Bush ODonnell Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-11
| Closed | -$2.09M | – | 45 |
|
|
2014
Q2 | $2.09M | Sell |
11
-33
| -75% | -$6.27M | 1.18% | 19 |
|
|
2014
Q1 | $8.24M | Hold |
44
| – | – | 4.23% | 12 |
|
|
2013
Q4 | $7.83M | Sell |
44
-5
| -10% | -$890K | 4.14% | 14 |
|
|
2013
Q3 | $8.35M | Hold |
49
| – | – | 4.01% | 14 |
|
|
2013
Q2 | $8.26M | Buy |
+49
| New | +$8.26M | 4.12% | 13 |
|