HCIA
Hochman Cole Investment Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $2.13M | Sell |
7,795
-20
| -0.3% | -$5.46K | 0.83% | 29 |
|
|
2021
Q2 | $2.17M | Sell |
7,815
-86
| -1% | -$23.9K | 0.87% | 27 |
|
|
2021
Q1 | $2.02M | Buy |
7,901
+110
| +1% | +$28.1K | 0.85% | 27 |
|
|
2020
Q4 | $1.81M | Sell |
7,791
-210
| -3% | -$48.7K | 0.78% | 27 |
|
|
2020
Q3 | $1.7M | Sell |
8,001
-239
| -3% | -$50.9K | 0.84% | 28 |
|
|
2020
Q2 | $1.47M | Sell |
8,240
-842
| -9% | -$150K | 0.81% | 29 |
|
|
2020
Q1 | $1.66M | Buy |
9,082
+3,019
| +50% | +$552K | 1.14% | 26 |
|
|
2019
Q4 | $1.37M | Sell |
6,063
-1,085
| -15% | -$246K | 0.75% | 31 |
|
|
2019
Q3 | $1.49M | Buy |
7,148
+240
| +3% | +$49.9K | 0.93% | 29 |
|
|
2019
Q2 | $1.47M | Hold |
6,908
| – | – | 0.88% | 31 |
|
|
2019
Q1 | $1.39M | Buy |
6,908
+218
| +3% | +$43.8K | 0.83% | 33 |
|
|
2018
Q4 | $1.37M | Buy |
6,690
+952
| +17% | +$194K | 0.94% | 29 |
|
|
2018
Q3 | $1.23M | Hold |
5,738
| – | – | 0.77% | 30 |
|
|
2018
Q2 | $1.07M | Sell |
5,738
-180
| -3% | -$33.6K | 0.7% | 34 |
|
|
2018
Q1 | $1.18M | Sell |
5,918
-500
| -8% | -$99.8K | 0.82% | 32 |
|
|
2017
Q4 | $1.27M | Sell |
6,418
-373
| -5% | -$73.9K | 0.8% | 36 |
|
|
2017
Q3 | $1.25M | Buy |
6,791
+70
| +1% | +$12.8K | 0.82% | 36 |
|
|
2017
Q2 | $1.14M | Buy |
6,721
+492
| +8% | +$83.3K | 0.79% | 34 |
|
|
2017
Q1 | $1.04M | Buy |
6,229
+1,137
| +22% | +$189K | 0.75% | 37 |
|
|
2016
Q4 | $830K | Hold |
5,092
| – | – | 0.6% | 42 |
|
|
2016
Q3 | $736K | Hold |
5,092
| – | – | 0.55% | 43 |
|
|
2016
Q2 | $737K | Hold |
5,092
| – | – | 0.6% | 41 |
|
|
2016
Q1 | $722K | Buy |
5,092
+200
| +4% | +$28.4K | 0.62% | 42 |
|
|
2015
Q4 | $646K | Buy |
+4,892
| New | +$646K | 0.55% | 45 |
|