Integrated Wealth Management’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 | $1.8M | Buy |
10,811
+1,013
| +10% | +$169K | 0.6% | 47 |
|
|
2016
Q4 | $1.6M | Sell |
9,798
-39
| -0.4% | -$6.36K | 0.6% | 49 |
|
|
2016
Q3 | $1.42M | Sell |
9,837
-77
| -0.8% | -$11.1K | 0.51% | 51 |
|
|
2016
Q2 | $1.44M | Buy |
9,914
+870
| +10% | +$126K | 0.55% | 41 |
|
|
2016
Q1 | $1.28M | Sell |
9,044
-173
| -2% | -$24.5K | 0.54% | 46 |
|
|
2015
Q4 | $1.22M | Sell |
9,217
-579
| -6% | -$76.5K | 0.52% | 44 |
|
|
2015
Q3 | $1.28M | Buy |
9,796
+138
| +1% | +$18K | 0.56% | 44 |
|
|
2015
Q2 | $1.32M | Sell |
9,658
-75
| -0.8% | -$10.2K | 0.51% | 41 |
|
|
2015
Q1 | $1.4M | Buy |
+9,733
| New | +$1.4M | 0.59% | 34 |
|