GWA
Guidant Wealth Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $5.68M | Buy |
27,317
+517
| +2% | +$108K | 2.11% | 17 |
|
|
2019
Q2 | $5.71M | Sell |
26,800
-1,065
| -4% | -$227K | 2.21% | 16 |
|
|
2019
Q1 | $5.6M | Buy |
27,865
+4,664
| +20% | +$937K | 2.18% | 16 |
|
|
2018
Q4 | $4.74M | Sell |
23,201
-1,402
| -6% | -$286K | 2.21% | 17 |
|
|
2018
Q3 | $5.28M | Sell |
24,603
-592
| -2% | -$127K | 2.21% | 18 |
|
|
2018
Q2 | $4.73M | Sell |
25,195
-1,547
| -6% | -$291K | 2.06% | 18 |
|
|
2018
Q1 | $5.21M | Sell |
26,742
-2,991
| -10% | -$583K | 2.36% | 17 |
|
|
2017
Q4 | $6.03M | Sell |
29,733
-64
| -0.2% | -$13K | 2.7% | 17 |
|
|
2017
Q3 | $5.59M | Buy |
29,797
+367
| +1% | +$68.8K | 3.97% | 10 |
|
|
2017
Q2 | $5.01M | Sell |
29,430
-694
| -2% | -$118K | 2.58% | 12 |
|
|
2017
Q1 | $5M | Buy |
30,124
+619
| +2% | +$103K | 2.62% | 13 |
|
|
2016
Q4 | $4.79M | Buy |
29,505
+989
| +3% | +$160K | 2.71% | 11 |
|
|
2016
Q3 | $4.08M | Buy |
+28,516
| New | +$4.08M | 2.51% | 14 |
|