Fernwood Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2
| Closed | -$1.27M | – | 258 |
|
|
2024
Q1 | $1.27M | Hold |
2
| – | – | 0.37% | 67 |
|
|
2023
Q4 | $1.09M | Sell |
2
-1
| -33% | -$543K | 0.36% | 74 |
|
|
2023
Q3 | $1.59M | Hold |
3
| – | – | 0.57% | 47 |
|
|
2023
Q2 | $1.55M | Hold |
3
| – | – | 0.55% | 51 |
|
|
2023
Q1 | $1.4M | Hold |
3
| – | – | 0.54% | 56 |
|
|
2022
Q4 | $1.41M | Hold |
3
| – | – | 0.58% | 54 |
|
|
2022
Q3 | $1.22M | Hold |
3
| – | – | 0.51% | 56 |
|
|
2022
Q2 | $1.23M | Hold |
3
| – | – | 0.53% | 57 |
|
|
2022
Q1 | $1.59M | Hold |
3
| – | – | 0.56% | 56 |
|
|
2021
Q4 | $1.35M | Hold |
3
| – | – | 0.44% | 64 |
|
|
2021
Q3 | $1.23M | Hold |
3
| – | – | 0.42% | 72 |
|
|
2021
Q2 | $1.26M | Hold |
3
| – | – | 0.42% | 70 |
|
|
2021
Q1 | $1.16M | Hold |
3
| – | – | 0.43% | 70 |
|
|
2020
Q4 | $1.04M | Hold |
3
| – | – | 0.41% | 73 |
|
|
2020
Q3 | $960K | Sell |
3
-2
| -40% | -$640K | 0.45% | 67 |
|
|
2020
Q2 | $1.34M | Sell |
5
-1
| -17% | -$267K | 0.66% | 47 |
|
|
2020
Q1 | $1.63M | Hold |
6
| – | – | 1.04% | 34 |
|
|
2019
Q4 | $2.04M | Hold |
6
| – | – | 0.97% | 36 |
|
|
2019
Q3 | $1.87M | Hold |
6
| – | – | 0.93% | 34 |
|
|
2019
Q2 | $1.91M | Hold |
6
| – | – | 1.05% | 30 |
|
|
2019
Q1 | $1.81M | Hold |
6
| – | – | 0.96% | 33 |
|
|
2018
Q4 | $1.84M | Hold |
6
| – | – | 1.18% | 22 |
|
|
2018
Q3 | $1.92M | Hold |
6
| – | – | 1.01% | 27 |
|
|
2018
Q2 | $1.69M | Hold |
6
| – | – | 0.91% | 33 |
|
|
2018
Q1 | $1.8M | Hold |
6
| – | – | 1% | 27 |
|
|
2017
Q4 | $1.79M | Buy |
+6
| New | +$1.79M | 0.96% | 30 |
|