Goldstein Munger & Associates’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
Q2 | – | Sell |
-27,509
| Closed | -$4.59M | – | 37 |
|
|
2017
Q1 | $4.59M | Hold |
27,509
| – | – | 2.02% | 15 |
|
|
2016
Q4 | $4.48M | Hold |
27,509
| – | – | 2% | 15 |
|
|
2016
Q3 | $3.97M | Hold |
27,509
| – | – | 1.81% | 16 |
|
|
2016
Q2 | $3.98M | Sell |
27,509
-3,476
| -11% | -$503K | 1.84% | 15 |
|
|
2016
Q1 | $4.4M | Hold |
30,985
| – | – | 1.91% | 15 |
|
|
2015
Q4 | $4.09M | Hold |
30,985
| – | – | 1.81% | 16 |
|
|
2015
Q3 | $4.04M | Sell |
30,985
-4,225
| -12% | -$551K | 1.84% | 17 |
|
|
2015
Q2 | $4.79M | Sell |
35,210
-1,750
| -5% | -$238K | 2.08% | 15 |
|
|
2015
Q1 | $5.33M | Hold |
36,960
| – | – | 2.28% | 15 |
|
|
2014
Q4 | $5.55M | Sell |
36,960
-2,550
| -6% | -$383K | 2.34% | 15 |
|
|
2014
Q3 | $5.46M | Sell |
39,510
-6,830
| -15% | -$944K | 2.25% | 13 |
|
|
2014
Q2 | $5.87M | Buy |
+46,340
| New | +$5.87M | 2.38% | 12 |
|
|
2014
Q1 | – | Sell |
-46,340
| Closed | -$5.49M | – | 28 |
|
|
2013
Q4 | $5.49M | Buy |
46,340
+200
| +0.4% | +$23.7K | 2.3% | 11 |
|
|
2013
Q3 | $5.24M | Hold |
46,140
| – | – | 2.04% | 13 |
|
|
2013
Q2 | $5.16M | Buy |
+46,140
| New | +$5.16M | 1.93% | 14 |
|