HHM Wealth 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 | – | Sell |
-2,835
| Closed | -$1M | – | 783 |
|
|
2022
Q1 | $1M | Hold |
2,835
| – | – | 0.23% | 38 |
|
|
2021
Q4 | $848K | Hold |
2,835
| – | – | 0.2% | 40 |
|
|
2021
Q3 | $774K | Hold |
2,835
| – | – | 0.21% | 44 |
|
|
2021
Q2 | $788K | Hold |
2,835
| – | – | 0.21% | 42 |
|
|
2021
Q1 | $724K | Sell |
2,835
-71
| -2% | -$18.1K | 0.22% | 41 |
|
|
2020
Q4 | $674K | Hold |
2,906
| – | – | 0.23% | 38 |
|
|
2020
Q3 | $619K | Buy |
2,906
+320
| +12% | +$68.2K | 0.25% | 36 |
|
|
2020
Q2 | $462K | Sell |
2,586
-47
| -2% | -$8.4K | 0.19% | 42 |
|
|
2020
Q1 | $481K | Hold |
2,633
| – | – | 0.23% | 37 |
|
|
2019
Q4 | $596K | Buy |
2,633
+435
| +20% | +$98.5K | 0.29% | 35 |
|
|
2019
Q3 | $457K | Buy |
+2,198
| New | +$457K | 0.26% | 40 |
|