Catamount 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
Q1 | $9.38M | Buy |
46,685
+2,745
| +6% | +$551K | 5.34% | 5 |
|
|
2018
Q4 | $9.03M | Sell |
43,940
-3,030
| -6% | -$623K | 6.16% | 4 |
|
|
2018
Q3 | $10.1M | Sell |
46,970
-225
| -0.5% | -$48.2K | 4.82% | 5 |
|
|
2018
Q2 | $9.75M | Buy |
47,195
+850
| +2% | +$176K | 4.71% | 6 |
|
|
2018
Q1 | $9.25M | Buy |
46,345
+1,540
| +3% | +$307K | 4.93% | 5 |
|
|
2017
Q4 | $8.88M | Sell |
44,805
-895
| -2% | -$177K | 4.96% | 4 |
|
|
2017
Q3 | $8.38M | Sell |
45,700
-10
| -0% | -$1.83K | 4.87% | 5 |
|
|
2017
Q2 | $7.74M | Buy |
45,710
+3,365
| +8% | +$570K | 4.71% | 5 |
|
|
2017
Q1 | $7.06M | Sell |
42,345
-6,545
| -13% | -$1.09M | 4.83% | 5 |
|
|
2016
Q4 | $7.97M | Sell |
48,890
-5,710
| -10% | -$931K | 6.47% | 3 |
|
|
2016
Q3 | $7.86M | Buy |
54,600
+4,185
| +8% | +$602K | 6.74% | 3 |
|
|
2016
Q2 | $7.3M | Buy |
50,415
+6,615
| +15% | +$958K | 8.43% | 3 |
|
|
2016
Q1 | $6.21M | Sell |
43,800
-1,695
| -4% | -$240K | 7.19% | 4 |
|
|
2015
Q4 | $6.01M | Sell |
45,495
-1,980
| -4% | -$261K | 5.44% | 7 |
|
|
2015
Q3 | $6.19M | Buy |
47,475
+1,985
| +4% | +$259K | 6.19% | 6 |
|
|
2015
Q2 | $6.19M | Buy |
45,490
+240
| +0.5% | +$32.7K | 4.79% | 6 |
|
|
2015
Q1 | $6.53M | Buy |
45,250
+1,650
| +4% | +$238K | 5.38% | 4 |
|
|
2014
Q4 | $6.55M | Buy |
+43,600
| New | +$6.55M | 6.24% | 3 |
|