Evelyn V. Moreno’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
Q4 | $1.1M | Sell |
3,090
-5,123
| -62% | -$1.83M | 0.52% | 53 |
|
|
2023
Q3 | $2.88M | Sell |
8,213
-272
| -3% | -$95.3K | 0.63% | 51 |
|
|
2023
Q2 | $2.89M | Sell |
8,485
-85
| -1% | -$29K | 0.62% | 52 |
|
|
2023
Q1 | $2.65M | Sell |
8,570
-4,189
| -33% | -$1.29M | 0.6% | 52 |
|
|
2022
Q4 | $3.94M | Buy |
12,759
+3,850
| +43% | +$1.19M | 0.91% | 46 |
|
|
2022
Q3 | $2.38M | Sell |
8,909
-3,925
| -31% | -$1.05M | 1.07% | 35 |
|
|
2022
Q2 | $3.5M | Buy |
12,834
+4,004
| +45% | +$1.09M | 0.82% | 47 |
|
|
2022
Q1 | $3.12M | Sell |
8,830
-255
| -3% | -$90K | 0.63% | 48 |
|
|
2021
Q4 | $2.72M | Sell |
9,085
-2,117
| -19% | -$633K | 0.54% | 50 |
|
|
2021
Q3 | $3.06M | Sell |
11,202
-520
| -4% | -$142K | 0.72% | 46 |
|
|
2021
Q2 | $3.26M | Sell |
11,722
-465
| -4% | -$129K | 0.76% | 45 |
|
|
2021
Q1 | $3.11M | Sell |
12,187
-30
| -0.2% | -$7.67K | 0.74% | 46 |
|
|
2020
Q4 | $2.83M | Sell |
12,217
-1,725
| -12% | -$400K | 0.7% | 46 |
|
|
2020
Q3 | $2.97M | Sell |
13,942
-1,378
| -9% | -$293K | 0.8% | 44 |
|
|
2020
Q2 | $2.74M | Sell |
15,320
-302
| -2% | -$53.9K | 0.8% | 44 |
|
|
2020
Q1 | $2.86M | Sell |
15,622
-482
| -3% | -$88.1K | 0.97% | 41 |
|
|
2019
Q4 | $3.65M | Sell |
16,104
-820
| -5% | -$186K | 0.98% | 40 |
|
|
2019
Q3 | $3.52M | Buy |
16,924
+700
| +4% | +$146K | 0.97% | 44 |
|
|
2019
Q2 | $3.46M | Sell |
16,224
-405
| -2% | -$86.3K | 1.05% | 40 |
|
|
2019
Q1 | $3.34M | Sell |
16,629
-50
| -0.3% | -$10K | 0.99% | 42 |
|
|
2018
Q4 | $3.41M | Sell |
16,679
-50
| -0.3% | -$10.2K | 1.12% | 38 |
|
|
2018
Q3 | $3.58M | Sell |
16,729
-401
| -2% | -$85.9K | 1% | 42 |
|
|
2018
Q2 | $3.2M | Hold |
17,130
| – | – | 0.93% | 41 |
|
|
2018
Q1 | $3.42M | Sell |
17,130
-400
| -2% | -$79.8K | 1.05% | 41 |
|
|
2017
Q4 | $3.48M | Sell |
17,530
-506
| -3% | -$100K | 1.05% | 40 |
|
|
2017
Q3 | $3.31M | Sell |
18,036
-2,771
| -13% | -$508K | 0.99% | 43 |
|
|
2017
Q2 | $3.52M | Sell |
20,807
-345
| -2% | -$58.4K | 1.08% | 42 |
|
|
2017
Q1 | $3.53M | Sell |
21,152
-6,110
| -22% | -$1.02M | 1.07% | 42 |
|
|
2016
Q4 | $4.44M | Sell |
27,262
-1,415
| -5% | -$231K | 1.6% | 32 |
|
|
2016
Q3 | $4.14M | Sell |
28,677
-20
| -0.1% | -$2.89K | 1.52% | 36 |
|
|
2016
Q2 | $4.16M | Hold |
28,697
| – | – | 1.58% | 35 |
|
|
2016
Q1 | $4.07M | Sell |
28,697
-30
| -0.1% | -$4.26K | 1.58% | 36 |
|
|
2015
Q4 | $3.79M | Sell |
28,727
-10
| -0% | -$1.32K | 1.58% | 34 |
|
|
2015
Q3 | $3.75M | Sell |
28,737
-478
| -2% | -$62.3K | 1.61% | 31 |
|
|
2015
Q2 | $3.98M | Sell |
29,215
-738
| -2% | -$100K | 1.58% | 33 |
|
|
2015
Q1 | $4.32M | Sell |
29,953
-520
| -2% | -$75K | 1.63% | 30 |
|
|
2014
Q4 | $4.58M | Sell |
30,473
-1,226
| -4% | -$184K | 1.68% | 26 |
|
|
2014
Q3 | $4.38M | Sell |
31,699
-1,266
| -4% | -$175K | 1.68% | 22 |
|
|
2014
Q2 | $4.17M | Sell |
32,965
-210
| -0.6% | -$26.6K | 1.57% | 26 |
|
|
2014
Q1 | $4.15M | Sell |
33,175
-1,400
| -4% | -$175K | 1.63% | 24 |
|
|
2013
Q4 | $4.1M | Buy |
+34,575
| New | +$4.1M | 1.69% | 22 |
|