Cobiz Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $955K | Hold |
3
| – | – | 0.19% | 71 |
|
|
2019
Q1 | $904K | Hold |
3
| – | – | 0.17% | 78 |
|
|
2018
Q4 | $918K | Hold |
3
| – | – | 0.2% | 82 |
|
|
2018
Q3 | $960K | Hold |
3
| – | – | 0.18% | 77 |
|
|
2018
Q2 | $846K | Hold |
3
| – | – | 0.17% | 83 |
|
|
2018
Q1 | $897K | Hold |
3
| – | – | 0.19% | 79 |
|
|
2017
Q4 | $893K | Hold |
3
| – | – | 0.19% | 81 |
|
|
2017
Q3 | $824K | Hold |
3
| – | – | 0.18% | 82 |
|
|
2017
Q2 | $764K | Hold |
3
| – | – | 0.17% | 81 |
|
|
2017
Q1 | $750K | Hold |
3
| – | – | 0.17% | 84 |
|
|
2016
Q4 | $732K | Hold |
3
| – | – | 0.17% | 85 |
|
|
2016
Q3 | $649K | Hold |
3
| – | – | 0.16% | 89 |
|
|
2016
Q2 | $651K | Hold |
3
| – | – | 0.16% | 92 |
|
|
2016
Q1 | $640K | Hold |
3
| – | – | 0.16% | 92 |
|
|
2015
Q4 | $593K | Sell |
3
-3
| -50% | -$593K | 0.14% | 101 |
|
|
2015
Q3 | $1.17M | Hold |
6
| – | – | 0.28% | 80 |
|
|
2015
Q2 | $1.23M | Hold |
6
| – | – | 0.27% | 76 |
|
|
2015
Q1 | $1.31M | Hold |
6
| – | – | 0.29% | 72 |
|
|
2014
Q4 | $1.36M | Hold |
6
| – | – | 0.31% | 67 |
|
|
2014
Q3 | $1.24M | Hold |
6
| – | – | 0.29% | 69 |
|
|
2014
Q2 | $1.14M | Hold |
6
| – | – | 0.26% | 71 |
|
|
2014
Q1 | $1.12M | Hold |
6
| – | – | 0.27% | 71 |
|
|
2013
Q4 | $1.07M | Hold |
6
| – | – | 0.25% | 74 |
|
|
2013
Q3 | $1.02M | Hold |
6
| – | – | 0.26% | 76 |
|
|
2013
Q2 | $1.01M | Buy |
+6
| New | +$1.01M | 0.27% | 71 |
|