Harborview Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $286K | Buy |
1,048
+258
| +33% | +$70.4K | 0.16% | 91 |
|
|
2021
Q2 | $220K | Hold |
790
| – | – | 0.12% | 97 |
|
|
2021
Q1 | $202K | Buy |
+790
| New | +$202K | 0.12% | 95 |
|
|
2020
Q1 | – | Sell |
-1,140
| Closed | -$258K | – | 85 |
|
|
2019
Q4 | $258K | Hold |
1,140
| – | – | 0.2% | 71 |
|
|
2019
Q3 | $237K | Hold |
1,140
| – | – | 0.19% | 73 |
|
|
2019
Q2 | $243K | Hold |
1,140
| – | – | 0.2% | 73 |
|
|
2019
Q1 | $229K | Hold |
1,140
| – | – | 0.2% | 66 |
|
|
2018
Q4 | $233K | Hold |
1,140
| – | – | 0.27% | 47 |
|
|
2018
Q3 | $244K | Hold |
1,140
| – | – | 0.25% | 50 |
|
|
2018
Q2 | $213K | Sell |
1,140
-100
| -8% | -$18.7K | 0.2% | 67 |
|
|
2018
Q1 | $247K | Buy |
+1,240
| New | +$247K | 0.23% | 60 |
|