Independent Portfolio Consultants’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-35
| Closed | -$6K | – | 813 |
|
|
2016
Q4 | $6K | Buy |
+35
| New | +$6K | ﹤0.01% | 724 |
|
|
2015
Q3 | – | Sell |
-235
| Closed | -$32K | – | 791 |
|
|
2015
Q2 | $32K | Sell |
235
-288
| -55% | -$39.2K | 0.01% | 676 |
|
|
2015
Q1 | $75K | Buy |
523
+73
| +16% | +$10.5K | 0.02% | 538 |
|
|
2014
Q4 | $68K | Hold |
450
| – | – | 0.01% | 587 |
|
|
2014
Q3 | $62K | Sell |
450
-60
| -12% | -$8.27K | 0.02% | 609 |
|
|
2014
Q2 | $65K | Buy |
+510
| New | +$65K | 0.02% | 600 |
|