Concert Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-4
| Closed | -$976K | – | 187 |
|
|
2017
Q1 | $976K | Hold |
4
| – | – | 0.22% | 131 |
|
|
2016
Q4 | $976K | Sell |
4
-2
| -33% | -$488K | 0.22% | 132 |
|
|
2016
Q3 | $1.3M | Hold |
6
| – | – | 0.16% | 162 |
|
|
2016
Q2 | $1.3M | Hold |
6
| – | – | 0.18% | 164 |
|
|
2016
Q1 | $1.28M | Hold |
6
| – | – | 0.17% | 153 |
|
|
2015
Q4 | $1.19M | Sell |
6
-1
| -14% | -$198K | 0.16% | 156 |
|
|
2015
Q3 | $1.37M | Buy |
7
+1
| +17% | +$195K | 0.18% | 138 |
|
|
2015
Q2 | $1.23M | Hold |
6
| – | – | 0.16% | 157 |
|
|
2015
Q1 | $1.09M | Hold |
6
| – | – | 0.31% | 73 |
|
|
2014
Q4 | $1.36M | Buy |
6
+1
| +20% | +$226K | 0.21% | 123 |
|
|
2014
Q3 | $1.04M | Hold |
5
| – | – | 0.14% | 123 |
|
|
2014
Q2 | $946K | Hold |
5
| – | – | 0.12% | 147 |
|
|
2014
Q1 | $925K | Hold |
5
| – | – | 0.12% | 149 |
|
|
2013
Q4 | $890K | Hold |
5
| – | – | 0.11% | 150 |
|
|
2013
Q3 | $851K | Hold |
5
| – | – | 0.12% | 146 |
|
|
2013
Q2 | $844K | Buy |
+5
| New | +$844K | 0.13% | 128 |
|