Integrated Wealth Management (Palm Desert)’s Berkshire Hathaway Class B BRK.B Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio BRK.B Stock Details BRK.B Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$1.8M	Buy
2016 Q4	$1.6M	Sell
2016 Q3	$1.42M	Sell
2016 Q2	$1.44M	Buy
2016 Q1	$1.28M	Sell
2015 Q4	$1.22M	Sell
2015 Q3	$1.28M	Buy
2015 Q2	$1.31M	Sell
2015 Q1	$1.4M	Buy