Exencial Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,200
| Closed | -$3.84M | – | 372 |
|
|
2020
Q3 | $3.84M | Hold |
1,200
| – | – | 0.2% | 132 |
|
|
2020
Q2 | $3.21M | Hold |
1,200
| – | – | 0.28% | 113 |
|
|
2020
Q1 | $3.26M | Hold |
1,200
| – | – | 0.58% | 62 |
|
|
2019
Q4 | $4.08M | Hold |
1,200
| – | – | 0.71% | 54 |
|
|
2019
Q3 | $3.74M | Buy |
+1,200
| New | +$3.74M | 0.8% | 45 |
|