
2021
Q3 | $290K | Sell |
1,061
-202
| -16% | -$55.2K | 0.09% | 42 |
|
|
2021
Q2 | $351K | Buy |
1,263
+201
| +19% | +$55.9K | 0.11% | 41 |
|
|
2021
Q1 | $271K | Buy |
1,062
+8
| +0.8% | +$2.04K | 0.09% | 46 |
|
|
2020
Q4 | $244K | Sell |
1,054
-200
| -16% | -$46.3K | 0.09% | 53 |
|
|
2020
Q3 | $267K | Buy |
1,254
+27
| +2% | +$5.75K | 0.12% | 48 |
|
|
2020
Q2 | $219K | Hold |
1,227
| – | – | 0.11% | 50 |
|
|
2020
Q1 | $224K | Hold |
1,227
| – | – | 0.13% | 47 |
|
|
2019
Q4 | $278K | Buy |
+1,227
| New | +$278K | 0.14% | 51 |
|
|
2019
Q1 | – | Sell |
-3,050
| Closed | -$618K | – | 62 |
|
|
2018
Q4 | $618K | Buy |
+3,050
| New | +$618K | 0.27% | 45 |
|