Epstein & White Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $362K | Buy |
1,305
+307
| +31% | +$85.2K | 0.1% | 54 |
|
|
2021
Q1 | $255K | Buy |
998
+4
| +0.4% | +$1.02K | 0.07% | 67 |
|
|
2020
Q4 | $230K | Sell |
994
-185
| -16% | -$42.8K | 0.07% | 72 |
|
|
2020
Q3 | $251K | Buy |
+1,179
| New | +$251K | 0.09% | 58 |
|
|
2020
Q2 | – | Sell |
-1,279
| Closed | -$234K | – | 77 |
|
|
2020
Q1 | $234K | Buy |
1,279
+297
| +30% | +$54.3K | 0.1% | 64 |
|
|
2019
Q4 | $223K | Sell |
982
-21
| -2% | -$4.77K | 0.1% | 69 |
|
|
2019
Q3 | $210K | Sell |
1,003
-157
| -14% | -$32.9K | 0.1% | 68 |
|
|
2019
Q2 | $241K | Buy |
1,160
+95
| +9% | +$19.7K | 0.13% | 71 |
|
|
2019
Q1 | $214K | Buy |
1,065
+7
| +0.7% | +$1.41K | 0.12% | 77 |
|
|
2018
Q4 | $216K | Buy |
1,058
+46
| +5% | +$9.39K | 0.13% | 72 |
|
|
2018
Q3 | $216K | Buy |
+1,012
| New | +$216K | 0.14% | 82 |
|