DBIA
Dumont & Blake Investment Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-900
| Closed | -$278K | – | 189 |
|
|
2023
Q1 | $278K | Hold |
900
| – | – | 0.09% | 160 |
|
|
2022
Q4 | $278K | Sell |
900
-232
| -20% | -$71.7K | 0.1% | 158 |
|
|
2022
Q3 | $302K | Hold |
1,132
| – | – | 0.11% | 152 |
|
|
2022
Q2 | $309K | Sell |
1,132
-20
| -2% | -$5.46K | 0.1% | 163 |
|
|
2022
Q1 | $407K | Buy |
1,152
+2
| +0.2% | +$707 | 0.11% | 161 |
|
|
2021
Q4 | $344K | Hold |
1,150
| – | – | 0.09% | 160 |
|
|
2021
Q3 | $314K | Buy |
1,150
+230
| +25% | +$62.8K | 0.09% | 161 |
|
|
2021
Q2 | $256K | Sell |
920
-500
| -35% | -$139K | 0.07% | 174 |
|
|
2021
Q1 | $363K | Buy |
1,420
+500
| +54% | +$128K | 0.11% | 147 |
|
|
2020
Q4 | $213K | Buy |
+920
| New | +$213K | 0.07% | 178 |
|