Frontier Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $3.27M | Sell |
8
-1
| -11% | -$409K | 0.24% | 92 |
|
|
2022
Q1 | $4.72M | Sell |
9
-2
| -18% | -$1.05M | 0.06% | 62 |
|
|
2021
Q4 | $4.96M | Hold |
11
| – | – | 0.33% | 62 |
|
|
2021
Q3 | $4.53M | Hold |
11
| – | – | 0.31% | 65 |
|
|
2021
Q2 | $4.61M | Hold |
11
| – | – | 0.32% | 65 |
|
|
2021
Q1 | $4.24M | Hold |
11
| – | – | 0.33% | 58 |
|
|
2020
Q4 | $3.83M | Hold |
11
| – | – | 0.31% | 65 |
|
|
2020
Q3 | $3.52M | Hold |
11
| – | – | 0.32% | 62 |
|
|
2020
Q2 | $2.94M | Buy |
11
+4
| +57% | +$1.07M | 0.27% | 71 |
|
|
2020
Q1 | $1.9M | Buy |
7
+2
| +40% | +$544K | 0.31% | 85 |
|
|
2019
Q4 | $1.7M | Buy |
5
+1
| +25% | +$340K | 0.27% | 82 |
|
|
2019
Q3 | $1.25M | Buy |
4
+2
| +100% | +$624K | 0.18% | 113 |
|
|
2019
Q2 | $637K | Sell |
2
-2
| -50% | -$637K | 0.09% | 162 |
|
|
2019
Q1 | $1.21M | Hold |
4
| – | – | 0.16% | 132 |
|
|
2018
Q4 | $1.22M | Hold |
4
| – | – | 0.19% | 124 |
|
|
2018
Q3 | $1.28M | Hold |
4
| – | – | 0.12% | 127 |
|
|
2018
Q2 | $1.13M | Hold |
4
| – | – | 0.16% | 136 |
|
|
2018
Q1 | $1.2M | Buy |
4
+2
| +100% | +$598K | 0.17% | 136 |
|
|
2017
Q4 | $595K | Sell |
2
-5
| -71% | -$1.49M | 0.1% | 189 |
|
|
2017
Q3 | $1.92M | Hold |
7
| – | – | 0.28% | 92 |
|
|
2017
Q2 | $1.78M | Hold |
7
| – | – | 0.27% | 92 |
|
|
2017
Q1 | $1.75M | Hold |
7
| – | – | 0.27% | 97 |
|
|
2016
Q4 | $1.71M | Buy |
7
+2
| +40% | +$488K | 0.28% | 101 |
|
|
2016
Q3 | $1.08M | Hold |
5
| – | – | 0.16% | 134 |
|
|
2016
Q2 | $1.09M | Hold |
5
| – | – | 0.17% | 123 |
|
|
2016
Q1 | $1.07M | Sell |
5
-60,834
| -100% | -$13B | 0.09% | 126 |
|
|
2015
Q4 | $9.02M | Sell |
60,839
-2,198
| -3% | -$326K | 1.45% | 10 |
|
|
2015
Q3 | $9.2M | Buy |
63,037
+5,599
| +10% | +$817K | 1.45% | 11 |
|
|
2015
Q2 | $8.42M | Buy |
57,438
+57,434
| +1,435,850% | +$8.42M | 1.3% | 15 |
|
|
2015
Q1 | $653K | Buy |
+4
| New | +$653K | 0.1% | 137 |
|