BTR Capital Management’s Berkshire Hathaway Class A BRK.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-1
| Closed | -$275K | – | 152 |
|
|
2017
Q3 | $275K | Hold |
1
| – | – | 0.06% | 125 |
|
|
2017
Q2 | $255K | Hold |
1
| – | – | 0.05% | 137 |
|
|
2017
Q1 | $250K | Hold |
1
| – | – | 0.05% | 135 |
|
|
2016
Q4 | $216K | Hold |
1
| – | – | 0.05% | 152 |
|
|
2016
Q3 | $216K | Hold |
1
| – | – | 0.05% | 152 |
|
|
2016
Q2 | $217K | Hold |
1
| – | – | 0.05% | 147 |
|
|
2016
Q1 | $213K | Buy |
+1
| New | +$213K | 0.05% | 147 |
|
|
2015
Q3 | – | Sell |
-1
| Closed | -$205K | – | 167 |
|
|
2015
Q2 | $205K | Hold |
1
| – | – | 0.05% | 147 |
|
|
2015
Q1 | $218K | Hold |
1
| – | – | 0.05% | 146 |
|
|
2014
Q4 | $226K | Hold |
1
| – | – | 0.06% | 126 |
|
|
2014
Q3 | $207K | Buy |
+1
| New | +$207K | 0.06% | 129 |
|
|
2013
Q4 | – | Sell |
-7
| Closed | -$1.19M | – | 144 |
|
|
2013
Q3 | $1.19M | Sell |
7
-2
| -22% | -$341K | 0.37% | 63 |
|
|
2013
Q2 | $1.52M | Buy |
+9
| New | +$1.52M | 0.47% | 59 |
|