Filbrandt Wealth Management’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
Q3 | $405K | Sell |
1,486
-325
| -18% | -$88.6K | 0.23% | 21 |
|
|
2021
Q2 | $503K | Buy |
1,811
+688
| +61% | +$191K | 0.29% | 19 |
|
|
2021
Q1 | $287K | Buy |
1,123
+573
| +104% | +$146K | 0.17% | 26 |
|
|
2020
Q4 | $128K | Buy |
550
+50
| +10% | +$11.6K | 0.08% | 44 |
|
|
2020
Q3 | $106K | Sell |
500
-903
| -64% | -$191K | 0.08% | 46 |
|
|
2020
Q2 | $251K | Buy |
1,403
+863
| +160% | +$154K | 0.2% | 30 |
|
|
2020
Q1 | $99K | Sell |
540
-60
| -10% | -$11K | 0.11% | 44 |
|
|
2019
Q4 | $135K | Buy |
+600
| New | +$135K | 0.12% | 38 |
|