GenTrust’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
Q3 | – | Sell |
-1
| Closed | -$409K | – | 124 |
|
|
2022
Q2 | $409K | Hold |
1
| – | – | 0.03% | 104 |
|
|
2022
Q1 | $529K | Buy |
+1
| New | +$529K | 0.04% | 100 |
|
|
2017
Q2 | – | Sell |
-4
| Closed | -$999K | – | 83 |
|
|
2017
Q1 | $999K | Sell |
4
-1
| -20% | -$250K | 0.23% | 39 |
|
|
2016
Q4 | $1.22M | Buy |
+5
| New | +$1.22M | 0.24% | 37 |
|