FWM
Frontier Wealth Management’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $22.6M | Sell |
82,896
-18,713,511
| -100% | -$5.11B | 1.64% | 14 |
|
|
2022
Q1 | $6.57B | Buy |
18,796,407
+18,719,515
| +24,345% | +$6.55B | 81.92% | 1 |
|
|
2021
Q4 | $23M | Buy |
76,892
+383
| +0.5% | +$115K | 1.52% | 14 |
|
|
2021
Q3 | $20.9M | Sell |
76,509
-232
| -0.3% | -$63.3K | 1.44% | 14 |
|
|
2021
Q2 | $14.9M | Buy |
76,741
+82
| +0.1% | +$15.9K | 1.04% | 20 |
|
|
2021
Q1 | $19.6M | Sell |
76,659
-4,570
| -6% | -$1.17M | 1.5% | 13 |
|
|
2020
Q4 | $18.8M | Buy |
81,229
+281
| +0.3% | +$65.2K | 1.54% | 13 |
|
|
2020
Q3 | $17.2M | Buy |
80,948
+621
| +0.8% | +$132K | 1.58% | 12 |
|
|
2020
Q2 | $14.3M | Buy |
80,327
+16,029
| +25% | +$2.86M | 1.32% | 13 |
|
|
2020
Q1 | $11.8M | Buy |
64,298
+15,556
| +32% | +$2.84M | 1.92% | 8 |
|
|
2019
Q4 | $11M | Sell |
48,742
-10,647
| -18% | -$2.41M | 1.77% | 6 |
|
|
2019
Q3 | $12.4M | Sell |
59,389
-8,945
| -13% | -$1.86M | 1.82% | 8 |
|
|
2019
Q2 | $14.6M | Sell |
68,334
-390
| -0.6% | -$83.1K | 2.15% | 9 |
|
|
2019
Q1 | $13.8M | Buy |
68,724
+4,905
| +8% | +$985K | 1.87% | 10 |
|
|
2018
Q4 | $13M | Buy |
63,819
+10,324
| +19% | +$2.11M | 1.98% | 8 |
|
|
2018
Q3 | $11.5M | Sell |
53,495
-741
| -1% | -$159K | 1.09% | 8 |
|
|
2018
Q2 | $10.1M | Buy |
54,236
+2,331
| +4% | +$435K | 1.45% | 10 |
|
|
2018
Q1 | $10.4M | Buy |
51,905
+22,014
| +74% | +$4.39M | 1.45% | 11 |
|
|
2017
Q4 | $5.93M | Sell |
29,891
-26,240
| -47% | -$5.2M | 0.95% | 20 |
|
|
2017
Q3 | $10.3M | Sell |
56,131
-1,925
| -3% | -$353K | 1.48% | 12 |
|
|
2017
Q2 | $9.83M | Sell |
58,056
-4,454
| -7% | -$754K | 1.51% | 10 |
|
|
2017
Q1 | $10.4M | Buy |
62,510
+695
| +1% | +$116K | 1.59% | 8 |
|
|
2016
Q4 | $10.1M | Sell |
61,815
-605
| -1% | -$98.6K | 1.65% | 8 |
|
|
2016
Q3 | $9.02M | Sell |
62,420
-21
| -0% | -$3.03K | 1.37% | 9 |
|
|
2016
Q2 | $9.04M | Buy |
62,441
+149
| +0.2% | +$21.6K | 1.45% | 11 |
|
|
2016
Q1 | $8.84M | Buy |
+62,292
| New | +$8.84M | 0.74% | 12 |
|
|
2015
Q2 | – | Sell |
-56,455
| Closed | -$8.15M | – | 347 |
|
|
2015
Q1 | $8.15M | Buy |
56,455
+47,210
| +511% | +$6.81M | 1.31% | 13 |
|
|
2014
Q4 | $1.39M | Buy |
+9,245
| New | +$1.39M | 0.26% | 63 |
|