Gary Goldberg Planning Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $457K | Hold |
3,046
| – | – | 0.19% | 66 |
|
|
2014
Q3 | $421K | Buy |
3,046
+15
| +0.5% | +$2.07K | 0.18% | 75 |
|
|
2014
Q2 | $384K | Buy |
3,031
+870
| +40% | +$110K | 0.17% | 75 |
|
|
2014
Q1 | $270K | Buy |
2,161
+3
| +0.1% | +$375 | 0.13% | 93 |
|
|
2013
Q4 | $256K | Hold |
2,158
| – | – | 0.15% | 84 |
|
|
2013
Q3 | $245K | Hold |
2,158
| – | – | 0.15% | 84 |
|
|
2013
Q2 | $242K | Buy |
+2,158
| New | +$242K | 0.15% | 75 |
|