First National Bank of Mount Dora’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1
| Closed | -$306K | – | 98 |
|
|
2018
Q4 | $306K | Hold |
1
| – | – | 0.15% | 77 |
|
|
2018
Q3 | $320K | Sell |
1
-1
| -50% | -$320K | 0.14% | 78 |
|
|
2018
Q2 | $564K | Hold |
2
| – | – | 0.25% | 68 |
|
|
2018
Q1 | $598K | Hold |
2
| – | – | 0.27% | 66 |
|
|
2017
Q4 | $596K | Hold |
2
| – | – | 0.26% | 66 |
|
|
2017
Q3 | $550K | Hold |
2
| – | – | 0.27% | 61 |
|
|
2017
Q2 | $510K | Hold |
2
| – | – | 0.27% | 66 |
|
|
2017
Q1 | $500K | Hold |
2
| – | – | 0.27% | 63 |
|
|
2016
Q4 | $488K | Hold |
2
| – | – | 0.29% | 68 |
|
|
2016
Q3 | $432K | Hold |
2
| – | – | 0.24% | 73 |
|
|
2016
Q2 | $434K | Hold |
2
| – | – | 0.25% | 72 |
|
|
2016
Q1 | $426K | Hold |
2
| – | – | 0.25% | 71 |
|
|
2015
Q4 | $396K | Buy |
+2
| New | +$396K | 0.23% | 72 |
|
|
2015
Q3 | – | Sell |
-1
| Closed | -$205K | – | 82 |
|
|
2015
Q2 | $205K | Hold |
1
| – | – | 0.11% | 88 |
|
|
2015
Q1 | $218K | Hold |
1
| – | – | 0.12% | 89 |
|
|
2014
Q4 | $226K | Hold |
1
| – | – | 0.13% | 92 |
|
|
2014
Q3 | $207K | Buy |
+1
| New | +$207K | 0.12% | 94 |
|