Genovese Burford & Brothers Wealth & Retirement Plan 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $2.69M | Sell |
11,604
-1,786
| -13% | -$414K | 0.67% | 15 |
|
|
2020
Q3 | $2.85M | Sell |
13,390
-109
| -0.8% | -$23.2K | 0.8% | 14 |
|
|
2020
Q2 | $2.41M | Sell |
13,499
-900
| -6% | -$161K | 0.7% | 10 |
|
|
2020
Q1 | $2.63M | Buy |
14,399
+1,995
| +16% | +$365K | 0.73% | 8 |
|
|
2019
Q4 | $2.81M | Buy |
12,404
+406
| +3% | +$92K | 0.65% | 15 |
|
|
2019
Q3 | $2.5M | Buy |
11,998
+855
| +8% | +$178K | 0.62% | 16 |
|
|
2019
Q2 | $2.38M | Buy |
11,143
+167
| +2% | +$35.6K | 0.63% | 16 |
|
|
2019
Q1 | $2.21M | Buy |
10,976
+1,350
| +14% | +$271K | 0.63% | 15 |
|
|
2018
Q4 | $1.97M | Buy |
9,626
+655
| +7% | +$134K | 0.63% | 17 |
|
|
2018
Q3 | $1.92M | Sell |
8,971
-50
| -0.6% | -$10.7K | 0.66% | 12 |
|
|
2018
Q2 | $1.68M | Buy |
9,021
+176
| +2% | +$32.9K | 0.61% | 12 |
|
|
2018
Q1 | $1.76M | Sell |
8,845
-500
| -5% | -$99.7K | 0.64% | 11 |
|
|
2017
Q4 | $2M | Buy |
9,345
+1,073
| +13% | +$230K | 5.24% | 3 |
|
|
2017
Q3 | $1.52M | Sell |
8,272
-75
| -0.9% | -$13.7K | 0.62% | 14 |
|
|
2017
Q2 | $1.41M | Buy |
8,347
+464
| +6% | +$78.5K | 0.56% | 16 |
|
|
2017
Q1 | $1.31M | Sell |
7,883
-2,883
| -27% | -$481K | 0.53% | 16 |
|
|
2016
Q4 | $1.76M | Buy |
10,766
+5,483
| +104% | +$894K | 0.47% | 17 |
|
|
2016
Q3 | $763K | Buy |
5,283
+12
| +0.2% | +$1.73K | 0.3% | 23 |
|
|
2016
Q2 | $763K | Buy |
5,271
+98
| +2% | +$14.2K | 0.31% | 21 |
|
|
2016
Q1 | $733K | Hold |
5,173
| – | – | 0.35% | 23 |
|
|
2015
Q4 | $683K | Buy |
+5,173
| New | +$683K | 0.33% | 25 |
|