Financial Partners Capital 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
Q1 | – | Sell |
-8
| Closed | -$2.38M | – | 79 |
|
|
2017
Q4 | $2.38M | Hold |
8
| – | – | 0.44% | 61 |
|
|
2017
Q3 | $2.2M | Buy |
8
+3
| +60% | +$824K | 0.42% | 61 |
|
|
2017
Q2 | $1.27M | Sell |
5
-3
| -38% | -$764K | 0.27% | 68 |
|
|
2017
Q1 | $2M | Sell |
8
-1
| -11% | -$250K | 0.44% | 58 |
|
|
2016
Q4 | $2.2M | Hold |
9
| – | – | 0.53% | 55 |
|
|
2016
Q3 | $1.95M | Hold |
9
| – | – | 0.5% | 54 |
|
|
2016
Q2 | $1.95M | Hold |
9
| – | – | 0.52% | 53 |
|
|
2016
Q1 | $1.92M | Hold |
9
| – | – | 0.48% | 56 |
|
|
2015
Q4 | $1.78M | Hold |
9
| – | – | 0.42% | 60 |
|
|
2015
Q3 | $1.76M | Hold |
9
| – | – | 0.44% | 62 |
|
|
2015
Q2 | $1.84M | Hold |
9
| – | – | 0.45% | 62 |
|
|
2015
Q1 | $1.96M | Hold |
9
| – | – | 0.49% | 63 |
|
|
2014
Q4 | $2.03M | Hold |
9
| – | – | 0.55% | 59 |
|
|
2014
Q3 | $1.86M | Hold |
9
| – | – | 0.54% | 58 |
|
|
2014
Q2 | $1.71M | Hold |
9
| – | – | 0.52% | 59 |
|
|
2014
Q1 | $1.69M | Hold |
9
| – | – | 0.55% | 59 |
|
|
2013
Q4 | $1.6M | Buy |
+9
| New | +$1.6M | 0.53% | 54 |
|
|
2013
Q3 | – | Sell |
-5
| Closed | -$843K | – | 98 |
|
|
2013
Q2 | $843K | Buy |
+5
| New | +$843K | 0.38% | 51 |
|