CWA
Cypress Wealth Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-994
| Closed | -$203K | – | 81 |
|
|
2018
Q4 | $203K | Sell |
994
-36
| -3% | -$7.35K | 0.28% | 70 |
|
|
2018
Q3 | $221K | Buy |
+1,030
| New | +$221K | 0.23% | 74 |
|
|
2018
Q2 | – | Sell |
-1,020
| Closed | -$203K | – | 81 |
|
|
2018
Q1 | $203K | Sell |
1,020
-61
| -6% | -$12.1K | 0.22% | 76 |
|
|
2017
Q4 | $214K | Buy |
+1,081
| New | +$214K | 0.21% | 77 |
|
|
2017
Q3 | – | Sell |
-1,395
| Closed | -$236K | – | 63 |
|
|
2017
Q2 | $236K | Sell |
1,395
-4,431
| -76% | -$750K | 0.28% | 67 |
|
|
2017
Q1 | $971K | Sell |
5,826
-1,411
| -19% | -$235K | 0.44% | 50 |
|
|
2016
Q4 | $1.18M | Sell |
7,237
-1,803
| -20% | -$294K | 0.54% | 48 |
|
|
2016
Q3 | $1.31M | Buy |
9,040
+1
| +0% | +$144 | 0.59% | 40 |
|
|
2016
Q2 | $1.31M | Buy |
9,039
+25
| +0.3% | +$3.62K | 0.65% | 40 |
|
|
2016
Q1 | $1.28M | Buy |
9,014
+4,204
| +87% | +$597K | 0.59% | 40 |
|
|
2015
Q4 | $635K | Sell |
4,810
-2,744
| -36% | -$362K | 0.32% | 70 |
|
|
2015
Q3 | $985K | Buy |
7,554
+2,595
| +52% | +$338K | 0.53% | 42 |
|
|
2015
Q2 | $675K | Buy |
+4,959
| New | +$675K | 0.39% | 63 |
|