Independence 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $567K | Buy |
+2,661
| New | +$567K | 0.12% | 48 |
|
|
2019
Q4 | – | Sell |
-2,237
| Closed | -$465K | – | 163 |
|
|
2019
Q3 | $465K | Buy |
+2,237
| New | +$465K | 0.11% | 56 |
|
|
2018
Q1 | – | Sell |
-1,545
| Closed | -$306K | – | 77 |
|
|
2017
Q4 | $306K | Sell |
1,545
-22
| -1% | -$4.36K | 0.1% | 58 |
|
|
2017
Q3 | $287K | Buy |
1,567
+115
| +8% | +$21.1K | 0.11% | 54 |
|
|
2017
Q2 | $246K | Hold |
1,452
| – | – | 0.1% | 64 |
|
|
2017
Q1 | $242K | Buy |
+1,452
| New | +$242K | 0.1% | 63 |
|
|
2016
Q4 | – | Sell |
-1,909
| Closed | -$276K | – | 72 |
|
|
2016
Q3 | $276K | Buy |
+1,909
| New | +$276K | 0.13% | 53 |
|