Independent Order of Foresters’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
2019
Q3
Sell
-1,454
Closed -$310K 8
2019
Q2
$310K Sell
1,454
-240
-14% -$51.2K 0.29% 7
2019
Q1
$340K Hold
1,694
0.33% 5
2018
Q4
$346K Sell
1,694
-10
-0.6% -$2.04K 0.37% 6
2018
Q3
$365K Sell
1,704
-240
-12% -$51.4K 0.33% 7
2018
Q2
$363K Sell
1,944
-380
-16% -$71K 0.52% 5
2018
Q1
$464K Hold
2,324
0.43% 47
2017
Q4
$461K Sell
2,324
-1,290
-36% -$256K 0.41% 47
2017
Q3
$663K Hold
3,614
0.55% 40
2017
Q2
$612K Sell
3,614
-190
-5% -$32.2K 0.51% 43
2017
Q1
$634K Sell
3,804
-250
-6% -$41.7K 0.54% 45
2016
Q4
$661K Hold
4,054
0.56% 44
2016
Q3
$585K Hold
4,054
0.48% 47
2016
Q2
$587K Hold
4,054
0.43% 47
2016
Q1
$575K Hold
4,054
0.44% 46
2015
Q4
$535K Sell
4,054
-246
-6% -$32.5K 0.42% 47
2015
Q3
$558K Hold
4,300
0.48% 47
2015
Q2
$585K Sell
4,300
-300
-7% -$40.8K 0.56% 46
2015
Q1
$666K Hold
4,600
0.62% 42
2014
Q4
$691K Sell
4,600
-300
-6% -$45.1K 0.72% 34
2014
Q3
$677K Hold
4,900
0.68% 37
2014
Q2
$620K Hold
4,900
0.56% 45
2014
Q1
$612K Sell
4,900
-900
-16% -$112K 0.56% 43
2013
Q4
$687K Hold
5,800
0.68% 38
2013
Q3
$658K Hold
5,800
0.65% 40
2013
Q2
$649K Buy
+5,800
New +$649K 0.65% 37