Concert 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-3,075
| Closed | -$515K | – | 38 |
|
|
2017
Q2 | $515K | Buy |
3,075
+1,265
| +70% | +$212K | 0.5% | 63 |
|
|
2017
Q1 | $293K | Sell |
1,810
-325
| -15% | -$52.6K | 0.07% | 352 |
|
|
2016
Q4 | $346K | Sell |
2,135
-2,784
| -57% | -$451K | 0.08% | 321 |
|
|
2016
Q3 | $706K | Sell |
4,919
-515
| -9% | -$73.9K | 0.09% | 295 |
|
|
2016
Q2 | $780K | Buy |
5,434
+399
| +8% | +$57.3K | 0.11% | 248 |
|
|
2016
Q1 | $715K | Sell |
5,035
-2,549
| -34% | -$362K | 0.1% | 264 |
|
|
2015
Q4 | $996K | Sell |
7,584
-188
| -2% | -$24.7K | 0.13% | 189 |
|
|
2015
Q3 | $996K | Buy |
7,772
+1,070
| +16% | +$137K | 0.13% | 196 |
|
|
2015
Q2 | $912K | Buy |
6,702
+850
| +15% | +$116K | 0.12% | 225 |
|
|
2015
Q1 | $840K | Sell |
5,852
-76
| -1% | -$10.9K | 0.24% | 113 |
|
|
2014
Q4 | $895K | Buy |
+5,928
| New | +$895K | 0.14% | 195 |
|