Centerpoint 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4
| Closed | -$2.13M | – | 439 |
|
|
2023
Q3 | $2.13M | Hold |
4
| – | – | 0.9% | 19 |
|
|
2023
Q2 | $2.07M | Hold |
4
| – | – | 0.84% | 19 |
|
|
2023
Q1 | $1.86M | Hold |
4
| – | – | 0.81% | 23 |
|
|
2022
Q4 | $1.88M | Hold |
4
| – | – | 0.88% | 21 |
|
|
2022
Q3 | $1.63M | Hold |
4
| – | – | 0.86% | 21 |
|
|
2022
Q2 | $1.64M | Sell |
4
-1
| -20% | -$409K | 0.83% | 22 |
|
|
2022
Q1 | $2.65M | Hold |
5
| – | – | 1.21% | 19 |
|
|
2021
Q4 | $2.25M | Hold |
5
| – | – | 0.99% | 19 |
|
|
2021
Q3 | $2.06M | Hold |
5
| – | – | 0.98% | 19 |
|
|
2021
Q2 | $2.09M | Hold |
5
| – | – | 0.99% | 19 |
|
|
2021
Q1 | $1.93M | Hold |
5
| – | – | 1.13% | 18 |
|
|
2020
Q4 | $1.74M | Hold |
5
| – | – | 1.13% | 18 |
|
|
2020
Q3 | $1.6M | Sell |
5
-1
| -17% | -$320K | 1.2% | 18 |
|
|
2020
Q2 | $1.6M | Hold |
6
| – | – | 1.3% | 18 |
|
|
2020
Q1 | $1.63M | Hold |
6
| – | – | 1.62% | 17 |
|
|
2019
Q4 | $2.04M | Hold |
6
| – | – | 1.5% | 17 |
|
|
2019
Q3 | $1.87M | Hold |
6
| – | – | 1.49% | 16 |
|
|
2019
Q2 | $1.91M | Hold |
6
| – | – | 1.53% | 15 |
|
|
2019
Q1 | $1.81M | Hold |
6
| – | – | 1.53% | 16 |
|
|
2018
Q4 | $1.84M | Hold |
6
| – | – | 1.74% | 14 |
|
|
2018
Q3 | $1.92M | Hold |
6
| – | – | 1.52% | 8 |
|
|
2018
Q2 | $1.69M | Sell |
6
-1
| -14% | -$282K | 1.42% | 9 |
|
|
2018
Q1 | $2.09M | Hold |
7
| – | – | 1.82% | 7 |
|
|
2017
Q4 | $2.08M | Buy |
+7
| New | +$2.08M | 1.84% | 7 |
|