Clear Perspective Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $9.41M | Buy |
31,482
+1,541
| +5% | +$461K | 2.86% | 7 |
|
|
2021
Q3 | $8.17M | Sell |
29,941
-1,372
| -4% | -$374K | 2.8% | 8 |
|
|
2021
Q2 | $8.7M | Sell |
31,313
-1,889
| -6% | -$525K | 3.02% | 7 |
|
|
2021
Q1 | $8.48M | Sell |
33,202
-787
| -2% | -$201K | 3.32% | 6 |
|
|
2020
Q4 | $7.88M | Sell |
33,989
-159
| -0.5% | -$36.9K | 3.22% | 7 |
|
|
2020
Q3 | $804 | Sell |
34,148
-725
| -2% | -$17 | 0.38% | 48 |
|
|
2020
Q2 | $6.23M | Sell |
34,873
-1,162
| -3% | -$207K | 3.4% | 7 |
|
|
2020
Q1 | $6.59M | Sell |
36,035
-1,094
| -3% | -$200K | 4.4% | 6 |
|
|
2019
Q4 | $8.41M | Sell |
37,129
-1,706
| -4% | -$386K | 5.2% | 3 |
|
|
2019
Q3 | $8.08M | Buy |
38,835
+34,913
| +890% | +$7.26M | 3.66% | 4 |
|
|
2019
Q2 | $8.35M | Sell |
3,922
-37,413
| -91% | -$79.7M | 5.36% | 3 |
|
|
2019
Q1 | $8.75M | Sell |
41,335
-163
| -0.4% | -$34.5K | 6.21% | 2 |
|
|
2018
Q4 | $8.47M | Sell |
41,498
-816
| -2% | -$167K | 7.04% | 2 |
|
|
2018
Q3 | $9.06M | Sell |
42,314
-116
| -0.3% | -$24.8K | 6.72% | 2 |
|
|
2018
Q2 | $7.92M | Sell |
42,430
-252
| -0.6% | -$47K | 5.54% | 2 |
|
|
2018
Q1 | $8.51M | Buy |
42,682
+1,484
| +4% | +$296K | 6.36% | 1 |
|
|
2017
Q4 | $8.17M | Buy |
41,198
+258
| +0.6% | +$51.1K | 6.24% | 1 |
|
|
2017
Q3 | $7.51M | Sell |
40,940
-137
| -0.3% | -$25.1K | 6.13% | 1 |
|
|
2017
Q2 | $6.96M | Buy |
41,077
+135
| +0.3% | +$22.9K | 5.85% | 1 |
|
|
2017
Q1 | $6.82M | Sell |
40,942
-1,116
| -3% | -$186K | 4.51% | 3 |
|
|
2016
Q4 | $6.86M | Buy |
+42,058
| New | +$6.86M | 4.55% | 3 |
|