FormulaFolio Investments’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
Q2 | $814K | Buy |
2,929
+201
| +7% | +$55.9K | 0.27% | 53 |
|
|
2021
Q1 | $779K | Sell |
2,728
-21,649
| -89% | -$6.18M | 0.25% | 53 |
|
|
2020
Q4 | $5.65M | Buy |
24,377
+13,319
| +120% | +$3.09M | 0.12% | 138 |
|
|
2020
Q3 | $2.36M | Buy |
11,058
+878
| +9% | +$187K | 0.09% | 87 |
|
|
2020
Q2 | $1.82M | Buy |
10,180
+1,050
| +12% | +$187K | 0.07% | 97 |
|
|
2020
Q1 | $1.67M | Buy |
9,130
+347
| +4% | +$63.4K | 0.09% | 84 |
|
|
2019
Q4 | $1.99M | Sell |
8,783
-908
| -9% | -$206K | 0.07% | 119 |
|
|
2019
Q3 | $2.02M | Buy |
9,691
+567
| +6% | +$118K | 0.08% | 110 |
|
|
2019
Q2 | $1.95M | Sell |
9,124
-557
| -6% | -$119K | 0.08% | 95 |
|
|
2019
Q1 | $1.95M | Buy |
9,681
+3,184
| +49% | +$640K | 0.09% | 88 |
|
|
2018
Q4 | $1.39M | Hold |
6,497
| – | – | 0.06% | 108 |
|
|
2018
Q3 | $1.39M | Buy |
6,497
+509
| +9% | +$109K | 0.06% | 108 |
|
|
2018
Q2 | $1.12M | Buy |
5,988
+813
| +16% | +$152K | 0.05% | 120 |
|
|
2018
Q1 | $1.03M | Buy |
5,175
+1,145
| +28% | +$228K | 0.06% | 104 |
|
|
2017
Q4 | $799K | Buy |
4,030
+1,271
| +46% | +$252K | 0.05% | 122 |
|
|
2017
Q3 | $506K | Buy |
2,759
+673
| +32% | +$123K | 0.04% | 135 |
|
|
2017
Q2 | $353K | Sell |
2,086
-4,320
| -67% | -$731K | 0.03% | 157 |
|
|
2017
Q1 | $1.07M | Buy |
6,406
+3,105
| +94% | +$518K | 0.12% | 60 |
|
|
2016
Q4 | $538K | Buy |
3,301
+804
| +32% | +$131K | 0.07% | 95 |
|
|
2016
Q3 | $361K | Buy |
2,497
+772
| +45% | +$112K | 0.05% | 93 |
|
|
2016
Q2 | $250K | Sell |
1,725
-125
| -7% | -$18.1K | 0.04% | 106 |
|
|
2016
Q1 | $262K | Sell |
1,850
-1,650
| -47% | -$234K | 0.05% | 108 |
|
|
2015
Q4 | $462K | Buy |
3,500
+1,830
| +110% | +$242K | 0.12% | 61 |
|
|
2015
Q3 | $218K | Buy |
+1,670
| New | +$218K | 0.07% | 71 |
|