Independence 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $348K | Hold |
1,500
| – | – | 0.78% | 11 |
|
|
2020
Q3 | $319K | Hold |
1,500
| – | – | 0.82% | 11 |
|
|
2020
Q2 | $268K | Hold |
1,500
| – | – | 0.64% | 17 |
|
|
2020
Q1 | $274K | Hold |
1,500
| – | – | 0.33% | 20 |
|
|
2019
Q4 | $340K | Hold |
1,500
| – | – | 0.33% | 20 |
|
|
2019
Q3 | $312K | Hold |
1,500
| – | – | 0.33% | 20 |
|
|
2019
Q2 | $320K | Hold |
1,500
| – | – | 0.32% | 21 |
|
|
2019
Q1 | $301K | Sell |
1,500
-150
| -9% | -$30.1K | 0.32% | 20 |
|
|
2018
Q4 | $337K | Hold |
1,650
| – | – | 0.41% | 19 |
|
|
2018
Q3 | $353K | Hold |
1,650
| – | – | 0.36% | 19 |
|
|
2018
Q2 | $307K | Hold |
1,650
| – | – | 0.32% | 19 |
|
|
2018
Q1 | $329K | Hold |
1,650
| – | – | 0.3% | 23 |
|
|
2017
Q4 | $327K | Buy |
+1,650
| New | +$327K | 0.3% | 23 |
|