Fusion Family Wealth’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 |
-14
| Closed | -$4.28M | – | 163 |
|
|
2018
Q4 | $4.28M | Hold |
14
| – | – | 1.26% | 17 |
|
|
2018
Q3 | $4.48M | Buy |
14
+3
| +27% | +$960K | 1.2% | 17 |
|
|
2018
Q2 | $3.1M | Hold |
11
| – | – | 0.87% | 21 |
|
|
2018
Q1 | $3.29M | Buy |
11
+1
| +10% | +$299K | 1.11% | 15 |
|
|
2017
Q4 | $2.98M | Buy |
+10
| New | +$2.98M | 0.74% | 19 |
|
|
2017
Q3 | – | Sell |
-10
| Closed | -$2.55M | – | 234 |
|
|
2017
Q2 | $2.55M | Hold |
10
| – | – | 0.87% | 23 |
|
|
2017
Q1 | $2.5M | Hold |
10
| – | – | 0.94% | 22 |
|
|
2016
Q4 | $2.43M | Buy |
+10
| New | +$2.43M | 1.43% | 16 |
|