Copperwynd Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1
| Closed | -$419K | – | 117 |
|
|
2021
Q2 | $419K | Hold |
1
| – | – | 0.18% | 107 |
|
|
2021
Q1 | $386K | Hold |
1
| – | – | 0.17% | 106 |
|
|
2020
Q4 | $348K | Sell |
1
-1
| -50% | -$348K | 0.17% | 100 |
|
|
2020
Q3 | $640K | Hold |
2
| – | – | 0.34% | 38 |
|
|
2020
Q2 | $535K | Hold |
2
| – | – | 0.31% | 46 |
|
|
2020
Q1 | $544K | Hold |
2
| – | – | 0.26% | 25 |
|
|
2019
Q4 | $679K | Hold |
2
| – | – | 0.36% | 47 |
|
|
2019
Q3 | $668K | Hold |
2
| – | – | 0.38% | 39 |
|
|
2019
Q2 | $637K | Hold |
2
| – | – | 0.37% | 36 |
|
|
2019
Q1 | $602K | Hold |
2
| – | – | 0.36% | 37 |
|
|
2018
Q4 | $612K | Hold |
2
| – | – | 0.38% | 23 |
|
|
2018
Q3 | $640K | Hold |
2
| – | – | 0.39% | 35 |
|
|
2018
Q2 | $564K | Hold |
2
| – | – | 0.4% | 29 |
|
|
2018
Q1 | $598K | Hold |
2
| – | – | 0.41% | 28 |
|
|
2017
Q4 | $595K | Buy |
+2
| New | +$595K | 0.43% | 26 |
|