Cypress Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-100
| Closed | -$282K | – | 84 |
|
|
2018
Q2 | $282K | Hold |
100
| – | – | 0.31% | 63 |
|
|
2018
Q1 | $299K | Hold |
100
| – | – | 0.32% | 68 |
|
|
2017
Q4 | $298K | Hold |
100
| – | – | 0.29% | 67 |
|
|
2017
Q3 | $275K | Hold |
100
| – | – | 0.44% | 47 |
|
|
2017
Q2 | $255K | Sell |
100
-200
| -67% | -$510K | 0.3% | 63 |
|
|
2017
Q1 | $750K | Hold |
300
| – | – | 0.34% | 68 |
|
|
2016
Q4 | $732K | Hold |
300
| – | – | 0.33% | 68 |
|
|
2016
Q3 | $648K | Hold |
300
| – | – | 0.29% | 75 |
|
|
2016
Q2 | $651K | Hold |
300
| – | – | 0.32% | 70 |
|
|
2016
Q1 | $640K | Hold |
300
| – | – | 0.29% | 71 |
|
|
2015
Q4 | $593K | Buy |
300
+100
| +50% | +$198K | 0.3% | 76 |
|
|
2015
Q3 | $390K | Sell |
200
-100
| -33% | -$195K | 0.21% | 105 |
|
|
2015
Q2 | $615K | Buy |
+300
| New | +$615K | 0.36% | 69 |
|