Domani Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $399K | Hold |
1,291
| – | – | 0.09% | 83 |
|
|
2022
Q4 | $399K | Sell |
1,291
-34
| -3% | -$10.5K | 0.1% | 83 |
|
|
2022
Q3 | $354K | Hold |
1,325
| – | – | 0.1% | 76 |
|
|
2022
Q2 | $362K | Hold |
1,325
| – | – | 0.1% | 83 |
|
|
2022
Q1 | $468K | Buy |
1,325
+336
| +34% | +$119K | 0.1% | 81 |
|
|
2021
Q4 | $296K | Sell |
989
-43
| -4% | -$12.9K | 0.06% | 103 |
|
|
2021
Q3 | $282K | Buy |
1,032
+2
| +0.2% | +$547 | 0.06% | 99 |
|
|
2021
Q2 | $286K | Hold |
1,030
| – | – | 0.06% | 100 |
|
|
2021
Q1 | $263K | Buy |
1,030
+121
| +13% | +$30.9K | 0.05% | 118 |
|
|
2020
Q4 | $211K | Buy |
+909
| New | +$211K | 0.04% | 118 |
|
|
2020
Q1 | – | Sell |
-1,033
| Closed | -$234K | – | 127 |
|
|
2019
Q4 | $234K | Hold |
1,033
| – | – | 0.08% | 103 |
|
|
2019
Q3 | $215K | Buy |
1,033
+83
| +9% | +$17.3K | 0.08% | 105 |
|
|
2019
Q2 | $203K | Sell |
950
-150
| -14% | -$32.1K | 0.08% | 106 |
|
|
2019
Q1 | $221K | Hold |
1,100
| – | – | 0.09% | 102 |
|
|
2018
Q4 | $225K | Buy |
1,100
+95
| +9% | +$19.4K | 0.1% | 91 |
|
|
2018
Q3 | $215K | Buy |
+1,005
| New | +$215K | 0.09% | 97 |
|
|
2016
Q1 | – | Sell |
-2,321
| Closed | -$306K | – | 117 |
|
|
2015
Q4 | $306K | Buy |
2,321
+230
| +11% | +$30.3K | 0.12% | 91 |
|
|
2015
Q3 | $273K | Buy |
2,091
+20
| +1% | +$2.61K | 0.15% | 79 |
|
|
2015
Q2 | $282K | Buy |
2,071
+1,768
| +583% | +$241K | 0.15% | 70 |
|
|
2015
Q1 | $2.1K | Buy |
+303
| New | +$2.1K | 0.03% | 92 |
|