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 |
|