Constellation Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $665K | Sell |
5,100
-85
| -2% | -$11.1K | 0.07% | 60 |
|
|
2015
Q2 | $706K | Hold |
5,185
| – | – | 0.06% | 131 |
|
|
2015
Q1 | $748K | Buy |
5,185
+2,585
| +99% | +$373K | 0.07% | 130 |
|
|
2014
Q4 | $390K | Hold |
2,600
| – | – | 0.03% | 150 |
|
|
2014
Q3 | $359K | Hold |
2,600
| – | – | 0.03% | 157 |
|
|
2014
Q2 | $329K | Sell |
2,600
-89,100
| -97% | -$11.3M | 0.04% | 149 |
|
|
2014
Q1 | $11.5M | Buy |
91,700
+1,325
| +1% | +$166K | 1.12% | 17 |
|
|
2013
Q4 | $10.7M | Hold |
90,375
| – | – | 1.03% | 15 |
|
|
2013
Q3 | $10.3M | Hold |
90,375
| – | – | 1.17% | 12 |
|
|
2013
Q2 | $10.1M | Buy |
+90,375
| New | +$10.1M | 1.21% | 10 |
|