CT Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $167K | Hold |
1,000
| – | – | 0.1% | 164 |
|
|
2016
Q4 | $163K | Hold |
1,000
| – | – | 0.1% | 157 |
|
|
2016
Q3 | $144K | Hold |
1,000
| – | – | 0.09% | 168 |
|
|
2016
Q2 | $145K | Sell |
1,000
-400
| -29% | -$57.9K | 0.09% | 163 |
|
|
2016
Q1 | $199K | Sell |
1,400
-955
| -41% | -$135K | 0.11% | 154 |
|
|
2015
Q4 | $311K | Hold |
2,355
| – | – | 0.18% | 109 |
|
|
2015
Q3 | $307K | Hold |
2,355
| – | – | 0.19% | 105 |
|
|
2015
Q2 | $321K | Hold |
2,355
| – | – | 0.18% | 109 |
|
|
2015
Q1 | $340K | Hold |
2,355
| – | – | 0.19% | 110 |
|
|
2014
Q4 | $354K | Buy |
+2,355
| New | +$354K | 0.27% | 81 |
|
|
2014
Q1 | $340K | Buy |
+2,355
| New | +$340K | 0.19% | 110 |
|