First Affirmative Financial Network’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-1
| Closed | -$319K | – | 168 |
|
2022
Q4 | $319K | Hold |
1
| – | – | 0.39% | 78 |
|
2022
Q3 | $370K | Hold |
1
| – | – | 0.47% | 56 |
|
2022
Q2 | $492K | Hold |
1
| – | – | 0.56% | 42 |
|
2022
Q1 | $757K | Sell |
1
-1
| -50% | -$757K | 0.73% | 27 |
|
2021
Q4 | $677K | Buy |
2
+1
| +100% | +$339K | 0.62% | 35 |
|
2021
Q3 | $591K | Buy |
+1
| New | +$591K | 0.61% | 37 |
|