Forward 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 | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-1,500
| Closed | -$280K | – | 159 |
|
2018
Q2 | $280K | Sell |
1,500
-800
| -35% | -$149K | 0.05% | 139 |
|
2018
Q1 | $459K | Hold |
2,300
| – | – | 0.07% | 140 |
|
2017
Q4 | $456K | Hold |
2,300
| – | – | 0.05% | 143 |
|
2017
Q3 | $422K | Hold |
2,300
| – | – | 0.05% | 143 |
|
2017
Q2 | $390K | Buy |
+2,300
| New | +$390K | 0.03% | 150 |
|