HC Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $979K | Buy |
3,587
+25
| +0.7% | +$6.82K | 0.66% | 53 |
|
|
2022
Q1 | $1.26M | Sell |
3,562
-34
| -0.9% | -$12K | 0.75% | 49 |
|
|
2021
Q4 | $1.08M | Sell |
3,596
-38
| -1% | -$11.4K | 0.6% | 56 |
|
|
2021
Q3 | $992K | Sell |
3,634
-110
| -3% | -$30K | 0.6% | 55 |
|
|
2021
Q2 | $1.04M | Sell |
3,744
-100
| -3% | -$27.8K | 0.61% | 54 |
|
|
2021
Q1 | $982K | Hold |
3,844
| – | – | 0.6% | 54 |
|
|
2020
Q4 | $891K | Buy |
3,844
+358
| +10% | +$83K | 0.57% | 55 |
|
|
2020
Q3 | $742K | Buy |
3,486
+540
| +18% | +$115K | 0.53% | 55 |
|
|
2020
Q2 | $526K | Sell |
2,946
-205
| -7% | -$36.6K | 0.41% | 59 |
|
|
2020
Q1 | $576K | Buy |
3,151
+400
| +15% | +$73.1K | 0.51% | 57 |
|
|
2019
Q4 | $623K | Hold |
2,751
| – | – | 0.49% | 60 |
|
|
2019
Q3 | $572K | Buy |
+2,751
| New | +$572K | 0.49% | 59 |
|
|
2018
Q4 | – | Sell |
-2,439
| Closed | -$522K | – | 24 |
|
|
2018
Q3 | $522K | Buy |
2,439
+5
| +0.2% | +$1.07K | 0.46% | 56 |
|
|
2018
Q2 | $454K | Hold |
2,434
| – | – | 0.44% | 58 |
|
|
2018
Q1 | $486K | Buy |
2,434
+82
| +3% | +$16.4K | 0.48% | 58 |
|
|
2017
Q4 | $466K | Buy |
+2,352
| New | +$466K | 0.45% | 60 |
|