Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,322
| Closed | -$275K | – | 30 |
|
|
2019
Q3 | $275K | Hold |
1,322
| – | – | 0.29% | 25 |
|
|
2019
Q2 | $282K | Hold |
1,322
| – | – | 0.28% | 29 |
|
|
2019
Q1 | $266K | Hold |
1,322
| – | – | 0.27% | 28 |
|
|
2018
Q4 | $270K | Sell |
1,322
-10
| -0.8% | -$2.04K | 0.3% | 30 |
|
|
2018
Q3 | $285K | Sell |
1,332
-1,000
| -43% | -$214K | 0.25% | 35 |
|
|
2018
Q2 | $435K | Hold |
2,332
| – | – | 0.4% | 27 |
|
|
2018
Q1 | $465K | Buy |
2,332
+1,000
| +75% | +$199K | 0.44% | 29 |
|
|
2017
Q4 | $264K | Buy |
+1,332
| New | +$264K | 0.23% | 36 |
|