Hapanowicz & Associates Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1
| Closed | -$348K | – | 31 |
|
|
2020
Q4 | $348K | Hold |
1
| – | – | 0.18% | 22 |
|
|
2020
Q3 | $320K | Hold |
1
| – | – | 0.19% | 22 |
|
|
2020
Q2 | $267K | Hold |
1
| – | – | 0.17% | 15 |
|
|
2020
Q1 | $272K | Hold |
1
| – | – | 0.19% | 14 |
|
|
2019
Q4 | $340K | Hold |
1
| – | – | 0.21% | 16 |
|
|
2019
Q3 | $312K | Hold |
1
| – | – | 0.2% | 13 |
|
|
2019
Q2 | $318K | Hold |
1
| – | – | 0.21% | 15 |
|
|
2019
Q1 | $301K | Hold |
1
| – | – | 0.2% | 15 |
|
|
2018
Q4 | $306K | Hold |
1
| – | – | 0.23% | 14 |
|
|
2018
Q3 | $322K | Hold |
1
| – | – | 0.22% | 14 |
|
|
2018
Q2 | $284K | Hold |
1
| – | – | 0.2% | 14 |
|
|
2018
Q1 | $293K | Hold |
1
| – | – | 0.22% | 13 |
|
|
2017
Q4 | $304K | Hold |
1
| – | – | 0.22% | 13 |
|
|
2017
Q3 | $281K | Hold |
1
| – | – | 0.22% | 14 |
|
|
2017
Q2 | $255K | Hold |
1
| – | – | 0.21% | 17 |
|
|
2017
Q1 | $249K | Hold |
1
| – | – | 0.22% | 18 |
|
|
2016
Q4 | $243K | Buy |
+1
| New | +$243K | 0.23% | 18 |
|