High Pines Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $462K | Buy |
1,295
+74
| +6% | +$26.4K | 0.7% | 22 |
|
|
2023
Q3 | $428K | Buy |
1,221
+139
| +13% | +$48.7K | 0.7% | 21 |
|
|
2023
Q2 | $369K | Buy |
1,082
+3
| +0.3% | +$1.02K | 0.56% | 22 |
|
|
2023
Q1 | $333K | Buy |
1,079
+3
| +0.3% | +$926 | 0.55% | 22 |
|
|
2022
Q4 | $332K | Buy |
1,076
+4
| +0.4% | +$1.24K | 0.58% | 19 |
|
|
2022
Q3 | $286K | Buy |
1,072
+339
| +46% | +$90.4K | 0.55% | 21 |
|
|
2022
Q2 | $200K | Sell |
733
-3,033
| -81% | -$828K | 0.37% | 27 |
|
|
2022
Q1 | $1.33M | Buy |
3,766
+316
| +9% | +$112K | 0.98% | 29 |
|
|
2021
Q4 | $1.03M | Sell |
3,450
-1,533
| -31% | -$459K | 0.72% | 30 |
|
|
2021
Q3 | $1.36M | Buy |
4,983
+1,645
| +49% | +$449K | 0.93% | 30 |
|
|
2021
Q2 | $928K | Buy |
3,338
+900
| +37% | +$250K | 0.7% | 31 |
|
|
2021
Q1 | $623K | Buy |
2,438
+1,050
| +76% | +$268K | 0.55% | 33 |
|
|
2020
Q4 | $322K | Buy |
+1,388
| New | +$322K | 0.3% | 37 |
|