Evermay Wealth Management’s Berkshire Hathaway Class A BRK.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-100
| Closed | -$282K | – | 148 |
|
|
2018
Q2 | $282K | Hold |
100
| – | – | 0.09% | 108 |
|
|
2018
Q1 | $299K | Buy |
+100
| New | +$299K | 0.1% | 102 |
|
|
2015
Q1 | – | Sell |
-100
| Closed | -$226K | – | 88 |
|
|
2014
Q4 | $226K | Buy |
100
+99
| +9,900% | +$224K | 0.15% | 79 |
|
|
2014
Q3 | $207K | Buy |
+1
| New | +$207K | 0.18% | 78 |
|