GeoWealth Management’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
2020
Q3
Sell
-2
Closed -$534K 162
2020
Q2
$534K Hold
2
0.22% 96
2020
Q1
$544K Buy
2
+1
+100% +$272K 0.38% 51
2019
Q4
$340K Hold
1
0.18% 72
2019
Q3
$312K Buy
+1
New +$312K 0.07% 145