Girard Securities’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 | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | – | Sell |
-2,555
| Closed | -$468K | – | 9 |
|
2017
Q3 | $468K | Sell |
2,555
-3,709
| -59% | -$679K | 0.41% | 53 |
|
2017
Q2 | $1.06M | Buy |
6,264
+1,150
| +22% | +$194K | 0.79% | 32 |
|
2017
Q1 | $852K | Sell |
5,114
-1,835
| -26% | -$306K | 0.73% | 36 |
|
2016
Q4 | $1.13M | Buy |
6,949
+60
| +0.9% | +$9.78K | 0.99% | 22 |
|
2016
Q3 | $995K | Sell |
6,889
-2,205
| -24% | -$318K | 1.02% | 25 |
|
2016
Q2 | $1.31M | Sell |
9,094
-255
| -3% | -$36.8K | 1.2% | 22 |
|
2016
Q1 | $1.33M | Sell |
9,349
-2,140
| -19% | -$304K | 1.31% | 16 |
|
2015
Q4 | $1.52M | Buy |
+11,489
| New | +$1.52M | 1.52% | 11 |
|